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65 millions de dollars US levés en série B pour faire de Heidi le partenaire des professionnels de santé. Lire l’article en anglais

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General Practitioner Form

PPS Professional Health Preserver Declaration

A downloadable General Practitioner form for healthcare professionals.
Auto-fill with HeidiBrowse templates

Specialty

General Practitioner

Downloads

4 times

Type

Form

Last edited

24/07/2026

Created by

Heidi Team

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About this form

Seeking a clear and comprehensive "medical declaration form template" for your general practice? This PPS Professional Health Preserver Declaration template is ideal for GPs and other healthcare professionals needing to document a patient's health status for insurance or similar purposes. Designed to capture essential medical history, current conditions, medications, and lifestyle habits, it ensures all critical information is systematically recorded. When used with Heidi, our AI medical scribe, this template streamlines the process, allowing for efficient population of details directly from patient conversations. It helps practitioners maintain accurate records, crucial for patient care and administrative compliance, saving valuable time and reducing transcription errors. Perfect for busy clinics, it offers a robust framework for health declarations.

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Frequently asked questions

What is the purpose of the PPS Professional Health Preserver Declaration PDF?

The purpose of the PPS Professional Health Preserver Declaration PDF is to support an insurance member's claim under their Professional Health Preserver product in South Africa. As the treating doctor, you complete this form to provide the insurer with a summary of the patient's medical condition. It captures the member's identification, primary diagnosis with its ICD-10 code, dates of diagnosis and symptom onset, secondary conditions and a list of all treating practitioners. This declaration is a key document needed for claim assessment.

Who uses the PPS Professional Health Preserver Declaration PDF?

You use the PPS Professional Health Preserver Declaration PDF as the treating general practitioner or specialist for a patient making a claim with their insurer. Your role is to complete and sign the form, providing the core diagnostic and treatment summary. The form requires you to attach a comprehensive medical report and copies of all relevant investigations to support the information you provide. The patient's claim assessment may depend on the severity of their condition as documented by you.

What is included in a PPS Professional Health Preserver Declaration PDF?

A PPS Professional Health Preserver Declaration PDF includes the patient's identifying details, a diagnostic summary and a record of the practitioners involved in their care.

  • Member and identification numbers
  • Patient surname and initials
  • Primary diagnosis with ICD-10 code
  • Staging information (e.g., AJCC, FIGO), if applicable
  • Dates of diagnosis, symptom onset and first visit
  • Secondary, contributory or concurrent medical conditions
  • Table of treating practitioners with contact details, specialty and visit dates
  • Your HPCSA registration number and practice number
  • Your contact details, signature and date

Common Problems of Completing PPS Professional Health Preserver Declaration PDFs

The Gateway to a Larger Documentation Task

While this form is only two pages, it acts as a gateway document. The insurer requires a comprehensive medical report and copies of all relevant investigations to be attached. The real documentation burden is not the form itself, but assembling the supporting report. This report must detail the chronological history, risk factors, clinical findings, treatment details, surgical history, complications, rehabilitation and the condition's functional impact, which is a significant undertaking.

Compiling the Treating Practitioner History

The form requires a table listing every doctor who has treated the patient for the condition. For each practitioner, you must provide their name, contact details, specialty and the dates of their initial and last visits. For patients with complex conditions involving multiple specialists over time, compiling this detailed information can be difficult and time-consuming. Tracking down exact visit dates from various referral letters and encounter notes across the patient's history is a common friction point.

Specificity Around Cancer Staging Systems

For oncology claims, the form includes a field for staging and requires you to specify the classification system used, such as AJCC or FIGO. This requires precision beyond just noting the stage itself. You must correctly identify and name the specific staging system that applies to the patient's diagnosis. Ensuring this detail is accurate is critical for the insurer's assessment of claims related to cancer, adding a layer of necessary clinical specificity to the documentation process.

Benefits of Using Heidi to Auto-Fill PPS Professional Health Preserver Declaration PDFs

The Full Medical Report, Drafted for You

The most significant task is not the form, but the comprehensive medical report the insurer demands. Heidi produces a draft report by drawing from visit notes, investigation results, medication history and procedure records. It organizes the information into the categories the insurer expects: chronological history, risk factors, clinical findings and functional impact. This gives you a structured starting point for your review, saving immense time compared to writing it from a blank page.

The Treating Specialist List, Pulled From the Record

That difficult table of every treating practitioner, their specialty and their visit dates is something Heidi can build for you. By accessing referral and encounter records in the patient's chart, Heidi generates the list of doctors who have been involved in the patient's care for this condition. It pulls their names, specialties and the initial and last visit dates, pre-populating a section that is otherwise a manual search through years of records.

The Diagnostic Summary, Surfaced in Seconds

Instead of searching the chart for key details, Heidi surfaces them for you. It pre-populates the form with the patient's member number and ID from their administrative record. It then pulls the primary diagnosis with its ICD-10 code, date of diagnosis and staging information directly from the problem list and oncology record. Dates of symptom onset and the first visit are surfaced from the encounter history, giving you the core diagnostic summary to review and confirm.

How to use this form

1

Auto-fill with Heidi

Click "Auto-fill Form with Heidi" to open the form in Heidi and complete the fields straight from your note, no copying and pasting.

2

Review and edit

Check the pre-filled details and make any changes before finalising the form.

3

Download or save

Download the completed form or save it directly into your patient records and workflows.

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