System Architecture

G-Flex AI+ consists of two frontend applications backed by a shared Supabase (PostgreSQL) database.

User Data Flow

Browser / Device Requirements

Getting Started

Web Application — Login

The G-Flex AI+ web application uses a split-screen login layout. The left panel displays the Genesis Flex branding; the right panel contains the login form.

1. 1
   Open the G-Flex AI+ web application in your browser. Your administrator will provide the URL.
2. 2
   Enter your email address (the email registered with your G-Flex AI+ account).
3. 3
   Enter your password. First-time users should use the temporary password provided by your administrator, then change it immediately in Settings → Profile.
4. 4
   Tick "Remember me" to keep yourself logged in across browser sessions. Leave unticked on shared computers.
5. 5
   Click "Sign In". You will be routed to the dashboard appropriate for your role.
6. 6
   Accept Privacy Policy & Terms of Use (first login only). On your first login, you may be prompted to review and accept the Privacy Policy and Terms of Use. These legal documents are also accessible from links at the bottom of the login screen.

Mobile Application — Login

Download G-Flex AI+ from the App Store (iOS) or Google Play (Android). Open the app and you will be presented with the login screen.

Biometric Login (Face ID / Fingerprint)

After your first successful password login, the app will offer to enable biometric authentication. Once enabled, subsequent logins show Face ID and Fingerprint buttons below the "Sign in" button. Biometric can be toggled off in Profile → Settings → Biometric Login.

Navigating the Web Application

After login, a left sidebar appears with navigation links tailored to your role. Click any item to navigate — the main content area updates without a full page reload.

Top Bar Elements

• Page title — current module name on the left
• Bell icon — in-app notification dropdown (unread count badge)
• Language toggle — bottom of sidebar, switches EN ↔ BM
• Sign Out — bottom of sidebar, logs you out and clears the session

Admin The Dashboard is the first screen after login. It provides a real-time snapshot of platform activity.

KPI Cards

Recent Bills Table

Displays the 5 most recent non-draft bills ordered by visit date. Columns: Claim No, Visit Date, Member, Corporate, Merchant, Amount, Status. Click any row to navigate to the Bills module filtered to that bill.

Notifications Bell

The bell icon (top-right of sidebar) shows a badge with unread notification count. Click to open a dropdown showing recent notifications. Click "View all notifications" to go to the full Notifications page. Notifications are pushed in real-time for GL status changes, bill submissions, new members, and watchlist flags.

Notification Types

The system generates notifications for the following event types:

Each notification has a severity level (info, success, warning, error) indicated by icon colour. The bell dropdown supports filter tabs: All, Unread, and Action Needed. Click any notification to navigate to the relevant module. The full Notifications page (accessible via "View all notifications") shows a paginated list with the same filter tabs and a "Mark All Read" action.

Admin The Corporates module is the master record for all employer clients. Each corporate has its own benefit configuration, service charges, and member pool.

Corporate Listing

• Search by company name
• Filter by status (Active / Inactive)
• Pagination: 10 records per page with Load More
• Export to CSV

Table Columns

Adding a Corporate

Click + Add Corporate. The modal has 10 sections:

1. Company Information — company name (required), BRN, industry, website
2. Contact Person — name, email, phone, designation
3. Address — street, city, state, postcode, country
4. Contract & Financial — contract start/end dates, payment terms, bank details
5. Service Charges — admin fee %, outpatient/inpatient fee structures
6. Member & Benefit Settings — max members, dependant policy, cover dependants toggle
7. Feature Toggles — Enable TPA GL, Enable Corporate GL, Enable NP Claims, Teleconsult
8. Watchlist Monitoring — enable/disable watchlist for this corporate
9. Non-Panel Claims — NP auto-approve threshold, Tier 1 and Tier 2 thresholds
10. Treatment Policy — rich text field for policy displayed to merchants and members

Viewing / Editing a Corporate

Click the eye icon on any row to open the detail modal. The modal opens in read-only mode with 4 tabs:

Activate / Deactivate

From the View modal, use the Deactivate button to set a corporate inactive. Inactive corporates remain in the system but their members cannot access benefits. Use Activate to reinstate.

Admin Members are employees and their dependants enrolled in G-Flex AI+ benefit plans.

Member Listing

Filter members by: Corporate (typeahead search), Status (Active/Inactive), Relationship Type (Principal/Spouse/Child/Parent/Sibling/Other). Paginated at 10 per page. Export to CSV.

Table Columns

Adding a Member

1. 1
   Click "+ Add Member" to open the add member modal.
2. 2
   Fill in required fields: Full Name, NRIC (12 digits, no dashes), Date of Birth, Gender, Relationship Type, Corporate.
3. 3
   For dependants: set Relationship to Spouse/Child/Parent/etc., then select the Principal Member from the dropdown.
4. 4
   Click Save. The member is created and an in-app notification is sent to admins.

Bulk CSV Upload

Click Upload CSV to import multiple members at once. Download the template, fill in member data, then upload. The system shows a preview with row-level validation errors before committing. A progress bar tracks the import.

Member Details Modal

Click the eye icon on any member row to open the Member Details modal. The header shows 3 clickable KPI cards:

• Benefit Plans card → scrolls to the plans table within the modal
• Bills card → navigates to Bills module filtered to this member
• GLs card → navigates to GLs module filtered to this member

All three stat cards have a hover effect and pointer cursor to indicate they are interactive.

