Procedure: Trupanion with payment methods for insurance benefits
It is important to know the general procedure of how to receive a Trupanion insurance benefit with a payment method. The information that follows gives the general procedure.
Note: A practice manager configures the Trupanion integration to use a payment method for
insurance benefits.
After Trupanion accepts an e-claim from ezyVet, the e-claim
record shows ACCEPT BENEFIT and REJECT
BENEFIT buttons:
Tip: The buttons show the insurance benefit
quantity in the button name. For example, if the insurance benefit quantity is
$70.00, the button names show ACCEPT $70.00 BENEFIT and
REJECT $70.00 BENEFIT:
After you select ACCEPT BENEFIT, ezyVet makes a payment record. The payment record initially has the created status. Then, you can receive the payment from the client. To receive the payment, select the Make Payment button that shows in the e-claim record or in the initial invoice.
After Trupanion makes the insurance benefit payment:
- Trupanion changes the e-claim record to show the Claim is settled status
- ezyVet shows the transaction number and service fee of the payment in the Financial section of the e-claim record sidebar
- ezyVet shows the accepted status in the payment record
- ezyVet adds the payment record to the initial invoice and does the necessary payment allocation
Note: Trupanion usually
makes the payment to your organization bank account in a period of 48
hours.
Note: A new e-claim record for a Trupanion claim has a Pay clinic
setting. The Pay clinic setting controls who Trupanion makes payment of the insurance benefit to. If you select Pay clinic, Trupanion makes payment to your organization. If you clear Pay clinic, Trupanion makes payment to the patient owner.