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Clinic group softwareWeb

Clinic software for patients, billing and insurance claims

Run appointments and billing for several clinics, turn each visit into an insurance claim, and follow every claim until the insurer answers.

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Group view: visits, waiting time and claim status across every clinic
Fig. 01 — Group view: visits, waiting time and claim status across every clinic
1patient record, shared by every clinic in the group
4staff roles, each with its own access
0claim fields typed twice: the claim comes from the visit
01 / Features

Six parts, one set of records

Clinic work and claim work share the same patient, visit and bill. Nothing is copied from one system to another.

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.

One view for all clinics

Owners see visits, waiting time and open claims at a glance.

Claims from visits

Bills and diagnosis turn into a draft claim, with no retyping.

Claims tracker

Filter claims that need information or wait for the insurer.

02 / Screens

The screens

Walk through the group view, the front desk and the claims tracker.

Claims tracker: every claim by insurer, status and days waiting
Fig. 02Claims tracker: every claim by insurer, status and days waiting
One claim: bill lines, documents, the insurer’s questions and the history
Fig. 03One claim: bill lines, documents, the insurer’s questions and the history
Front desk: today’s visits by doctor, with check-in and insurance status
Fig. 04Front desk: today’s visits by doctor, with check-in and insurance status
03 / Workflow

From check-in to a paid claim

  1. 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.

  2. Finish a visit

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

  3. 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.

  4. 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.

04 / Roles

Built for the people who run the clinics

Role 01

Clinic owners

See every clinic on one screen and move staff to the busy ones.

Role 02

Front desk

Check patients in, see how each one pays and send approval requests.

Role 03

Claims staff

Attach reports and receipts, send claims and answer insurer questions.

05 / FAQ

Questions clinic groups ask

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.

See Petalcare in action

Walk through the group view, the front desk and the claims tracker.

See the screens →