FY (Financial Year) Adjustments

In the Member Details modal, the Benefit Plans table shows a FY{YEAR} Adj column with colour-coded pills:

• +500.00 Green pill for additions
• -200.00 Red pill for deductions

The Limit column shows the base annual limit plus the FY adjustment. An Adjust button appears for admin and corporate users (only for members with a corporate_id). Clicking it opens the adjustment modal where you enter an addition or deduction amount with a reason. Adjustments are keyed by calendar year and automatically expire at year end — no manual cleanup is needed.

Non-Panel (NP) Claim — from Members Page

If a corporate filter is active on the Members page, clicking Non-Panel Claim auto-populates the Corporate field in the NP Claim modal, scoping the member search to that corporate.

Register Patient — from Members Page

If a corporate filter is active, the member typeahead in the Register Patient modal is automatically scoped to that corporate.

Admin Merchants are clinics, hospitals, pharmacies, and other benefit providers registered on G-Flex AI+.

Merchant Type Badges

Each merchant displays a coloured type badge:

Table Columns

Adding a Merchant

The Add Merchant modal includes:

• Basic Info: Clinic name, merchant type (filtered to clinical types only), BRN, phone, email
• Address: Full address with state/postcode
• Operating Hours: 7-day schedule with open/close times. Use "Copy to Weekdays" to apply Monday's hours to Tue–Fri.
• SST Registered: Toggle — when on, SST number field appears
• CMS Module: Toggle to enable the merchant's CMS (clinic management system) features

View / Edit Merchant

Click the eye icon on any merchant row. The modal opens read-only. Click Edit to enable editing. All toggle fields (SST Registered, CMS Module) use the same toggle-switch design as the Add modal. Click Save Changes to commit edits.

Admin Benefit Plans define what healthcare services are covered, the monetary limits, and eligibility rules.

Plan Types

Creating a Benefit Plan

1. 1
   Click "+ Add Plan". The Add Benefit Plan modal opens.
2. 2
   Select a Corporate using the typeahead search. Every plan must be associated with a corporate.
3. 3
   Fill in plan details: Plan Name, Plan Type, Annual Limit, Encounter Limit (optional), Monthly Limit (optional).
4. 4
   For sub-plans: when Plan Type = Sub-plan, a "Principal Plan (Parent)" dropdown appears showing plans for the selected corporate.
5. 5
   Configure dependant coverage: Toggle "Cover Dependants" on to select which relationship types may use this plan (Spouse, Child, Parent, etc.). Set "Child Max Age" if covering children.
6. 6
   Shared Entitlement toggle: When on, principal and dependants share one pool. The separate Dependant Limits section is hidden.
7. 7
   Click Save. Plan is created and available for assignment.

Corporate Filter — Server-Side Fetch

When filtering plans by corporate, the system fetches all plans for that corporate from the database (not just the current page). This ensures no plans are missed even when the total exceeds the initial batch size.

FY Adjustments

Admins and Corporate users can create a one-off financial year adjustment (addition or deduction) for a specific member's plan via the Adjust button in the Member Details modal. Adjustments are keyed by calendar year and auto-expire at year end.

Admin Bills are the primary transaction records representing patient visits at panel merchants.

Table Columns

Bill Status Workflow

Bill Line Item Types

Admin Submit Claim (on behalf of merchant)

From the Active Registrations modal, admins can submit a bill on behalf of a merchant by clicking Submit Claim on any open registration row. The form pre-populates member, merchant, and benefit plan details. Line items are added per type with lookup searchboxes (diagnosis uses NIH ICD-10-CM API + local cache; medications/treatments search local master lists).

Clinical Lookup — Add New Item

When typing a search term that returns no results, a dashed "Add [text] as new [Type]" option appears. Clicking it creates the item immediately. Admin users → item is approved instantly. Non-admin users → item is created as Pending and must be approved by an admin in Settings → Pending Items.

Non-Panel (NP) Claims via Bills Module

NP Claims appear in the Bills module with an additional NP Approval Status column. Their status workflow is separate and governed by the NP Approvals module.

Treatment Policy Display (Merchant View)

When a merchant selects a member during bill submission, the corporate's Treatment Policy (if configured) is displayed as a collapsible amber banner. This reminds the merchant of any corporate-specific treatment guidelines before submitting the bill. The same banner appears in the Register Patient modal when both merchant and member are selected.

Non-Panel Claims — Conditional Plan Section

In the NP Claim modal, the "Charge to Benefit Plan" section is initially hidden. It only becomes visible after the user selects a Provider Type from the dropdown. This enforces the correct workflow: select provider type first, then plans appear, then select a plan, then enter the claim amount (which is bounded by the plan's encounter limit).

Plans Blocked by Active Registration

Admin A Guarantee Letter (GL) pre-authorises payment to a merchant for a member's upcoming visit, up to a specified limit.

Table Columns

GL Types

Issuing a GL (4-Step Wizard)

1. 1
   Select Corporate — typeahead search by company name.
2. 2
   Select Member — typeahead filtered to the selected corporate. Member's date of birth is also fetched for age-based eligibility checks.
3. 3
   GL Type & Amount — choose GL type, enter approved amount. The benefit info widget shows the member's applicable plans, annual limit, remaining balance, and FY adjustment.
4. 4
   Select Merchant — typeahead search. Review and confirm. Click Issue GL.

GL Status Workflow

GL Disclaimers (Rich Text)

Corporate-specific GL disclaimer text is stored as HTML and edited using a formatting toolbar (Bold, Italic, Underline, Bullet List) in the corporate record. The disclaimer text appears on the GL document shown to merchants and members.

