Insurers, Schemes & Policies
Record the policy once
Insurers, their schemes and the members you serve, with the co-pay rules that make every subsequent invoice split itself.
What it does
Built into the day-to-day
- Insurer directory with contacts and TPA fee
- Schemes per insurer with their co-pay rules
- Patient policies with member number and validity
- Active policy applied automatically at billing
- Expired policies retained on record
Where the work happens
The forms and views behind it
The screens your staff actually use to run this, and what each one saves them.
Who you bill
Every insurer and scheme you work with, with the members currently covered.
Adding an insurer
Name, contact and TPA fee, enough for claims and settlement reconciliation to work.
Schemes and their co-pay rules
Each insurer's schemes with the split that every invoice will apply automatically.
Who is actually covered
Active member policies with their numbers and validity, the list billing checks against.
Questions
Frequently asked
Can a patient hold more than one policy?
Yes. Policies carry validity windows, and billing uses the active one while past policies stay on record.
More in Insurance & Claims
Related capabilities
See Insurers, Schemes & Policies working
The live demo is a fully loaded facility. Open it and use this feature with real data.