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Insurance Claims & Management

Manage insurance company profiles, verify treatment coverage, apply insurance pricing, and associate patients with their insurance plans — reducing claim rejections from day one.
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The claim rejection cycle

Clinics billing insurance companies without a centralized system face manual coverage lookups, wrong pricing, and high rejection rates that delay revenue collection.

Coverage guesswork
Without treatment-coverage lookup, staff guess whether a treatment is covered and submit claims that get rejected weeks later.
Wrong pricing on claims
Insurance-negotiated rates differ from clinic standard rates — applying the wrong price list to insurance patients causes underpayment or claim rejection.
No patient-insurance linkage
Without documented patient-insurance association, billing staff must manually collect insurance details at every visit — slowing intake and introducing errors.
Insurance management built into billing
Insurance company profiles
Maintain a database of private, public, and international insurance companies — with type classification, country filtering, and contact details.
Treatment coverage lookup
Check which treatments are covered under each insurance plan before the session — eliminating post-treatment claim surprises.
Patient-insurance association
Link patients to their insurance companies and plans — coverage details auto-apply during booking and billing without staff re-entry.
Insurance-specific pricing
Assign dedicated price lists to insurance companies — negotiated rates apply automatically when billing an insured patient.
Insurance discount rules
Configure insurance-specific discounts and co-pay rules — the system applies them consistently without staff judgment calls.
Coverage verification in session
Clinicians see the patient's insurance coverage during the clinical session — treatment decisions can account for what will be reimbursed.
Integrates with installment plans
For treatments not fully covered by insurance, the patient's remaining balance can be converted to an installment plan automatically — bridging insurance and patient payment workflows.
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Submit claims that get paid
Insurance management that connects coverage data to billing from the start — fewer rejections, faster collection.
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