Top tips for sending claims

As VetEnvoy is a service via Practice Management Systems (PMS), we aren’t able to give guidance on how to use services but we can offer some top tips to ensure that the pet insurance company has all they need to swiftly process claims.

  1. Review Policyholder information
    Ensure that the policyholder’s name and details are accurate on the client file. A common error is that the client name on file isn’t matching the policyholder’s name. Most Insurers will have a policy validating step, by having these details correct it can ensure no delays.
  2. Specify who the Insurer should pay
    When submitting the claim, you should have an option of paying the policyholder or the clinic. Paying the policyholder is the default unless you chose the option to ‘Pay Vet’. If you have submitted with the incorrect option, please cancel the claim and try again. If you haven’t had a direct payment from an Insurer before, they should contact you to ask for your bank details.
  3. Specify if the claim is a continuation
    Choosing this option will help the Insurer and this should allow the claim to be processed quicker.
  4. Upload clinic history
    Please remember to add the animal’s clinical notes and history to the claim submission. This information is vital for the insurer to process the animal’s claim. In cases where prior history is missing, the Insurer may contact your clinic for clarification.

If you are needing further help on how to use services, please contact your PMS support directly who will be able to give first line guidance for your system.

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