Overview
Register contracted insurers and each service's discount rate, link an insured patient to their insurer directly, file a claim from the same visit with a clear requested amount, and track it through to settlement — no scattered paperwork.
What you get
- Contracted insurers with a different discount per service
- Link a patient to their insurer from their profile
- A claim filed from the visit with a requested and an approved amount
- Claim status tracking: submitted, accepted, rejected, or paid
How it works
- 1
Set up the insurer and discounts
Add the insurer and set each service's discount rate independently, per the contract.
- 2
Link the patient and file the claim
Link the patient to their insurer, then file the claim from the visit with the requested amount.
- 3
Track through to settlement
Follow the claim's status (submitted/accepted/rejected) until the approved amount and payment are recorded.
Why clinics care
- Claims organized in one place instead of paper files
- Clear per-service discount rate for every insurer
- Less manual chasing with insurance companies