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How do I set up a Claim Type?

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Claim Types

A health insurance claim or a medical insurance claim is a request that is raised by the policyholder for compensation of the expenses incurred for the treatment.

A Claim Type categorizes the different types of claims which can be made by employees. E.g. Dental, Vision, Surgical, etc.

Enter New Claim Type

Enter Claim Type details

Claim Type Code: Enter a user defined code which represents the claim description.

Claim Type Description: Enter a user defined claim type based on the schedule of benefits defined by your insurance provider.

YTD Limit - Single: Enter the Year to Date limit for single coverage for the claim type. You should get hsi amount from your health plan administrator.

YTD Limit - Dependant: Enter the Year to Date limit for dependant coverage for the claim type. You should get hsi amount from your health plan administrator.

Save the record and enter additional claim types as required.

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