Insurance Claims Without the Paperwork Maze
Manage insurance claims, copays, and patient coverage details within the billing workflow.
Why insurance billing frustrates clinics and patients
- Patient insurance details collected verbally and lost between visits.
- Claims rejected due to missing diagnosis codes or incomplete documentation.
- No tracking of claim status — staff call insurers repeatedly for updates.
Insurance details and claims managed inside the billing workflow
Store patient policy numbers, TPA details, and coverage limits in their profile. Generate pre-authorization forms and claims with coded diagnoses attached — and track claim status from submission to settlement.
Insurance Management on OPDIO
Manage insurance claims, copays, and patient coverage details within the billing workflow.
What you gain with Insurance Management
30% Fewer Rejections
Coded diagnoses and complete docs attached automatically to claims.
Policy on File
Insurance details captured once and available every visit.
Claim Tracking
Status dashboard shows submitted, approved, and pending claims.
Copay Calculation
System calculates patient copay vs insurer portion automatically.
Insurance claim from visit to settlement
End-to-end insurance workflow in Opdio.
How Insurance Management works in 4 steps
Capture insurance details
Record policy, TPA, and coverage limits at registration.
Generate claim from visit
Diagnosis codes and docs attach to claim form automatically.
Submit & track
Submit to TPA; track status from pending to approved.
Reconcile settlement
Record insurer payment against claim; patient copay billed separately.
Works seamlessly with
Explore related features
Frequently asked questions about Insurance Management
Ready to modernize your insurance management workflow?
Join thousands of healthcare professionals who run smarter clinics with OPDIO.