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Insurance & TPA Claims Management Software Pre-Authorisation to Settlement

Medbus keeps every insurance and TPA case in one place: payer rates and rules, pre-authorisation status, cashless and reimbursement bills, the documents each payer asks for, and claim status and ageing — so clinics chase what is stuck instead of what is already paid.

  • Payer & TPA masters
  • Pre-authorisation tracking
  • Cashless & reimbursement
  • Claim status & ageing
  • Free personalised demo
  • No setup fee
  • Onboarding & data migration included
Clinic team using Medbus insurance & tpa claims
Quick answer

What is insurance and TPA claims management software?

Insurance and TPA claims management software tracks every insured patient's case from pre-authorisation through billing, document submission and settlement. It stores payer-specific rates and rules, keeps claim documents together and reports which claims are pending, delayed or settled.

Explore the features

Key takeaways

  • Fewer queried and rejected claims
  • Faster settlement follow-up
  • Correct payer rates on every bill
  • Documents always with the claim
  • Clear view of money pending by payer
Insurance & TPA Claims features

What Medbus Insurance & TPA Claims does for your clinic

8 capabilities, all on the same patient record as the rest of Medbus.

  • Insurer & TPA masters*

    Rates, packages and rules per payer, applied automatically on the bill.

  • Pre-authorisation tracking

    Know what is approved, pending or queried before treatment.

  • Cashless & reimbursement flows

    Both routes in one process, with the insurer and patient shares separated.

  • Claim document management

    Every attachment the payer asks for, kept with the case.

  • Claim status tracking

    Submitted, queried, approved, settled or rejected — at a glance.

  • Ageing reports

    Claims by age and payer, so follow-up goes where money is stuck.

  • Payer-wise settlement view

    Which insurers and TPAs pay on time, and which do not.

  • Deductions & short payments

    Record deductions against each claim to see what was not paid and why.

How it works

Insurance & TPA Claims in Medbus, step by step

  1. 1

    Case registered

    Insurer, TPA and policy recorded with the visit or admission.

  2. 2

    Pre-auth tracked

    Requested amounts and approvals recorded against the case.

  3. 3

    Bill & documents

    Insurer and patient shares billed, documents attached.

  4. 4

    Settlement followed

    Status and ageing tracked until the claim is closed.

Medbus insurance & tpa claims in use at a clinic
Why it matters

Why insurance billing needs its own workflow

Insurance revenue is often the largest and slowest money a clinic or hospital earns. When pre-authorisations, documents and claim statuses live in emails and spreadsheets, claims are delayed, queried or short-paid. One workflow per case keeps everything a payer needs together and shows exactly what to chase.

  • Fewer queried and rejected claims
  • Faster settlement follow-up
  • Correct payer rates on every bill
  • Documents always with the claim
  • Clear view of money pending by payer
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What changes

How Medbus makes Insurance & TPA Claims better

  1. Faster settlements

    Ageing reports show which claims to chase first.

  2. Fewer rejections

    Complete documents and correct rates first time.

  3. Clean patient bills

    Insurer and patient shares separated clearly.

  4. Payer insight

    See which insurers pay slowly or deduct most.

Made to fit

How you can customise Insurance & TPA Claims

Set up for your clinic during onboarding — no custom development, and you can change it later.

  • Your payers & rates

    Insurer and TPA masters with negotiated rates and packages.

  • Document checklists

    The documents each payer requires, so nothing is missed at submission.

  • Claim statuses

    Stages that match how your billing team works.

  • Approvals & limits

    Who can create, edit and submit claims, by role.

  • Reports for your accounts team

    Ageing buckets and payer views exported to Excel.

Frequently asked questions

Insurance & TPA Claims FAQ
View all FAQs
What does insurance and TPA management in Medbus include?
Insurer and TPA master records with rates, pre-authorisation tracking, cashless and reimbursement billing, claim document management, claim status and ageing reports, and a payer-wise settlement view.
Can Medbus handle cashless and reimbursement claims?
Yes. Both routes are handled in one process. For cashless cases the bill separates the insurer's and patient's shares; for reimbursement the patient receives the documents they need to claim.
Does Medbus submit claims to insurers automatically?
Medbus prepares and organises the bill, documents and status tracking. Submission happens through each insurer's or TPA's own process; exact payer workflows are confirmed during implementation.
Can we track which claims are delayed?
Yes. Ageing reports group pending claims by days outstanding and by payer, so your team can follow up on the claims that are stuck first.
Which plan includes insurance and TPA billing?
Insurance and TPA billing is included in the Professional and Enterprise plans. Availability of specific payer workflows depends on your region.
Can we record deductions and short payments?
Yes. Deductions are recorded against each claim with a reason, so you can see what was not paid by each insurer and why.

Last updated . Capabilities marked * or "where configured" depend on your plan, region and the modules enabled for your clinic.

See it in your workflow

See Medbus Insurance & TPA Claims in action

Book a free walkthrough with a Medbus specialist. Tell us how your clinic works today and we will show you insurance & tpa claims running on your own services, doctors and branches — along with the modules it connects to — before you choose a plan.

  • No obligation, no setup fee
  • A walkthrough of your specialty
  • Reply within one working day
  • Free onboarding and migration

+91 89217 54101 admin@techbus.org

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Tell us about your clinic — we'll set up a walkthrough around it.