Configuration "Assistance. Medical Assistance" on controlled forms, based on the typical configuration "BAS Accounting, rev. 2.1"
- Учет договоров и полисов страхования;
- Учет застрахованных лиц;
- Учет страховых случаев;
- Ведение взаиморасчетов с контрагентами;
- СRМ.
List of functions of the module "Assistance.Medical Assistance" for BAS configurations on managed forms:
- Accounting of insurance contracts and policies:
- Accounting for insurance programs and options;
- Accounting for insurance packages;
- Accounting for exceptions;
- Accounting of permitted counterparties, franchises, limits;
- Accounting for Clinic Levels;
- Control of limits and insurance amounts;
- Automation of import of insurance policies;
- Automation of downloading insurance programs, exceptions.
- Registration of insured persons:
- Automatic identification upon incoming call;
- Auto-creation and identification when loading policies;
- Limit analysis, expense reports.
- Accounting of insurance cases:
- Automation of the case resolution process;
- Monitoring;
- Registration of quality of service assessment and service failures.
- Maintaining mutual settlements with counterparties:
- Settlements with service and medicine suppliers;
- Automatic posting of reports from counterparties on services rendered and medicines supplied;
- Mutual settlements with insurance companies: report generation, invoicing, registration of acts. Control of mutual settlements at all stages.
- СRМ:
- Accounting for internal tasks: addressing tasks to users, monitoring execution;
- Integration with telephony (как дополнительное решение);
- Business process "Insurance event", automatic generation of tasks for users to settle insurance events (as an additional solution);
- SMS-notification, e-mail.
Who needs it?
- Assistance companies for full business automation - automation of assistance, full automation of accounting.
- For insurance companies to automate medical assistance.
The configuration is implemented on the basis of the standard configuration "BAS Accounting, edition 2.1".
Learn more about the possibilities
1. Document "Insurance Contract".
Document is designed to record all contractual insurance conditions in the BAS database, namely:- Contract period, policyholder, insurance company;
- Policy of insured persons;
- Exceptions to the insurance contract;
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Insurance packages;
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Insurance program – groups of services, categories of services, limits on them;
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List of counterparties that are permitted to settle insurance cases;
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Information materials – physical files: list of insured persons, insurance program, the insurance contract itself;
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Series under the insurance contract, example: individuals, legal entities.
Fig. 1. Document "Insurance Contract". Basic form of the document. List of exceptions under the insurance contract.
Fig. 2. Insurance contract. Insurance program: types of services, groups of services, limits on them.
Fig.3. Insurance contract. Insurance programs (insurance packages), insurance amounts under the programs.
2. Document "Insurance Policy".
Document contains information about the insured person:
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assistance affairs;
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orders to the supplier;
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refusals to provide services.
Fig.4. Document log "Insurance policies".
3. Coverage Analysis Report.
The report allows you to check the volumes of services already ordered for the insured person at the moment for various groups and options, as well as see the remaining limit.
Fig.5. The "Coverage Analysis" report. It is performed from the insurance policy..
Shows all information on the policy: insurance program, limits, permitted medical institutions, deductibles, clinic levels. Data on insurance program coverage for individual and aggregate (general) limits.
4. Document "Assistance Case".
The document registers an insurance event upon the insured person's request.
Fig. 6. Document log "Assistance cases".
Fig.7. Document "Assistance case". Main dialog form. Insurance event data. Insurance event monitoring (diary).
The printed form of the Assistance Case Monitoring reflects the entire chronology of events of a given insurance case.
Fig.8. Assistance case. Printed form "Monitoring".
5. Document "Purchase Order".
The document records the list of services or goods ordered for the insured person under the assistance case in a medical institution.
Fig.9. Document log "Supplier order".
Fig.10. Document "Order to supplier". Pre-order of services in medical institutions, order of medicines in pharmacies.
The document order to the supplier contains printed forms:
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invoice order;
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Letter of guarantee.
Fig.11. Document "Order to supplier". Printed form "Letter of guarantee" for medical institutions for ordered services for insured persons.
6. Report "Statement of declared expenses".
The report analyzes the compliance of the amounts invoiced in the "Order to Supplier" documents and the amounts reflected in the "Record Expense" documents received from suppliers of medical services/goods.
The "Expense Recording" documents perform movements on the accrual of debt to service and medicine suppliers.
Fig.12. Report "Statement of declared expenses".
Fig. 13. List of documents "Recording expenses".
7. Report "Reimbursement from the insurance company".
The report shows the insurance company's accrual of compensation and what is closed by payment.
Fig.14. External view of the report "Compensation from the insurance company".
8. Business processes.
BPs provide an opportunity to move to process management and qualitatively improve the enterprise's activities through the automation of business processes. Business processes in the system are designed to combine individual operations (tasks) into chains of related actions, which will lead to the fulfillment of a specific goal.
Fig.15. Example of the business process "Outpatient treatment".
9. Tasks.
User tasks in the system allow you to keep track of tasks by performers and serve as a reflection of the progress of business processes by route points. At the same time, User tasks can be created not only by business processes, but also directly by users.
Fig.16. User tasks on the BAS home page.
10. Order service. SMS info.
Fig.17. Possibility of sending SMS messages, generating SMS text using templates.
11. Selecting an artist.
Fig.18. Selecting a counterparty by code for ordering services.
Fig. 19. Selection of a counterparty from the list of possible ones (red marks), the closest one for the insured person (blue mark).