Rich Text Formatting Toolbar

The GL disclaimer editor provides a formatting toolbar with Bold, Italic, Underline, and Bullet List buttons. The content is stored as HTML in the corporate's gl_disclaimers JSONB column. The editor uses a contenteditable div rather than a plain textarea.

Conditional Visibility

The GL Disclaimers section in the corporate add/edit modal is only visible when "Enable TPA GL" or "Enable Corporate GL" is toggled on. If both toggles are off, the disclaimers section is hidden — there is no need to configure disclaimers if GL issuance is not enabled for the corporate.

Dependant Eligibility Enforcement

When issuing a GL for a dependant, the system checks:

• Whether the benefit plan's Allowed Dependant Types includes the dependant's relationship
• Whether the dependant's age is within the plan's Child Max Age (for child dependants)

Ineligible plans are automatically excluded from the wizard's benefit info widget.

Admin Invoices consolidate multiple approved bills into a single payment request issued to a corporate. E-Invoices are the LHDN-compliant digital tax invoices.

Table Columns

Invoice Types

Invoice Status Workflow

Creating an Invoice

1. 1
   Click + Create Invoice. Select corporate, invoice type, and billing period.
2. 2
   Select approved bills to include. Invoice number is auto-generated: INV-{YYYYMMDD}-{0001}.
3. 3
   Click Create. Invoice is created in Draft status.
4. 4
   Finalise → Queue → Submit as payment progresses.

E-Invoices (LHDN)

Generate an E-Invoice from a finalised invoice. The E-Invoice modal has 4 tabs:

E-Invoice Status

AdminCorporate Non-Panel (NP) Claims require approval before reimbursement. The system uses a two-tier workflow.

Approval Tiers

NP Approval Status Flow

Approval Actions

• Approve — approve the claim at the current tier
• Reject — reject with mandatory remarks (notifies submitter)
• Adjust Amount — partially approve with a lower amount
• Request Info — send a note back to the submitter requesting more information

Configuring NP Approvers (Admin Settings)

Go to Settings → NP Approvers. Select a corporate, set the three thresholds (auto-approve, Tier 1, Tier 2), then add named approvers at each tier. Approvers receive in-app notifications when claims reach their tier.

Non-Panel Claim Submission (by Member)

1. 1
   Member opens the NP Claim modal from the Members page (web) or Claims tab (mobile).
2. 2
   Selects corporate → member → provider name & type.
3. 3
   Selects a benefit plan (plans blocked by open panel registrations are shown as warnings and cannot be selected).
4. 4
   Enters claim amount (bounded by encounter limit and annual remaining balance). Uploads supporting document (receipt/medical report, max 10MB).
5. 5
   System generates an NP claim number (NPC-YY-MM-DD-001), uploads the document, and creates the bill. Approval routing is determined automatically.

Admin has access to all 7 report types. Corporate users see Bills, Sales, and MC Analysis reports for their own corporate.

Report Types

Filters

All reports share a common filter bar: Date From / Date To, plus contextual filters per report type (Corporate, Merchant, Status, Merchant Type, Receipt Type).

KPI Cards

Each report type shows 4 KPI cards at the top (colour-coded border: blue, teal, green, gold). Values recalculate on filter change.

Export

Click Export CSV to download the filtered report. Files include a UTF-8 BOM for correct encoding in Microsoft Excel. Filename format: {report-type}_{date}.csv

Pagination

Reports paginate at 10 rows per page with numbered page buttons.

Admin The Watchlist allows admins to flag members exhibiting suspicious claims behaviour for closer monitoring.

Creating a Watchlist Flag

1. 1
   Click + Add Flag.
2. 2
   Select the member (typeahead search).
3. 3
   Enter a reason for flagging (e.g., "Excessive claims in short period").
4. 4
   Optionally link specific merchants and visits.
5. 5
   Click Flag Member. An in-app notification is sent to all tenant admins. The member sees an "Account Under Review" banner on their mobile home screen.

Resolve / Reopen

Use Resolve to close a flag when the investigation is complete. Use Reopen if new evidence emerges. The visit timeline tracks all watchlist activity.

Corporate & Merchant Views

• Corporate: Read-only view — can see flags for their members
• Merchant: Sees a masked NRIC view only (cannot see flag reason)
• Member: Not applicable (members cannot see the Watchlist module)

Admin only. The Audit Log records every create, update, delete, and significant read event across all modules.

Log Columns

Filters

Filter by: Date range (From / To), Module, Action type, User (text search).

Detail View

Click any row to open the detail modal. For UPDATE events, the modal shows a side-by-side comparison of old_values vs new_values in JSON format, making it easy to see exactly what changed.

Export

Export the filtered audit log to CSV for compliance reporting. Includes BOM for Excel compatibility.

Admin Settings is the central configuration hub. Tabs are grouped by function.

Settings Tabs (Admin)

Dependant Types Tab

Manage the relationship types that can be assigned to dependant members and used in benefit plan eligibility rules:

• Add a new dependant type with a label (e.g., "Spouse"), relationship value (spouse/child/parent/sibling/other), and sort order
• Edit existing labels and sort order
• Activate / Deactivate types as needed — deactivated types no longer appear in benefit plan configuration

NP Approvers Tab

Configure the two-tier approval workflow for non-panel claims on a per-corporate basis:

1. 1
   Select a Corporate from the dropdown.
2. 2
   Set thresholds: Auto-approve threshold (claims below this are auto-approved), Tier 1 threshold (corporate approval required), Tier 2 threshold (admin approval required after corporate approval).
3. 3
   Assign approvers: Add users as Corporate-tier or Admin-tier approvers for this corporate. These users receive notifications when claims require their review.

