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.