Insurance

When can a client ask for a direct claim?
Anytime, providing we've seen documentation
If their invoice is over £400
We prefer indirect claims, discourage them from claiming and ask for full payment
When should a client bring in their insurance documents?
Anytime. We're guarenteed payment because they're insured.
After treatment has finished
When they arrive and before treatment has started
A patient is being admitted and owner would like to do a direct claim. You've seen the policy and are happy they're covered. Their excess is £99 plus 10% co payment. What else do you need?
Nothing, I'm satisfied they're covered.
Check with the vet what the estimate is, then take charge admin fee, plus £99 plus 10% of estimate
No treatment has been invoiced as yet, minimum we take is £150
Owner hands you his policy documents, what do you need to check for?
Company policy number, policy dates, cover limit, excess and if any exclutions
Company, Policy number, policy dates, excess
Policy number is enough. We can find out all other information by calling the insurance company
Policy number, excess and policy dates
You've checked the documents, and taken payment. What do you need to do now?
Ask for claim form
Accurately enter insurance details on Helix
Accurately enter details on Helix and scan policy documents to case number and ask for claim form
Scan documents to case number
Who is responsible for the balance whilst the claim is being processed?
Insurance company
Vets Now
The Owner
What part of the claim form does the owner need to fill out?
All of the policyholder part and signature
Just a signature
As long a their name is on it, we can do the rest
What should you NEVER say to a client wanting a direct claim?
Don't worry, we'll sort it all out for you
Insurance will cover everything
All of these
you don't have to do anything
What insurance companies do we need claim forms for?
All companies
all but petplan
All but petplan, direct line & bought by many
all but petplan and bought by many
With portal claims such as petplan etc.. what do we need and what does the client need to do?
Copy of policy documents & owner to submit claim
owner needs to submit claim online/with company
Nothing
{"name":"Insurance", "url":"https://www.quiz-maker.com/QC9RDB7PO","txt":"When can a client ask for a direct claim?, When should a client bring in their insurance documents?, A patient is being admitted and owner would like to do a direct claim. You've seen the policy and are happy they're covered. Their excess is £99 plus 10% co payment. What else do you need?","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}