Header me dikhta hai kitni policies 'need verification' aur kitni active — par abhi Verify Queue sahi se nahi bharti, isliye 'All Policies' tab use karo. '🤖 Auto-Verify Queue' asli TPA se check nahi karta — app sirf dates aur policy number dekh kar andaza lagata hai, isliye uske 'VERIFIED' par bharosa mat karo. Valid To nikal chuki policy par '⚠ EXPIRED'. 'Show deactivated too' se band policies dikhti hain aur 'Reactivate' hota hai. Patient chart ke '🛡 Insurance / TPA' card se bhi policy jodi ja sakti hai. Ye 'Govt Schemes & Insurance' add-on ka hissa hai — menu me na dikhe ya 'Feature not available on your plan' aaye to Setup → Plan & Help → Store se le sakte hain.
Patient ki insurance policy treatment se pehle verify kaise kare?
Billing → Insurance & RGHS → Insurance → Pre-Auth Verify → 'Add Policy': 'Patient *', 'Insurer *', TPA, 'Policy Number *', Plan Name, Card Number, Member Name, Valid From / To, Sum Insured ₹, Used ₹, Copay %, 'Pre-auth required' / 'Cashless' → 'Save'. Phir TPA / insurer se phone ya portal par confirm karke policy card par 'Verify' → '✓ Verified' / '✗ Declined' / '⚠ Expired' + 'Notes (insurer remarks)' → 'Save Verification'.
Where in ORALZY: Billing → Insurance & RGHS → Insurance → Pre-Auth Verify
Quick steps
- Billing → Insurance & RGHS → Insurance → Pre-Auth Verify
- 'Add Policy' → patient aur policy details → 'Save'
- TPA / insurer se confirm karke policy card par 'Verify'
- Verified / Declined / Expired chuno, remarks likho → 'Save Verification'