Clinical Lookups Tab (5 Sub-tabs)

The Clinical Lookups tab manages the master lists used in bill submission typeahead searchboxes. It has 5 sub-tabs, one per line item type:

Each item has: Code, Name, Description, Unit, Categories (which merchant types can use this item — shown as badges), and Active status. Add or edit items via the modal. At least one category must be selected. Items are scoped to your tenant.

Pending Items Tab

When non-admin users (e.g., merchants) add a custom diagnosis or medication during bill submission that does not exist in the master list, the item is created with Pending status. The Pending Items tab shows all such items across the clinical_lookup_items table in a unified list.

• Approve — makes the item available system-wide with Approved status
• Reject — marks the item as rejected (with confirmation dialog); it will no longer appear in search results

Merchant Services Tab

Controls which clinical line item types are available to merchants based on their merchant type classification. For example, a GP clinic may have access to all item types, while a pharmacy may only see Medication and Misc types. This filtering is applied during bill submission — the line item type sections shown in the bill form correspond to the services enabled for that merchant's type.

Changing Your Password

1. 1
   Go to Settings → Profile.
2. 2
   Click Change Password.
3. 3
   Enter your new password (minimum 8 characters). Confirm it.
4. 4
   Click Update Password. You will be signed out and need to sign in again with the new password.

Corporate Corporate users are HR or Finance staff at an employer company. They have read access to their company's data and can manage NP claim approvals.

Corporate Dashboard KPIs

Corporate Navigation

• Dashboard — KPI overview for your corporate
• Members — view and manage your company's members
• Benefit Plans — read-only view of assigned plans and limits
• Bills — view all bills for your members; submit NP claims
• Guarantee Letters — view and request GLs for members
• NP Approvals — approve or reject non-panel claims at Tier 1
• Invoices — view invoices issued to your corporate
• Reports — Bills Report, Sales Report, MC Analysis
• Settings — Profile & Company tabs; NP Approvers (read-only)

Corporate Corporate users see only their own company's members.

Key Actions

• Search members by name or NRIC
• Filter by status and relationship type
• Click the eye icon to open Member Details — see benefit plan utilisation, bills history, and GL history
• Click FY Adjust on a plan within Member Details to create a financial year adjustment for that member
• Click Non-Panel Claim to submit a reimbursement claim on behalf of a member

Corporate Read-only access. Benefit plans are created and assigned by the Genesis Flex admin.

What You Can See

• All benefit plans assigned to your corporate
• Plan limits (annual, encounter, monthly)
• Enrolled member count per plan
• Dependant eligibility settings

FY Adjustments

Corporate users can create member-level adjustments. In Members → Member Details → Benefit Plans tab, click Adjust next to any plan. Enter an addition (+) or deduction (−) amount and a reason. The adjustment is applied immediately to that member's effective annual limit.

Corporate Corporate users can view all GLs for their members and request new GLs.

Requesting a GL

Click Request GL from the GLs listing. Select the member and GL type. The request is sent to the Genesis Flex admin for issuance. You will receive an in-app notification when the GL is issued.

GL Status

Corporate users can view GL status (Issued / Approved / Utilised / Cancelled) but cannot approve or cancel GLs — only admins can do that.

Corporate

Panel Bills

View all bills submitted by merchants for your members. Bills are read-only for corporate users — approval is done by the Genesis Flex admin.

Non-Panel Claim Submission

Click Non-Panel Claim to submit a reimbursement for a visit at a non-G-Flex AI+ provider. The flow:

1. Select corporate (auto-filled) → member → provider name & type
2. Select benefit plan (blocked plans show a warning if there's an open registration)
3. Enter amount (bounded by encounter limit and remaining annual balance)
4. Upload supporting document (receipt, medical report)
5. Submit → routed to the appropriate approval tier automatically

Treatment Policy Banner

When selecting a member for an NP claim, the corporate's treatment policy (if set) is shown in a collapsible amber banner. Review it before submitting.

Corporate Corporate users see 3 report types, scoped to their company's data only.

• Bills Report — itemised claims for your members
• Sales Report — aggregated spending by time period
• MC Analysis — medical certificate analytics for your workforce

All filter, export, and pagination features work identically to the Admin Reports module.

Corporate Corporate settings has 3 tabs:

Merchant The merchant dashboard shows today's clinic activity.

KPI Cards

Merchant Navigation

• Dashboard — clinic overview
• Patients — register a new patient / open active registrations
• Bills — submit and manage bills for completed visits
• GLs — view and verify guarantee letters
• Products & Services — manage your product/service catalogue
• Invoices — view invoices issued to your clinic
• Queue — patient queue management
• Telemedicine — teleconsultation sessions
• Payors — TPA/payor management (CMS feature)

Merchant Registering a patient creates an open registration that links the member to a benefit plan for this visit. The registration must be closed by submitting a bill.

Registration Workflow

1. 1
   Click "Register Patient" from the Patients page or Dashboard.
2. 2
   Search for the member by name or NRIC. If a corporate filter is active on the Members page, the search is scoped to that corporate.
3. 3
   Review Treatment Policy. If the member's corporate has a treatment policy, it appears as a collapsible amber banner. Read it before proceeding.
4. 4
   Select a benefit plan. Eligible plans are shown as cards with annual limit, remaining balance, and encounter limit. Plans blocked by an already-open registration show an informational message instead.
5. 5
   Click "Register Patient". An open registration record is created. The patient is now in the active registrations list.

