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Insurance Partners

Insurance partners are the insurers whose cards your business accepts. When a customer presents a valid insurance card, the sale is automatically split between the insurer and the patient according to the configured coverage percentage.


Access​

  1. In the left sidebar, click Finance Zone.
  2. Click Insurance.

You will see a list of all configured insurance partners. If none exist yet, the list will be empty.


Add an insurer​

Click Add Insurer (top right corner) and fill in the form:

Business details:

FieldDescription
Branch / LocationYour business location, if you operate in multiple branches
Insurance Short NameAbbreviation used internally (e.g. SSN, CNAV, RSSB, RAMQ, CNAS)
Partner Full NameInsurer's full legal name
Tax Identification / TINInsurer's tax number
CUI / CAENBusiness registration identifiers where applicable
Business IDInsurer's business registration number, may match the tax ID
AddressInsurer's registered address

Coverage:

FieldDescription
Default Coverage %The percentage the insurer covers on qualifying products

Click Save to create the insurer.


How coverage works​

The Default Coverage % defines the payment split on every sale to a patient holding a valid card from this insurer.

Example: For an insurer which covers 75%:

PartyPays
Insurer75% of the qualifying amount
Patient25% of the qualifying amount
info

Coverage only applies to products defined as qualifying under this insurer's formulary. Products not included in the formulary are billed entirely to the patient.

note

→ See Insurance Formularies to configure which products are covered.

note

→ See Insurance Co-Pay Dedicated to Pharmacies based in Rwanda subjected to RRA compliance.


Key points​

PointDetail
Coverage %Determines the insurer/patient payment split
FormulariesDefine which products qualify for coverage
Multiple branchesAssign the correct branch when operating across locations
Short nameUsed as the insurer label throughout the system