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Submit an insurance claim

Link a patient's approved cover and unpaid bills into a claim to send to the insurer.

A claim pulls together the approvals and the patient's bills so you can ask the insurer for payment.

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Who does this: insurance desk · Where: Insurance › Claim Management › Claim Submission

Submit a claim​

  1. Open Insurance › Claim Management › Claim Submission. Choose the From Date and To Date and click Search to change the period.

    The Claim Submission list of admitted patients with an insurance organisation.

  2. Click the three dots at the end of the patient's row and choose Claim Entry.

    The Claim Submission screen with the Approval List, Diagnosis and Bill List.

  3. Check the Approval List. It shows each approval recorded for this patient.

  4. Choose the Diagnosis and click Add.

    The Diagnosis list.

  5. In the Bill List, enter the Claim Amount against each bill you are claiming. The Un Paid Amount and Bal Amount show what is left.

  6. Click Save.

Troubleshooting​

What you seeWhat it meansWhat to do
Invoice not available for this patientThe patient has no bill yet, so there is nothing to claim.Raise the bill first, then open Claim Entry again.
No Records Found under Approval ListNo approval has been recorded for this patient.Record it under Record the insurer approval.

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