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Patient Insurance Estimator, Copay & Claims Ledger

Patient Insurance Estimator, Copay & Claims Ledger

$ 141.75 $ 141.75

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License: OPL-1, every download is watermarked.
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Compatible with Odoo 18.0 · 19.0
OPL-1 license · 35+ languages · Community & Enterprise
Patient Insurance Estimator, Copay & Claims Ledger for Odoo — preview banner

Patient Insurance Estimator, Copay & Claims Ledger

Coverage-aware treatment estimates, copay math and a full claims ledger for dental & medical clinics

Patient Insurance Estimator, Copay & Claims Ledger Model insurance plans per procedure category (coverage %, deductible, annual maximum, waiting periods, frequency limitations), get a real time patient-responsibility estimate at treatment-planning time with primary and secondary coordination of benefits, and track the full claim lifecycle (submitted / paid / denied / appealed) with expected-vs-received reconciliation, write-off posting and outstanding-claims aging.

Key Features

Clinic Insurance Claim

Clinic Insurance Claim. Tracks Claim Number, Billed Insurance Enrollment, Patient, Procedure, Primary Claim (if this is secondary). One-click submit, register payment, deny, appeal, write off balance.

Clinic Insurance Plan

Clinic Insurance Plan. Tracks Plan Name, Insurance Payer, Plan Code, Currency, Annual Deductible.

Clinic Insurance Coverage Rule

Clinic Insurance Coverage Rule. Tracks Plan, Procedure Category, Coverage %, Waiting Period (months), Frequency Limit (count).

Clinic Patient Insurance Enrollment

Clinic Patient Insurance Enrollment. Tracks Patient, Insurance Plan, Member / Policy Number, Subscriber Name, Relationship to Subscriber.

Clinic Procedure Category

Clinic Procedure Category. Tracks Category, Code, Sequence, Active, Notes.

Clinic Procedure

Clinic Procedure. Tracks Procedure, Procedure Code, Category, Standard Fee, Currency.

Clinic Treatment Insurance Estimate

Clinic Treatment Insurance Estimate. Tracks Reference, Patient, Primary Insurance, Secondary Insurance, Estimate Date. One-click recompute lines, confirm, create claims, view claims.

Register Claim Payment

Register Claim Payment. Tracks Claim, Currency, Expected Amount, Received Amount, Received Date. One-click apply.

Use Cases

✓Manage clinic insurance claim directly inside Odoo without spreadsheets.
✓Manage clinic insurance plan directly inside Odoo without spreadsheets.
✓Manage clinic insurance coverage rule directly inside Odoo without spreadsheets.
✓Manage clinic patient insurance enrollment directly inside Odoo without spreadsheets.
✓Stay audit-ready with German statutory references and exportable worksheets/files (you submit under your own login).

Screenshots

Patient Insurance Estimator, Copay & Claims Ledger — Claims in Odoo

Claims

Patient Insurance Estimator, Copay & Claims Ledger — Insurance Plans in Odoo

Insurance Plans

Patient Insurance Estimator, Copay & Claims Ledger — Patient Insurance Enroll in Odoo

Patient Insurance Enroll

Specifications

  • Compatible: Odoo 18.0 / 19.0
  • License: OPL-1
  • Languages: 35+
  • Author: Pokutsoft
  • Dependencies: base, mail
  • Support: support@pokutsoft.com
  • Update date: 2026-07-24