12. Managers' performance indicators.
Fig.20. Report "Managers' Performance Indicators".
Additional features
The configuration is integrated with accounting and management accounting implemented in the standard configuration..
Peculiarities of conducting mutual settlements:
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"Expense Recording" documents perform movements to accrue debt to service and medicine suppliers;
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the possibility of accrual of debt has been implemented when the supplier's central office pays for subsidiaries.
The rights to the module are protected (certificate No. 36092). We provide favorable terms of cooperation for partners.
Configuration cost: from 200000 UAH
Developer: LLC "NCT"
www.nct.ua
info@nct.ua
Insurance company "Providna"
IC "Providna" sincerely thanks LLC "NCT" for fruitful cooperation in the support of accounting systems of medical assistance and accounting.
Our cooperation began in the middle of 2020, and during these three years, your services have always met our requirements and contributed to the positive development of our company.
We express our sincere gratitude for this fruitful experience of cooperation.
Our cooperation began in the middle of 2020, and during these three years, your services have always met our requirements and contributed to the positive development of our company.
We express our sincere gratitude for this fruitful experience of cooperation.
Garant-ASSISTANCE LLC
LLC "NCT" has been cooperating with LLC "Guarantor-Assistance" in the framework of medical, technical assistance and accounting since the beginning of 2005.
For more than eight years of collaboration, NCT LLC has established itself as a reliable partner providing high-quality services.
Services provided as part of medical, technical assistance and accounting support correspond to the level of requirements of Garant-Assistance LLC in terms of the quality and speed of their provision.
The company management expresses its sincere gratitude for the cooperation and hopes that together we will be able to ensure and maintain continuous positive development in this direction.
LLC "NCT" has been cooperating with LLC "Guarantor-Assistance" in the framework of medical, technical assistance and accounting since the beginning of 2005.
For more than eight years of collaboration, NCT LLC has established itself as a reliable partner providing high-quality services.
Services provided as part of medical, technical assistance and accounting support correspond to the level of requirements of Garant-Assistance LLC in terms of the quality and speed of their provision.
The company management expresses its sincere gratitude for the cooperation and hopes that together we will be able to ensure and maintain continuous positive development in this direction.
LLC "EuroAssistance"
EuroAssistance Limited Liability Company expresses its gratitude
to Sergey Nikitovich Gashuk for successful cooperation in introducing, configuring
and improving software for the medical assistance department.
The system of automation of operational accounting of the assisting company
/ loss settlement center "Assistance 1.1" has significantly improved the
efficiency and effectiveness of the provision of services in the process
of servicing insured persons under voluntary medical insurance contracts,
fully complying with the principles of market development.
Thanks to the new software, it was possible to reduce administrative costs
and the loss ratio of insurance events.
EuroAssistance LLC is quite cooperative with NCT and recommend it as a
reliable and responsible partner.
to Sergey Nikitovich Gashuk for successful cooperation in introducing, configuring
and improving software for the medical assistance department.
The system of automation of operational accounting of the assisting company
/ loss settlement center "Assistance 1.1" has significantly improved the
efficiency and effectiveness of the provision of services in the process
of servicing insured persons under voluntary medical insurance contracts,
fully complying with the principles of market development.
Thanks to the new software, it was possible to reduce administrative costs
and the loss ratio of insurance events.
EuroAssistance LLC is quite cooperative with NCT and recommend it as a
reliable and responsible partner.
LLC "Asistan Center "El. Ai. Si. Assistance"
On behalf of El.Ai.S. Limited Liability Company We express our gratitude
to you and your team for the high-quality development and implementation
of the Automation system for operational accounting of the assistance company
Assistance 1.1.
During the work, the NCT specialists demonstrated the company's customer
focus, professional approach and high level of qualification. The coordinated
work of the team allowed us to complete all the tasks in a short time, but
with high quality and professionally, taking into account the specifics
of our company.
We hope that our further cooperation will be as productive and effective.
to you and your team for the high-quality development and implementation
of the Automation system for operational accounting of the assistance company
Assistance 1.1.
During the work, the NCT specialists demonstrated the company's customer
focus, professional approach and high level of qualification. The coordinated
work of the team allowed us to complete all the tasks in a short time, but
with high quality and professionally, taking into account the specifics
of our company.
We hope that our further cooperation will be as productive and effective.
PAT INSURANCE GROUP "TAС"
The management of TAC Insurance Group expresses its gratitude to you for fruitful cooperation and the creation of a modern powerful automation system for the operational accounting of the loss settlement center, which is used in the Personal Insurance Department.
High professional level of creation and wide functionality of the system were separately noted by specialists of all departments of our company. Thanks to the implementation of this software product, the Company has optimized its business processes for supporting and servicing the insured and working with partners.
Separately, we want to note the high professional level and express gratitude for cooperation, constant support of working with the system, prompt response to requests for improving the system and user training.
During the joint work, the NCT specialists demonstrated the company's customer focus and result, significant experience in the development and implementation of modern software, competence in organizational and technical issues.
High professional level of creation and wide functionality of the system were separately noted by specialists of all departments of our company. Thanks to the implementation of this software product, the Company has optimized its business processes for supporting and servicing the insured and working with partners.
Separately, we want to note the high professional level and express gratitude for cooperation, constant support of working with the system, prompt response to requests for improving the system and user training.
During the joint work, the NCT specialists demonstrated the company's customer focus and result, significant experience in the development and implementation of modern software, competence in organizational and technical issues.
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