A GUIDE TO

MEMBERSWORLD

- GETTING STARTED
- MAKING CLAIMS
- CHECKING CLAIMS
PROGRESS
- SUBMITTING PRE-
AUTHORISATION
REQUESTS
WHAT CAN YOU DO
ON MEMBERSWORLD?

Submit claims and See overview View and download Download temporary
pre-authorisation of plan benefits / key plan documents membership
applications benefit usage and forms cards and order
replacement cards

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WHO CAN USE
MEMBERSWORLD?

Adult policyholders Adult dependants Members under 16

years old

can set up accounts for themselves, can create their own accounts and grant can call customer support to administer
and can manage their dependants' permission to the policyholder to view their account activities, and their activity
policies from within their own and manage their policies, and/or brokers will also show up automatically in the
accounts. If they have brokers, they to view their policy and claims details policyholder’s account, within Manage
can grant permission for the brokers to Your Plan > Plan Dependants Overview.
view policy and claims details.

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 HOW TO SET UP AN
ACCOUNT ON
MEMBERSWORLD

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REGISTERING FOR
MEMBERSWORLD: OVERVIEW

If you had an account New users

on original (or users who’ve forgotten their
MembersWorld login for original MembersWorld)

• Sign in with your usual login • Follow the Registration link and
provide a few details
• Your account information, 12 months
activity history, all active claims • You will need to provide some
or pre-authorisations will be available personal / policy information
• You will be prompted to upgrade
your login credentials

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HAD AN ACCOUNT ON ORIGINAL DETAILS?

STEP 1: USE YOUR EXISTING

LOGIN DETAILS

You will be prompted to

upgrade your login credentials
Your details are not recognised?
Register as a new user
Don’t worry! You won’t
lose any account details

Sign in with your usual login

Can’t remember your details?
Register as a new user
Don’t worry! You won’t
lose any account details

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NEVER HAD A MEMBERSWORLD ACCOUNT, OR FORGOT YOUR DETAILS?

STEP 1: REGISTER WITH

MEMBERSHIP DETAILS

Enter details from your most recent

Membership Certificate or letter.
• Enter dates as DD MM YYYY
• Tick to agree to T&Cs & privacy notice
Details must be exactly as
shown on your membership

Register for MembersWorld.

Have an account on the old MembersWorld
but can’t remember your details?
Simply register as a new user.
Don’t worry! You won’t
lose any account details

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REGISTERING FOR MEMBERSWORLD

STEP 2: CREATE YOUR USERNAME,

VALIDATE YOUR EMAIL ADDRESS AND
CREATE YOUR PASSWORD

Retrieve the verification

code from your email
(Top tip: copy and paste it)

NOTE: Code expires in

5 minutes. Click send new
code for another

Enter an email address

to use as your username Choose a password with 8-30
(This email address can characters, including one
only be used for one uppercase, one lowercase,
MembersWorld account) one number, one symbol (&, %)

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REGISTERING FOR MEMBERSWORLD

STEP 3: CONFIRM A FEW

DETAILS TO COMPLETE YOUR
REGISTRATION

“Atlas” is the
name of
a fictitious
broker

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ALREADY HAVE A MEMBERSWORLD ACCOUNT?

CAN’T REMEMBER YOUR

PASSWORD? NO PROBLEM

(Top tip: copy and paste it)

Enter a new password.

Click Problems logging in?

Enter the email address used
to register for MembersWorld
to receive a verification code.

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 SUBMITTING CLAIMS
ON MEMBERSWORLD

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SUBMITTING CLAIMS:
AN OVERVIEW

Submit
online claim
application
Option 1

Upload a
completed
claim form
Option 2

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 OPTION 1

SUBMIT AN ONLINE
CLAIM APPLICATION

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SUBMIT ONLINE CLAIM APPLICATION

STEP 1: ENTER YOUR

PERSONAL DETAILS
• Select Patient name
You can complete your claim • Select Preferred
application from start to finish mailing address
online if you have the necessary
• Enter the reason for
information and the receipts and the medical appointment
other documentation to support it. or procedure
You can now upload these from
your mobile phone camera
for ease.
Please note the policyholder
must submit claim applications
for dependants under 16.
Type text here
Also, only the policyholder can submit
claims on behalf of other policy
members.

