Insurance
Pre-authorisation, claims, settlement and TPA setup.
Screens in this module
| Screen | Where to find it |
|---|---|
| Pre-Authorization › Application | Go to Insurance › Pre-Authorization › Application; record the insurer reply under Approval. |
| Claim Management › Claim Submission | Go to Insurance › Claim Management › Claim Submission. |
| Claim Management › Claim Settlement | Go to Insurance › Claim Management › Claim Settlement (or Billing › Bill Settlement). |
| Masters › TPA Master | Go to Insurance › Masters › TPA Master. |
Step-by-step guides
How-to Guides
Step-by-step guides for every SoftClinic GenX module. Pick a module:
Getting Started
4 items
Patients
1 item
Health Information Exchange (ABDM)
Create and verify ABHA health IDs and link patient records to ABDM.
Appointments
Book, reschedule and cancel OPD appointments and set up doctor calendars.
Queue Management
Issue tokens, call patients and run the waiting-area displays.
Bay Management
Track OPD patients through consultation bays.
Doctor Work Bench (EMR)
The doctor's patient queue, SOAP consultation notes and orders.
In-Door Management (IPD & Emergency)
Admissions, beds, transfers, discharge, emergency and operation theatre.
Nursing Work Bench
The nurse's worklist, ward tasks and nursing charting.
Billing
OPD and IPD bills, payments, deposits, refunds, estimates and billing masters.
Insurance
Pre-authorisation, claims, settlement and TPA setup.
Laboratory
Sample collection, result entry, authorisation, lab masters and analyser integration.
Radiology
Radiology orders, report writing and report templates.
Pharmacy
Counter sales, ward requisitions and returns.
Inventory Management
Purchasing, goods receipt, stock transfer, consumption and stock reports.
Medical Records
Case-file tracking and record completeness.
File Manager
Upload and find patient documents.
Certificate
Certificate templates and issued certificates.
Home & Dashboards
Home, quick dashboards and management intelligence.
Patient Relationship Management
Feedback, campaigns, follow-ups, complaints and leads.
Human Resource
Employees, leave, shifts, attendance and payroll inputs.
Configurations (Admin)
Users, roles, audit and application settings.
General Masters
Locations, departments, drugs and other shared lists.
Asset Management
Equipment register, transfers, AMC, calibration and depreciation.
Maintenance Management
Preventive and breakdown maintenance.
Complaint Management
Equipment and facility complaints from logging to closure.
Blood Bank
Donors, collection, testing, inventory and transfusion.
Biomedical Waste
Waste from generation to disposal.
DPDP Compliance
Data-protection requests, consent and breach handling.
Advance Accounting
Ledgers, vouchers and financial statements (opens a separate app).
Questions about this module? See the Insurance FAQs.