Track horse insurance policies and claims

Keep track of a horse's insurance policies, and of any claims and the paperwork each one needs. Vivetra only tracks status. It never sends a claim to an insurer; someone submits it to the insurer directly and updates the status here.

Adding and changing policies and claims needs the ownership-management permission. Front desk, vets and practice managers have it by default.

Add a policy

1. On the horse's record, select Insurance claims (see Work with a horse's record).
2. Under Add a policy, enter the Insurer name and Policy number.
3. Choose the Coverage type: Mortality, Major Medical, Loss Of Use or Other.
4. Tick Requires insurer notification before euthanasia if the policy says so.
5. Select Add policy.

The Agent contact, Effective from and Effective until dates are optional but worth filling in.

To change a policy, select Edit on its row, make your changes and select Save policy.

Open a claim

You need at least one policy before you can open a claim.

1. Under Open a claim, choose the Policy.
2. If the claim is about a particular visit, choose it in Triggering event (visit, optional).
3. Select Open claim (starts as Pending).

Update a claim

1. In Claims, select Open on the claim.
2. Under Update claim status, choose the Status: Pending, Submitted, Paid, Denied, Withdrawn or Other. Fill in the Submitted on and Resolved on dates as they happen.
3. Select Save status.

Setting Submitted records that someone sent the claim to the insurer. It doesn't send anything itself.

Track the claim's documents

Each claim has a Document checklist of what the insurer needs, such as a claim form, vet records, invoices or a necropsy report.

1. Under Add a document to the checklist, enter the Document type and choose its status: Needed, Gathered or Not Applicable.
2. Select Add document.

When you've got a document, change its status on its row and select Set.