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Insurance claim

 

Using the Insurance Claim wizard in the PANTHEON VET program, we can quickly create invoices for the insurance company from the case document. For the needs of Triglav Insurance, we have also prepared an option to export a TXT file with data about the insurance claim. In case of selecting multiple claims the program also allows the creation of an invoice for the insurance claim with summed amounts.

TIP

You can read the technical instructions and field descriptions in the technical manual Insurance claim.

 We have divided the manual into the following chapters:

Create document

After creating the case document and entering the insurance data, it is possible to create an insurance claim for the completed service.

In this chapter, we will present an example of creating an insurance claim from the case document using the wizard.

Export file

The PANTHEON VET program allows, for the needs of Triglav Insurance, easy export of the insurance claim in a TXT file. In this chapter, we will present an example of editing the necessary settings and exporting the TXT file of the insurance claim.

Summary

In case of selecting multiple claims, the program also allows the creation of an invoice for the insurance claim with summed amounts.

In this chapter, we will present an example of creating a summary insurance claim.

 

 

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