The yearly sign-up (YES), step by step

What YES is

YES is the patient's yearly confirmation on the PhilHealth portal. It is done by the patient, on PhilHealth's side, once a year. The clinic does not complete it for them. What the clinic does is make sure the patient can reach it, and keep a record that it happened.

Step by step

First, the patient has chosen your clinic and has had the check-in face scan. Second, the first visit is finished and the clinic sends the first visit report. Third, once PhilHealth has received that report, the portal opens the patient's yearly sign-up. This order matters: YES opens only after the first visit report is received, so a patient cannot sign up early (PA 2025-0072, PA 2026-0029).

Fourth, the patient signs up on the portal and a scan reference is produced. Fifth, the clinic logs that reference in SugboDoc. Sixth, PhilHealth reviews and accepts the first visit. The yearly sign-up does not block a visit or a report from being sent. It is a step to follow up, not a lock.

What SugboDoc shows

The yearly sign-up tracker groups patients into three simple lists: who still needs to sign up, who is waiting on PhilHealth, and who is done. Each patient shows the next step, the date and the reference. Patients whose check-in scan is logged and whose first visit report is sent appear in the sign-up queue, because those are the people the portal can now open.

If the portal is down

Portals go down. When that happens, a paper YES can be kept on file instead (PA 2026-0052). Keep the original signed copy, and note in the patient record that the paper version exists. Do not discard it once the portal comes back.

Common slip-ups

The most common problem is simply that nobody followed up. A report went out, the portal opened, and the patient never completed the sign-up. A tracker that shows waiting patients with dates makes that visible. Read the advisories listed below for the current steps, because PhilHealth can change them.