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User roles and responsibilities


User Class 1

Registration Desk Staff

User Class 2 

Cashier /Pharmacy-Cashier

User Class 3

Claims Manager

User Class 4:

Finance staff

User Class 5:

Lab/IPD staff

Registration new Patient

Registration charge

(Complete cash payment accounting flow)

Verify Insurance eligibility and Balance

Generate Claims reports

Check the status of payment before service

Registration old patient

Lab service charge

(Complete cash payment accounting flow)

Tag quotation’s mode of payment as Insurance

Generate non-claims reports


Registration of Insured

Patient and Insuree

Patient and Insuree validation

Pharmacy charges

(Complete cash payment accounting flow)

Complete accounting flow for services claims




IPD Charges(Bed charges, procedures,etc.)

Consolidate the Claims (Rx, Labs)-final draft claim




Pharmacy-cashier need to complete claims accounting flow for Rx

Submit Claims/

Track Claims response





Correct and Resend claims for rejected claims





Upload medical evidence doc from mobile app





Break the quotation into claimable and cash payment quotations





Take consent from patient for Claim