Auditor login sab dekh sakta hai par kuch save nahi kar sakta. Staff Login (ESS — sirf attendance / leave wala) aur CA login me Insurance page nahi chalta. Is page par PIN (Action Guard) nahi maanga jaata aur Day End band hone se claim ke kaam nahi rukte. Clinic ke paas 'Govt Schemes & Insurance' add-on na ho to kisi bhi role ke liye ye page kaam nahi karta (trial aur purane Pro / Enterprise plan me khula hai).
Insurance claim kaun bana ya settle kar sakta hai, receptionist bhi?
Haan — Insurance page par claim banana, status (Submit / Settle / Deny) badalna, company aur policy jodna / edit karna, Verify, AI Generate aur Submit to TPA har clinic login (owner, admin, doctor, receptionist, assistant, staff) kar sakta hai. Sirf owner / admin: mobile se company 'Deactivate', web par Setup → Integrations → Live TPA Pre-Auth settings aur 'Generate callback URL', aur Reports ka 'Insurance Claims' report.
Where in ORALZY: Billing → Insurance & RGHS → Insurance
Quick steps
- Apne login se Billing → Insurance & RGHS → Insurance kholo
- Claim / company / policy ka kaam kisi bhi clinic role se ho jaata hai
- Company deactivate ya Live TPA Pre-Auth settings ke liye owner / admin login use karo