Visit hospitals regularly
Meet with TPA Desk, Medical Superintendent, or Billing Head
Explain the service proposal and MOU
Support in onboarding new hospitals
2. Document Collection
Collect required patient documents from the hospital, including:
KYC documents
Treatment estimate
Pre-authorization papers
Final bill and bill breakup
Doctor's notes
Discharge summary
Payment receipts
Prepare a list of missing documents
3. Claim File Preparation
Scan, organize, and arrange all documents
Prepare the claim file in standard format
Follow proper PDF naming guidelines
Ensure all documents are ready for portal uploading
4. Claim Submission (TPA/Insurance Portal)
Upload pre-authorization files
File enhancement requests
Submit final claim files
Respond to queries raised by TPA/Insurance
Track approval and rejection status
5. Daily Reporting
Update the daily case status sheet
Maintain submitted / approved / pending claim lists
Share daily updates with the hospital
Maintain the internal reporting dashboard
6. Coordination & Follow-up
Follow up with TPA/Insurance representatives
Coordinate with hospital billing teams
Highlight and escalate claim delays
Provide clarifications whenever required
Required Skills
Basic knowledge of Hospital TPA/Insurance (preferred)
Strong communication and coordination skills
Knowledge of document handling and scanning
Computer proficiency: Email, PDF tools, Excel, portal operations
Must have a bike and a valid driving license