Dependant Eligibility

When registering a dependant member, only plans that allow the dependant's relationship type are shown. Child dependants older than the plan's Child Max Age are automatically excluded.

Merchant Bills are submitted after a patient visit is complete. They form the basis for invoicing and payment.

Submitting a Bill

1. 1
   Select the member from the bill submission form. The treatment policy appears in a collapsible banner.
2. 2
   Select the active registration (or create a new one if there's no open registration).
3. 3
   Enter visit details: visit date, claim number, claim type.
4. 4
   Add line items for each service provided. Line item types: Consultation, Diagnosis, Medication, Treatment, Investigation, Imaging, MC, Misc. Each type has a lookup searchbox connected to the clinical master list.
5. 5
   SST toggle: if your clinic is SST-registered, toggle SST on. The SST amount (8%) is automatically calculated and added to the total.
6. 6
   Click "Submit Bill". The bill moves to Pending status and an admin notification is triggered.

Line Item Type Filtering by Merchant Type

The line item types and clinical lookup items shown during bill submission are filtered by the merchant's type. For example, a dental clinic only sees diagnosis codes and treatments categorised for dentistry; a pharmacy may only see medication and miscellaneous items. This filtering is configured by the admin in Settings → Merchant Services and is based on the categories field on each clinical lookup item. Items whose categories array includes the current merchant's type will appear in the searchbox.

NIH ICD-10 Diagnosis Search

When adding diagnosis line items, the search queries both the local clinical lookup list and the NIH ICD-10-CM API (74,719 codes). NIH results are marked with a teal ICD-10 badge. Selecting an NIH code automatically saves it to the local list for faster future searches.

Adding a New Clinical Item

If your required medication, treatment, or diagnosis is not in the list, type it and click "Add [text] as new [Type]". The item is created as Pending and must be approved by the admin. You can still use it in the current bill — it will appear with a gold PENDING badge.

Merchant Merchants have read-only access to GLs. GLs are issued by the Genesis Flex admin or requested by the corporate.

Verifying a GL

When a patient presents a GL at the clinic, search for the member in the GL listing to verify the GL is valid, the approved amount, and the expiry date. Do not provide services exceeding the GL approved amount without contacting Genesis Flex.

GL Disclaimer

The corporate's GL disclaimer text is shown on the GL record. Read it carefully — it may contain specific treatment restrictions or pre-authorisation requirements.

Merchant Active Registrations shows all open patient visits at your clinic. A registration is opened when you Register a Patient and closed when you submit a bill.

Active Registration Table

Each row shows: Member Name, NRIC (masked), Corporate, Benefit Plan, Registration Time. Actions:

• Submit Claim — opens the bill submission modal pre-populated with the registration details
• Force Close — closes the registration without submitting a bill (use only if the patient did not receive services)

Admin Submit Claim Modal

Admin Admins can submit a bill on behalf of a merchant from an active registration by clicking Submit Claim. This opens a full bill-submission form with:

• Pre-populated summary — member name/NRIC, merchant, merchant type, benefit plan, registration timestamp
• Visit details — date, claim number, claim type, SST toggle
• Line items by type — one section per type (Diagnosis, Medication, Treatment, Investigation, Imaging, MC, Misc). Each section allows adding multiple rows.
• Amount summary and Remarks

Clinical Lookup Searchboxes

Each line item row (except MC) includes a typeahead searchbox that searches the system's clinical lookup tables:

• Diagnosis items use a hybrid search: local clinical_lookup_items results appear first, then the NIH ICD-10-CM API results are fetched in parallel and merged (deduplicated by code). NIH results display a teal ICD-10 badge. When an NIH code is selected, it is automatically saved to the local database for future searches.
• Medication, Treatment, Investigation, Imaging, Misc items search the local clinical_lookup_items table only, filtered by the item's category and the merchant's type.

Adding a Custom Item

When typing 2+ characters with no matching results, a dashed "Add [text] as new [Type]" option appears at the bottom of the dropdown. Clicking it creates the item immediately:

• Admin users — item is created as Approved and usable immediately
• Non-admin users — item is created as Pending and must be approved by an admin in Settings → Pending Items. The item can still be used in the current bill regardless of approval status.

Approved items show normally in search results; pending items show a gold PENDING badge.

MC (Medical Certificate) Rows

MC rows use a date-range picker (MC From / MC To) instead of a lookup searchbox. Days are auto-computed (inclusive count). MC items are recorded with item_type='mc', qty = number of days, and unit price = 0.

Filter & Refresh

Filter by Merchant Type and Registration Status. Click Refresh to update the list in real-time.

Merchant Merchants have read-only access to invoices. Invoices represent the bundled payment due from corporates for your submitted bills.

View invoice status (Finalised / Queued / Submitted / Paid), total amount, and the list of bills included. Contact your Genesis Flex account manager if you have queries about a specific invoice.

Member All member-facing features described in this section are available exclusively through the G-Flex AI+ mobile app. See the Mobile App — Member Home section for full details.

