Insurance Manual
Claims Processing, Policy Management, and Approval Workflows.
Claims Management
Pre-authorization
Initiate requests in the "Pre-authorizations" tab. Click "New Pre-auth" and enter patient and policy details. Track status (Pending/Approved) before admission.
Claims Processing
Monitor submitted bills in the "Claims" tab. Update statuses (Submitted → In Review → Approved) as you communicate with TPA.
Provider Plans
Insurance Providers
Manage empanelled companies in the "Providers" tab. Click "Add Provider" to onboard new payers.