{"id":17017,"date":"2021-02-12T15:50:27","date_gmt":"2021-02-12T14:50:27","guid":{"rendered":"https:\/\/timp.pro\/2021\/02\/12\/customers-with-an-insurance-company-manage-them-easily-in-timp\/"},"modified":"2021-02-12T15:50:27","modified_gmt":"2021-02-12T14:50:27","slug":"customers-with-an-insurance-company-manage-them-easily-in-timp","status":"publish","type":"post","link":"https:\/\/timp.pro\/en\/customers-with-an-insurance-company-manage-them-easily-in-timp\/","title":{"rendered":"Customers with an insurance company: manage them easily in TIMP"},"content":{"rendered":"<div class=\"trix-content\">\n<div>If you manage a clinic we have no doubt that you are already more than used to apply a different price to those <strong>clients who come to consult through an insurance company.<\/strong><\/div>\n<div><\/div>\n<div>Now that you are using <a href=\"https:\/\/www.timp.pro\">TIMP<\/a> in your business and have digitized a large part of your business, you should know that you can also do the same for customers who have private insurance.  <\/div>\n<div><\/div>\n<div>We explain everything below.<\/div>\n<div><\/div>\n<div><\/div>\n<h2>The TIMP Insurance module<\/h2>\n<div>As you already know, the most complicated thing about managing clients with insurance is that <strong>they are charged a different price than the one you have established for a certain service<\/strong> in your clinic.<br \/>\nIn addition to that, the client does not pay for the consultation, but <strong>you must send the insurance companies the billing data of all the consultations with insurance<\/strong> that you have had, so that the companies can pay you for them. <\/div>\n<div><\/div>\n<div>This, which may seem like a mere administrative task, actually entails hours of paperwork, and at TIMP we have made it our mission to help you reduce this management time to a minimum.<\/div>\n<div><\/div>\n<div>For this purpose <strong>, we provide you with the insurance companies module<\/strong>, which will allow you to keep these specific collections up to date and manage their remittance to the insurance companies with complete simplicity.<\/div>\n<div><\/div>\n<div>First of all, this module is not activated from the panel unlike the rest, but <strong>you have to request it to our support team<\/strong>.<br \/>\nThey will take care of getting it ready for you to start managing the clients assigned to an insurance company with the convenience offered by TIMP. <\/div>\n<div><\/div>\n<h3>Automating your customers&#8217; insurance premiums<\/h3>\n<div>The first thing to do once you have activated the insurance companies module is to <strong>configure the specific price of your premiums<\/strong> <strong>for each insurance company<\/strong> you work with or will work with.<\/div>\n<div><\/div>\n<div>To do this, from the control panel you only have to access the <strong>Rates <\/strong>section and select the one in which you want to modify the quota by entering the different insurances with which you usually work.<\/div>\n<div><\/div>\n<div>Once inside the quota, edit it and look for a section called <strong>Insurances that accept this voucher<\/strong>: there you can add a specific insurance and the price you will charge in your clinic.<\/p>\n<figure class=\"attachment attachment--preview attachment--jpg\"><\/figure>\n<\/div>\n<div><\/div>\n<div>Thus, when you serve a client assigned to an insurance company, you will only have to select their insurance company and <strong>TIMP will automatically assign them the price you stipulated<\/strong> for them <strong>.<\/strong> <\/div>\n<div>  <\/div>\n<h3>Linking an insurance policy to a client<\/h3>\n<div>Now let&#8217;s move on to a practical case: <strong>a client with an insurance company arrives at your clinic<\/strong>.<br \/>\nWell, with this module activated, the management process is really simple: <\/div>\n<div><\/div>\n<ol>\n<li>Access your profile from the control panel and go to the <strong>Profile<\/strong> section.<strong> <\/strong>There you will see a subsection called <strong>Health Insurance<\/strong>.<br \/>\nEasy, isn&#8217;t it?   <\/li>\n<li>Select the insurance policy your client has taken out and then <strong>enter the policy number<\/strong> and associated data.<\/li>\n<\/ol>\n<div><\/div>\n<div>From that moment on, every sale you make to that client, or that he pays from the application through the in-app payment, <strong>will appear in your accounting section with the price associated with his <\/strong>specific <strong>insurance. <\/strong><\/p>\n<\/div>\n<div><\/div>\n<h2>Easily manage the collection of insurance payments<\/h2>\n<div>You will agree with us that this is wonderful: you no longer have to go around consulting the specific prices of each insurance policy one by one when dealing with a client with an insurance company.  <\/div>\n<div><\/div>\n<div>What if we told you that you no longer have to collect one by one the sales of a specific insurance company at the end of the month in order to get paid for your services?<br \/>\nWell, that&#8217;s it! <\/div>\n<div><\/div>\n<div>Because with TIMP&#8217;s insurance companies module <strong>at the end of the month you only have to filter these sales<\/strong> to be able to collect them:<\/div>\n<div><\/div>\n<ol>\n<li>Go to the <strong>Accounting<\/strong> section, and in the <strong>Sales<\/strong> section click on <strong>Filter<\/strong> (or what is the same, on the funnel icon).<\/li>\n<li>In the <strong>Insurer <\/strong>section you select the company whose sales you want to filter at that moment and set the specific month in the start and end date fields.<\/li>\n<\/ol>\n<div><\/div>\n<div>You can now <strong>export the resulting list and send it to the insurance company<\/strong> in question for payment of the total amount.<\/p>\n<figure class=\"attachment attachment--preview attachment--jpg\">\n<\/figure>\n<\/div>\n<div><\/div>\n<div>What are you waiting for to check it out in your own center?<br \/>\nRequest the activation of the insurers module now and let TIMP do the hard work for you! <\/div>\n<div><\/div>\n<div><\/div>\n<div>Get more information in the following links:<\/div>\n<div><\/div>\n<div><a href=\"https:\/\/help.timp.pro\/es\/articles\/1802370-modulo-de-aseguradoras-seguros\"><a href=\"https:\/\/help.timp.pro\/es\/articles\/1802370-modulo-de-aseguradoras-seguros\">Insurance companies module (insurance)<\/a><\/a><\/div>\n<div><a href=\"https:\/\/help.timp.pro\/es\/articles\/1802331-cuotas-de-seguros\"><a href=\"https:\/\/help.timp.pro\/es\/articles\/1802331-cuotas-de-seguros\">Insurance premiums<\/a><\/a><\/div>\n<div><a href=\"https:\/\/help.timp.pro\/es\/articles\/1802079-como-filtrar-las-ventas-de-un-seguro\"><a href=\"https:\/\/help.timp.pro\/es\/articles\/1802079-como-filtrar-las-ventas-de-un-seguro\">How to filter insurance sales<\/a><\/a><\/div>\n<div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Managing your clients&#8217; insurance is a headache for you?<br \/>\nWith TIMP that&#8217;s over.<br \/>\nFind out!  <\/p>\n","protected":false},"author":233048127,"featured_media":8085,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[760843510],"tags":[760843539,760843526,760843520],"class_list":["post-17017","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-timp-en","tag-for-your-customers","tag-functionalities","tag-timp-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customers with an insurance company: manage them easily in TIMP - TIMP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/timp.pro\/en\/customers-with-an-insurance-company-manage-them-easily-in-timp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customers with an insurance company: manage them easily in TIMP - TIMP\" \/>\n<meta property=\"og:description\" content=\"Managing your clients&#039; insurance is a headache for you? 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