What Members Can Do (Mobile App Only)

• Home Dashboard — KPI cards: Active Plans, Open Claims, Active GLs
• E-Card — Digital membership card with QR code
• Benefits — View enrolled benefit plans and utilisation (push-navigated from Home)
• Claims — View claims history and submit NP claims (push-navigated from Home)
• Find Clinic — Search for G-Flex AI+ registered merchants (bottom tab)
• GLs — View guarantee letters (push-navigated from Home)
• Telemedicine — Teleconsultation sessions (push-navigated from Home)
• Notifications — In-app notifications (push-navigated from Home)
• Profile & Settings — Personal details, language, biometric, password (bottom tab)
• Support — Contact Genesis Flex support (bottom tab)

Member

Benefits Page

Shows all your active benefit plans as cards. Each card displays:

• Plan name and type
• Annual limit and amount remaining (colour-coded progress bar)
• Encounters used vs encounter limit (if applicable)
• Covered merchant types (GP, Specialist, Dental, etc.)
• Enrolment date and expiry date

Guarantee Letters

View all your GLs with their status, approved amount, merchant, and validity period. A GL is required before visiting certain specialists or hospitals — confirm with your HR team whether a GL is needed for your intended visit.

Member

Bills/Claims Page

Shows all your medical bills submitted by panel clinics, plus any non-panel (NP) reimbursement claims you have submitted. Each card shows:

• Claim number and visit date
• Merchant name (or NP provider name)
• Total amount
• Status badge (for panel bills: Pending / Approved / Paid; for NP claims: NP approval status)
• Rx badge if a prescription was dispensed

Non-Panel Reimbursement

To claim reimbursement for a visit at a non-G-Flex AI+ clinic, contact your Corporate HR user or Genesis Flex admin — they will submit the NP claim on your behalf via the web app. On mobile, members can submit NP claims directly from the Claims tab.

Mobile Application

The G-Flex AI+ mobile app (React Native + Expo) serves Members and Corporate Approvers. It is available on iOS and Android.

Installation

1. Open the App Store (iOS) or Google Play (Android)
2. Search for "G-Flex AI+"
3. Download and install (free)
4. Open the app — you will see the splash screen then the login screen

Supported Platforms

Role Detection

After login, the app automatically detects your role and navigates to the appropriate tab layout:

• Member → 4-tab layout: Home, Find Clinic, Support, Profile. Benefits, Claims, and GLs are push-navigated screens accessed via Quick Actions on the Home tab.
• Corporate Approver → 3-tab layout: Approvals, History, Profile

Dark Mode

The app respects your device's system dark/light mode setting and switches automatically. You can also override it in Profile → Settings → Appearance.

Language

English and Bahasa Malaysia supported. Change in Profile → Settings → Language.

Member The Home tab is the main landing screen after login.

Screen Elements

Watchlist Banner

If your account has been flagged by your plan administrator, an amber "Account Under Review" banner appears at the top of the home screen. Tap to expand and view the reason. Contact your HR administrator or use the Support tab if you believe the flag is in error.

Pull to Refresh

Pull down on the scroll view to refresh all dashboard data.

Member The E-Card is your digital proof of G-Flex AI+ membership. Present it at any G-Flex AI+ registered clinic.

E-Card Tabs

Coverage-at-a-Glance

Below the card graphic, a coverage panel shows each active benefit plan with plan name, annual limit, amount remaining (colour-coded), and eligible merchant types. This gives clinic staff a quick overview of what's covered.

Share / Save

Tap the share icon (top-right) to share the E-Card image via your device's share sheet, or save it to your photo library.

Member The Benefits tab shows all your active plans in detail.

Hero Stat Card

At the top of the screen, a hero card shows your total remaining balance across all active plans combined, plus the number of plans and total annual limit.

Plan Cards

Each plan is shown as an expandable card. Tap to expand:

• Annual Limit and amount remaining (with colour-coded progress bar — green <60%, amber 60–85%, red >85%)
• Encounter Limit and encounters used
• Monthly Limit (if applicable)
• FY Adjustment — any financial year addition or deduction applied by your HR
• Eligible Merchant Types — GP, Specialist, Dental, etc.
• Enrolment Date and Expiry Date
• Cover Dependants — which dependant types are covered under this plan
• Treatment Policy button — tap to read your corporate's treatment policy for this plan

Pull to Refresh

Pull down to reload the latest utilisation data from the server.

Member The Claims tab shows your full medical claims history and allows submission of non-panel (NP) reimbursement requests.

Claims List

Each claim card shows:

• Icon tile (blue for panel, teal for NP)
• Merchant name, visit date, claim number (Claim No)
• Status badge (colour-coded)
• NP tag and Rx pill (if applicable)
• Total amount (right-aligned)

Tap any card to open the Claim Detail screen with full line items, diagnosis codes, and approval history (for NP claims).

Filter Tabs

Filter claims by: All, Panel, Non-Panel. An Rx-only toggle filters to claims with prescription dispensed.

Submitting an NP Claim (Mobile)

1. 1
   Tap "+ NP Claim" button.
2. 2
   Enter provider name, select provider type, choose the relevant benefit plan.
3. 3
   Enter the claim amount. The app shows the encounter limit and remaining annual balance — the amount field is bounded to prevent over-claiming.
4. 4
   Upload your receipt or medical document (camera or photo library).
5. 5
   Tap Submit. The NP claim number is generated and the claim enters the approval queue.

NP Approvals (for Corporate Approver Members)

If you are also a designated corporate NP approver, a Pending Approval KPI card appears on your Home screen (in place of the Active GLs card). Tap it or navigate to the NP Approvals tab to review claims pending your action.

Member The GLs tab shows all guarantee letters issued for your account.

GL Card Details

• GL type (Outpatient, Inpatient, HSP, etc.)
• Merchant name and approved amount
• Status badge (Issued / Approved / Utilised / Cancelled)
• Issue date and expiry date

When Do You Need a GL?

GLs are typically required for:

• Specialist visits
• Hospital admissions (inpatient)
• High-cost procedures

GP (general practitioner) visits at a panel clinic usually do not require a GL — just present your E-Card. Check with your HR team if unsure.

