Claim from an insurer

Step by step

1. 1

   Open Insurance

   Go to «Ventas › Seguros». In the «Aseguradoras» (Insurers) tab add the ones you work with, if they are not there yet.

2. 2

   Create the claim

   Tap «Nueva reclamación» (New claim). Pick the patient and the insurer, enter the authorization and add the procedures with quantity and price.

3. 3

   Group them in a settlement

   To send them to the insurer, group the claims in a settlement with «Agregar a una liquidación».

4. 4

   Follow up

   Each claim shows its status: pending, completed or cancelled. From the settlement you can download the PDF and create the invoice.