Two kinds of visit
The first check-up of the year is the first visit. Every later check-up for the same patient is a consultation. They sound similar at the counter, but PhilHealth treats them as two different things. They are reported separately and they have different cutoffs (PC 2024-0013).
Why the first visit matters most
The first visit is the one that opens the door. Finished first visits go to PhilHealth in a report, and PhilHealth's portal opens the patient's yearly sign-up (YES) only after it receives that report. If the first visit is late, the sign-up is late too, and so is everything that depends on it.
Once the report is in, PhilHealth reviews it and accepts the first visit. SugboDoc can show where a first visit stands, but acceptance is PhilHealth's decision alone.
The cutoffs, in plain words
First visits close on the 7th of the following month. A first visit seen in March should be sent by the 7th of April. Consultations close at the yearly second-payment cutoff, which is a single date for the whole year. Always check Circular 2024-0013 for the current dates before you plan around them.
Missing a cutoff has different effects. A late first visit rolls into the next payment run, so payment arrives later than it should. A late consultation may not count for the second payment at all.
What "Ready to Report" means
In SugboDoc each visit shows a status: Draft, Ready to Report or Submitted. Ready to Report means the visit passed SugboDoc's completeness check. It does not mean PhilHealth has accepted it. Staff can review the visit, see the gaps listed first, and then choose to send. Sending is never automatic.
A simple habit that helps
Treat the first visit as the urgent one. Report it as soon as it is Ready to Report instead of waiting for the cutoff, then use the deadline calendar to keep consultations from piling up near the yearly date. The calendar shows each unsent visit with a countdown, so nobody has to check a spreadsheet to know what is due.
Keep reading
YAKAP rules, coverage, cutoffs and payment amounts are set by PhilHealth and can change. Check the latest official issuances before relying on this page. SugboDoc is a software tool: it does not grant accreditation and cannot guarantee acceptance or payment.