Requesting a GL

Members cannot request GLs directly from the mobile app (v1). Contact your HR/Corporate user or Genesis Flex admin to request a GL on your behalf.

Corporate Corporate Approvers use the mobile app with a 3-tab layout: Approvals, History, Profile.

Approvals Tab

Shows all NP claims pending your approval action. Each card shows:

• Member name and corporate
• Provider name and type
• Claim amount and benefit plan
• Submission date
• Approval tier (Tier 1 - Corporate)

Tap any card to open the claim detail and take action:

• Approve — approve at your tier. If Tier 2 threshold is met, the claim escalates to Admin.
• Reject — reject with mandatory remarks
• Adjust Amount — partially approve
• Request Info — send a note back to the submitter

History Tab

Shows all NP claims you have previously actioned, with the outcome and remarks recorded.

Status Reference

Bill Status

GL Status

Invoice Status

E-Invoice Status

NP Claim Approval Status

Status Badge Colour Reference

Frequently Asked Questions

Login & Account

Benefits & Claims

Merchants (Clinic Staff)

Admin

Support

For issues not covered in this manual, contact Genesis Flex support:

• Email: support@genesisflex.my
• Admin portal: admin@genesisflex.my
• Hours: Monday–Friday, 9am–6pm MYT

Admin The full Notifications page provides a scrollable list of all in-app notifications with filtering, bulk actions, and click-to-navigate. It shares data with the topbar bell dropdown — no separate fetch is needed.

Accessing the Page

Click View all notifications at the bottom of the bell dropdown, or navigate directly from the sidebar.

Filter Tabs

Mark All Read

Click Mark all read to set every unread notification as read in one action. The bell badge count resets to zero.

Click-to-Navigate

Clicking a notification opens the notification detail drawer. If the notification carries an action_url (e.g., a specific bill or GL), the drawer provides a link to navigate directly to that record.

Admin Merchant Networks (also called Panel Networks) let you define which merchants a corporate's members can visit. When a network is assigned to a corporate, only merchants in that network are available for registrations and GLs.

KPI Cards

Creating a Network

1. 1
   Click "Create Network" in the sidebar.
2. 2
   Enter network name and optional code/description.
3. 3
   Set Open Access toggle. When ON, all merchants are accessible. When OFF (restricted), only explicitly added merchants are accessible.
4. 4
   Save the network.

Adding Merchants to a Network

Open a network and go to the Merchants tab. Two modes: Individual (typeahead search) or Bulk (add all merchants by type). Use merchant type filter tabs to narrow the list.

Assigning Corporates

Go to the Corporates tab. Search and add corporates. Once assigned, members of that corporate are restricted to merchants within this network.

Access Types

Admin The Users page is a dedicated standalone module for managing all tenant user accounts — admins, corporates, merchants, and members.

Table Columns

KPI Cards

Click any KPI card to instantly filter the table to that subset.

Adding a User

1. 1
   Click "+ Add User" in the sidebar.
2. 2
   Fill in required fields: Full Name, Email, Role. Optionally set phone number and initial password.
3. 3
   Click Save. The user is created in both Supabase Auth and the public users table.

Admin The Prospects module is a lightweight CRM for tracking potential corporate clients through the sales pipeline.

Pipeline Stages

Adding a Prospect

Click + Add Prospect. Fill in Company Name (required), Contact Person, Email, Phone, Industry, Employee Count, Stage, Priority, Source, and Notes.

Admin The Demo Bookings module tracks demo appointments submitted via the G-Flex AI+ website contact form.

Booking Statuses

Creating a Booking

Click + New Booking. Enter Visitor Name, Email, Phone, Company, Demo Type (Online / In-Person), Date, and Time Slot. Optionally link to an existing Prospect record.

Slot Configuration

Click Slot Config to manage available time slots and blocked dates (holidays, team events).

Email Notifications

When a demo booking is created, the system automatically sends an email notification to all admin users. The email includes the visitor name, company, booking date/time, reference number, and any notes.

Admin The Website CMS module provides a built-in content management system for the G-Flex AI+ marketing website.

CMS Tabs

Admin The Google Ads module integrates your Google Ads account with G-Flex AI+, allowing you to monitor campaigns, ad groups, ads, and assets.

Initial Setup

Connect your Google Ads account by entering your Customer ID (XXX-XXX-XXXX), Developer Token, and OAuth Client ID/Secret. Click Save Credentials to authenticate.

Module Tabs

Merchant The POS module is the primary clinical workspace for CMS-enabled merchants. It combines patient queue management, vitals recording, clinical prescriptions (line items), and billing into a single encounter-driven screen.

KPI Dashboard

Patient Queue

The left panel shows all patients with statuses Waiting and Serving:

• Panel Patient — search by NRIC or name, select a benefit plan, queue with queue_type = 'panel'
• Walk-In Patient — register a new patient or search for an existing one, queue with queue_type = 'walk_in'

Click Call Next to move the first waiting patient to "serving" status.

Encounter Tabs

• Vitals — Blood pressure, heart rate, temperature, weight, height (BMI auto-calculated), SpO2, clinical notes
• Prescriptions — Add line items: Diagnosis, Medication, Treatment, Investigation, Imaging, MC, Misc. Uses clinical lookup searchbox with NIH ICD-10 for diagnoses.
• Billing — Itemised summary. Panel: "Submit to Corporate". Walk-in: "Collect Payment" (Cash, Card, E-Wallet, Bank Transfer).
• Watchlist — Only visible if patient is flagged. Shows flag reason and visit history.

