1. Health Insurance Claims
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Read claim stages, benefit decisions, verified payments and operation exceptions.

Overview
Health Insurance Claims · Overview

Health Insurance Claims dashboard

This quarter

Preauthorizations in view
6
Total requested benefit usd
3,980
Submitted
6
Requested at in 14 days
2

Claims by status

How far records got this quarter

StageReachedStep
Reported48
Assessment919%
Review222%
Approved150%

Claimed USD by status

Sample totals per stage

0
-4000Reported
-1000Assessment
-4000Review
-6000Approved
-2000Declined
Example screen with sample data

Questions to answer

Claims by stage List

Which reports still need assessment or a benefit decision?

Benefit decisions List

How do authorized benefits compare with the amounts claimed?

Verified benefit payments List

Which approved benefits have paid evidence attached?

Operation exceptions List

Which actions have an unresolved effect or failure reason?

More reports

Policy coverage limits Grouped

Show coverage lines, limits, deductibles and effective ranges beneath each policy.

Premium receipt verification List

Compare received amounts and verification states by policy and provider event.

Review decision trail List

List reviewer, decision, source revision and reason against each parent policy.

Set up Health Insurance Claims your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started