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Petalcare: Clinic Management and Insurance Claims Software

Petalcare is clinic software designed and built by our team for a group of clinics. It handles appointments, patient records and billing, and turns each visit into an insurance claim that the team can send and follow until it is paid.

Healthcare clinics Web software for clinic groups Web
Petalcare · admin
Petalcare clinic management and insurance claims software: admin dashboard design

Petalcare was designed and built by the PRS CloudTech team.

1 web app
Apps
4
User roles
4
Screens shown
the visit
Claim created from

The brief

What a clinic group needs

A group of clinics has the same work in every building: appointments, check-in, doctors, bills. When each site keeps its own records, the owners cannot see how the group is doing. Patients who visit two clinics are treated as new people.

Insurance claims make it harder. Staff type the same details again from the bill into a claim form, send documents by email, and then wait for weeks. When the insurer asks a question, it can sit in someone's inbox.

  • 1

    One record per patient

    A patient seen at any clinic should have one history that the right staff can open.

  • 2

    A smooth front desk

    Booking, check-in and the insurance check should be quick and visible on one screen.

  • 3

    Claims without retyping

    The claim should come from the visit and the bill, not from a second round of data entry.

  • 4

    A clear view of what is stuck

    The team should see which claims are waiting, for how long and what is needed next.

What we designed

Inside Petalcare

Petalcare keeps the clinic work and the claim work in one place, so a visit turns into a claim without extra typing.

Group view

Owners open one screen and see visits today, waiting time, doctors in and open claims for every clinic. Clinics that are busy are marked, so staff can be moved to help.

Front desk appointments

The appointment list shows each patient, the doctor, the reason and the status. Check-in is one tap. A payment column says whether the patient pays cash, has cashless cover or needs approval first.

Claims from visits

After a visit, the bill lines and diagnosis go into a draft claim. Staff check the codes, add documents such as reports and receipts, and send the claim to the insurer.

Claims tracker

Every claim sits in one list with its insurer, amount, status and days waiting. Filters show claims that need information, are waiting for the insurer or have been rejected.

Questions from insurers

When an insurer asks for a missing document, the claim shows what is needed and who should add it. A history on the right records every step, so nothing is lost between people.

Reminders and reports

Claims that wait too long get an automatic reminder to the insurer. Reports show how much is paid, how much is waiting and which reasons for rejection come up most.

Screens

How Petalcare looks

Group view: visits, waiting time and claim status across every clinic
Group view: visits, waiting time and claim status across every clinic
Claims tracker: every claim by insurer, status and days waiting
Claims tracker: every claim by insurer, status and days waiting
One claim: bill lines, documents, the insurer’s questions and the history
One claim: bill lines, documents, the insurer’s questions and the history
Front desk: today’s visits by doctor, with check-in and insurance status
Front desk: today’s visits by doctor, with check-in and insurance status

How it works

Key journeys, step by step

Here is how the main tasks work in Petalcare, from a morning check-in to a paid claim.

Check a patient in

The front desk opens today's list, checks the insurance column, and taps Check in. If approval is needed, a request goes to the insurer.

Finish a visit

The doctor adds the diagnosis and treatment. The bill and a draft claim are created from them.

Send and follow a claim

Claims staff attach documents, send the claim, and watch its status. If the insurer asks for more, the claim is flagged.

Review the group

The owner opens the group view, sees which clinic is busy and which claims are stuck, and assigns people to fix them.

Suggested technology

Laravel MySQL Redis Vue Secure file storage

What we would deliver

Product planning UI/UX design Web app development Insurer data integration Reports and dashboards

FAQ

Questions about building a product like Petalcare

What is clinic management software with claims?

It is software that runs the daily work of a clinic, such as appointments, patient records and bills, and also prepares insurance claims from each visit and tracks them until the insurer pays.

What decides the cost and timeline of clinic software like this?

The main drivers are the number of clinics and roles, how many insurers you need to connect to, the forms and price lists you use today, and whether old patient records must be moved in. A first version with appointments, billing and claims can be built first, with reports and reminders added after.

Can you build clinic software like this for my group of clinics?

Yes. We can build it for one clinic or many, with your own forms, doctors, price lists and insurer rules, and connect it to the systems you already use.

How does the claim get created?

When the doctor finishes a visit, the bill lines and diagnosis already in the record are copied into a draft claim. Staff check it, attach documents and send it to the insurer.

How is patient data kept private?

Each person only sees what their role needs. Front desk, doctors, billing and claims staff have different access, and every change to a record is logged with who made it and when.

#clinic-management-software #insurance-claim-tracking-software #multi-clinic-software #hospital-billing-software #appointment-scheduling-for-clinics #healthcare-software-development

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