Watchlist Alerts

The POS page checks if the merchant or queued patients are flagged. Alerts appear as amber warning cards with masked NRICs.

Merchant The Patients module provides a comprehensive view of all patients who have visited your clinic, aggregated from historical bills.

Patient List

Table shows: Name, NRIC, Gender, Age (CMS only), Visit Count, Last Visit Date, Allergy indicator (CMS only). Search by name or NRIC. Pagination: 10 rows per page.

Patient Detail Panel

Click a patient row to open the detail side-panel with tabs:

• Visit History — All bills at your clinic with date, Claim No, amount, status
• Vitals — Historical vitals charts with sparklines (CMS only)
• Profile — Member demographics (CMS only)
• Allergies — Record and manage patient allergies (CMS only)
• Documents — Upload and view patient documents (CMS only)

Merchant The Telemedicine module allows CMS-enabled merchants to manage remote video consultation sessions with members.

Session Status Lifecycle

Pending → Confirmed → Waiting → In Progress → Completed

Terminal states: Cancelled, Declined, No Show

Managing Sessions

Post-Session Actions

• Issue Rx — Opens E-Prescription wizard pre-linked to the session
• Pre-fill Bill — Opens bill submission with member/visit details pre-populated

Merchant Issue, track, and manage digital prescriptions (E-Rx). Linked to teleconsult sessions or submitted bills, immediately visible to members in their mobile app.

3-Step Wizard

1. 1
   Patient Selection — pre-populated from teleconsult/bill, or search by name/NRIC. Capture prescriber name and MMC number. PDPA consent required.
2. 2
   Add Drugs — Add drug rows with: Drug Name (typeahead), Dosage, Frequency, Duration, Quantity, UOM, Instructions. Click + Add Drug for more rows.
3. 3
   Review & Issue — Review full prescription, set validity period (default 30 days), add clinical notes, then Issue Prescription.

Status Workflow

Issued → Sent → Dispensed

Terminal: Cancelled, Expired

Merchant Manage medications, treatments, and services. Items are used for pricing in POS and clinical lookup searchboxes.

Catalogue

Table: Code, Name, Category (merchant type badge), Unit Price (RM), Status, Actions. Search by name/code, filter by category.

Editing

Click Edit to update name, code, category, unit price, and active status. Changes save to master_products_services.

Export

Click Export CSV to download the full catalogue.

Merchant Manage relationships with TPAs and insurance companies who pay for patient visits. Payor records are used for invoicing and payment tracking.

Payor List

Table: Name, Type (insurance/TPA/corporate/government), BRN, Contact Person, Phone, Email, Payment Terms, Credit Limit, Outstanding/Overdue Balance, Status.

Managing Payors

• Add Payor — name, type, BRN, TIN, SST number, contact details, address, payment terms, credit limit
• Edit — modify any field
• Activate / Deactivate — toggle active status

Merchant Full double-entry bookkeeping system organised as a hub with multiple sub-modules.

Sub-Modules

Merchant Complete staff management covering employee records, attendance, leave, and payroll with Malaysian statutory calculations.

Sub-Modules

Payroll Statutory Calculations

• EPF — 11% employee, 13%/12% employer (salary bracket + age dependent)
• SOCSO — contribution rate by salary bracket
• EIS — 0.2% each (employee + employer)
• PCB — Monthly tax deduction (progressive, considers marital status + children)

Merchant Clinic-specific analytics covering revenue, patient visits, and claims status.

Report Tabs

Each report has date range filters, KPI cards, and CSV export.

Merchant Create, manage, and track invoices issued to patients, payors, and corporates. Separate from TPA Invoices (issued to the merchant).

Creating an Invoice

1. 1
   Select invoice type: Patient, Payor/TPA, or Manual entry.
2. 2
   Add line items — auto-populate from bills or add manually.
3. 3
   Review totals — subtotal, SST, grand total (with Malaysian Sen rounding).
4. 4
   Preview and submit.

Invoice Actions

• View — full invoice detail
• PDF — download PDF version
• Record Payment — partial or full payment with method and reference
• Void — void draft/issued invoices
• MC — generate medical certificate

AdminCorporateMerchant The Accounting module is entity-scoped — each entity (admin organisation, corporate, or merchant) gets its own independent Chart of Accounts, General Ledger, and journal entries. Data is isolated per entity.

Entity Scoping

GL Posting Source Types

Journal entries are created automatically when certain business events occur. The 8 GL posting source types are:

Sub-Modules

The accounting hub contains: Dashboard, Chart of Accounts, Journal Entries, General Ledger, Suppliers, and Reports (Trial Balance, P&L, Balance Sheet, SST Report). See the Merchant Accounting section for detailed sub-module descriptions — the structure is identical across all three entity types.

Admin The Notification Broadcast feature allows admins to send a system_announcement notification to all users within their tenant. This is useful for planned maintenance, policy updates, or urgent alerts.

How to Broadcast

1. 1
   Navigate to Notifications (from the sidebar or bell dropdown "View all notifications").
2. 2
   Click Broadcast Notification.
3. 3
   Enter a Title and Body for the announcement. Select a Severity level (info, success, warning, error).
4. 4
   Click Send. The notification is delivered to every user in the tenant in real-time via Supabase Realtime.

Notification Severity Levels

Merchant Generate official clinic letters for panel network management.

Letter Types

Output

Letters include clinic letterhead, date, addressee details, body text, and signatory line. Print directly or save as PDF via the browser's print function.