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SUBMIT ONLINE CLAIM APPLICATION

STEP 2: TREATMENT /
CONSULTATION DETAILS

1. Add your treatment /

appointment date 1
2. Tick Yes if your treatment
required admission to a
medical facility or hospital. 2
If not, tick No

If Yes, add your:

a) hospital admission date

b) hospital discharge date
3
3. Choose your claim type

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SUBMIT ONLINE CLAIM APPLICATION

STEP 2: TREATMENT /
CONSULTATION DETAILS

4. Choose or enter the best

4
description of your treatment

5. Select country where 5

the treatment took place

6. Let us know who

6
provided the treatment

DENTAL MEDICAL
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SUBMIT ONLINE CLAIM APPLICATION

STEP 3:
PAYMENT DETAILS

1. Select the currency of the invoice

2. Input the claim amount 1

3. Choose Yes if we should pay
the medical provider directly
(i.e. if they haven’t yet been paid)
2 4
OR
3. Choose No if you want us to pay
you instead (you have already settled 3
the bill and want to be reimbursed)

4. Select the currency in which you would like

to be reimbursed and choose bank account
details or add a new account

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SUBMIT ONLINE CLAIM APPLICATION

STEP 4: UPLOAD YOUR

DOCUMENT OR SAVE
YOUR COMPLETED FORM
1. Upload documents
• Upload electric copies of all documents related
to your claim, such as receipts and prescriptions
1
• You can upload saved files, or use photo
upload from your camera
• Click Next Step to proceed 2
OR
• save your claim form, with the information
you have, to upload later

2. Choose/confirm consents
• Tick Yes to give us consent to receive
your medical reports or we cannot accept
the online claim
• Indicate whether you would like to see a copy
of the medical reports before Bupa does

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 1
SUBMIT ONLINE CLAIM APPLICATION

STEP 5: SUMMARY,
DECLARATION
AND SUBMISSIONS

1. Review the summary

of your claim information
1
2. Read the Privacy Policy

3. Tick to give your consent

4
4. Click Submit to
complete the claim
2
3

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 OPTION 2
UPLOAD A
COMPLETED
CLAIM FORM

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SUBMIT ONLINE CLAIM APPLICATION
You can also upload
STEP 1: INPUT a completed claim
application if you have
PERSONAL INFORMATION the required information
and supporting documents
(receipts, prescriptions, etc.)
to hand.
• Select the person who received You can upload documents
the treatment / consultation using your mobile device
• Select the country in which the camera, for convenience.
treatment / appointment
took place
• Select the currency on the invoice
• Input the value of the claim

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SUBMIT ONLINE CLAIM APPLICATION

STEP 2: UPLOAD
YOUR DOCUMENTS

Upload your claim form, receipts,

invoices and prescriptions,
noting the guidelines provided for
file type and size.
1
Type text here
EITHER: 2
1. Search for saved files from
your computer or device

2. Take photos of the documents

with your mobile device to upload

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SUBMIT ONLINE CLAIM APPLICATION

STEP 3: SUMMARY
AND SUBMISSION

1. Check your details and

confirm they are correct
1
2. Click Submit to proceed

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 REQUESTING
TREATMENT
PRE-AUTHORISATION
USING
MEMBERSWORLD

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REQUEST TREATMENT PRE-AUTHORISATION
Enter some details:
STEP 1: ADD • Select Patient name
PATIENT DETAILS • Choose country
where the treatment
will take place
Through MembersWorld you can easily • Enter date of appointment
request pre-authorisation if you know it
for a medical treatment or consultation to • Tick Yes if the patient
confirm that it is covered by your plan. will be admitted to
hospital – you will
Please note that the policyholder be asked to enter
the date of admission
must submit pre-authorisation applications and discharge
for dependants under 16, or they can phone
for approval.

Pre-authorisations are valid

for up to 31 days. If it expires, you can
request another.

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REQUEST PRE-AUTHORISATION
We will need a few details
STEP 2: ADD about the treatment or
consultation:
TREATMENT DETAILS • Enter date when the
symptoms started
(Top tip: it’s OK to estimate)
You should receive a response • Be descriptive about
by email within 48 hours. the issue or diagnosis

Need a quicker response? • Briefly describe any known

Please call us. proposed treatment
or next steps

• Tell us who the appointment

is booked with (the medical
provider / facility)

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REQUEST PRE-AUTHORISATION

STEP 3: CHECK
DETAILS AND SUBMIT

1. Check your details and

confirm they are correct
1
2. Click Submit to proceed

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 HOW TO MANAGE
YOUR PLAN, POLICY
DETAILS AND
PAYMENTS IN
MEMBERSWORLD

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MANAGE YOUR PLAN
TRACK CLAIMS, VIEW
DOCUMENTS, ORDER MEMBERSHIP CARDS AND MORE

Visit Manage Your Plan to view and

manage your policy activity – and
dependants’ plans too, if they are
under 16, or are over 16 and give
you permission.
Here you can:
• View your plan overview
• View and download documents,
including blank claims forms
• View your claims history in details
• View pre-authorisation
history in detail
• Order new membership
cards and download
temporary replacements
• Check your remaining benefits
• Make payments

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MANAGE CONTACT DETAILS,
ACCOUNT SETTINGS AND MORE
YOUR PROFILE AND
ACCOUNT SETTINGS

Through MembersWorld you

can easily update usernames
and password settings.
You can also update contact
information for yourself and
for any eligible dependants.

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31 ALL DEPICTIONS OF MEMBERSWORLD ARE FOR ILLUSTRATION ONLY AND ARE SUBJECT TO CHANGE