'Insurance Company' tabhi apne aap chuni jaati hai jab patient ki registration me likhi insurance company ka naam 'Insurance Companies' list ke naam se bilkul same ho; warna khud chuno (bina company claim save nahi hota). 'Policy Number' aam taur par khaali rehta hai — Pre-Auth Verify me save ki hui policy ka number ye nahi uthata, khud bharo. Notes ka 'Invoice: INV-…' app ka andar ka number hai, bill par chhapa bill number nahi. Patient chune bina dabane par 'Select a patient first — AI will pull their latest bill + treatments.' aata hai. Isme AI credit nahi katta — ye seedha bill aur treatment se bharta hai. Ye sirf form bharta hai; claim 'Create Claim' dabane par hi banta hai.
Claim me '🪄 AI Auto-Fill from Latest Bill' kya bharta hai?
'+ New Claim' me pehle 'Patient *' chuno, phir '🪄 AI Auto-Fill from Latest Bill' dabao: patient ke sabse naye bill ka total 'Pre-Auth Amount ₹' aur 'Claim Amount ₹' me aata hai (bill na ho to aakhri done treatments ka jod), aur 'Notes' me Dx, Procedures aur Invoice likh jaata hai. Message aata hai 'Auto-filled from … — verify then submit.' Sab check karke 'Create Claim'.
Where in ORALZY: Billing → Insurance & RGHS → Insurance
Quick steps
- Billing → Insurance & RGHS → Insurance → '+ New Claim' tab
- 'Patient *' dropdown se patient chuno
- '🪄 AI Auto-Fill from Latest Bill' dabao
- Company, Policy Number aur amounts check / theek karo → 'Create Claim'