Worksheet

Health claim follow-up sheet

One page holds one block per claim. The header holds policy, patient and hospital. Below it sit rows for intimation, pre-authorisation, document pack, submission, queries, settlement and payment, each with a due date, a done date and a proof reference. A footer logs calls to the insurer.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Claims follow-up checklist for health insurance agents”, www.gullysystem.com/blog/claims-follow-up-checklist-for-health-insurance-agents