メインコンテンツにスキップ
商品詳細は英語で表示されます。翻訳は近日公開予定です。
Clinical Insurance & TPA Claims — A made-to-order Odoo module that adds payer configuration, patient coverage, pre-authorizat — 1/1イメージプレビュー

A made-to-order Odoo module that adds payer configuration,

patient coverage, pre-authorization, and full TPA claim generation and reconciliation directly onto your patient invoices.

ECOSIRE builds it to your payer contracts, installs it, and supports it after go-live.

Clinical Insurance & TPA Claimsとは?

A made-to-order Odoo module that adds payer configuration, patient coverage, pre-authorization, and full TPA claim generation and reconciliation directly onto your patient invoices. ECOSIRE builds it to your payer contracts, installs it, and supports it after go-live. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

Insurance payer and plan master with covered-service lines, exclusion lines, and per-plan coverage percentages, modeled as related `models.Model` records with `ir.model.access.csv` control
Patient coverage records holding policy number, plan link, validity date range, and remaining coverage limit, validated so expired or exhausted coverage cannot be claimed
Coverage-aware pricing rules that auto-split each invoice line into patient-payable and payer-payable via computed fields (`@api.depends` on service, plan, and coverage %)
Ordered co-pay, deductible, and coverage-percentage calculation applied on the patient invoice so the split is deterministic and auditable
Pre-authorization request workflow that captures the payer's approval reference and blocks services flagged as auth-required until a reference is recorded
Claim generation directly from a posted patient invoice with an itemized covered/uncovered split carried onto claim lines
TPA (third-party administrator) master with per-claim routing, so each claim is sent to the correct administrator for the patient's plan
Claim status pipeline — `draft`, `submitted`, `approved`, `partially_paid`, `denied` — enforced as a state machine with guarded transitions
Denial handling with configurable reason codes and a one-click resubmission workflow that clones the claim while preserving the audit trail
EOB (explanation of benefits) reconciliation screen comparing expected versus paid amounts line by line, flagging short-pays and write-off candidates
Batch claim export to CSV or a payer/TPA-specific structured layout for upload to external portals
Payer-mix and outstanding-claims reporting via QWeb reports plus filterable list/pivot views for the revenue-cycle manager
Automated actions to flag aged outstanding claims and stalled authorizations for follow-up
`XML-RPC`/`JSON-RPC` endpoints so an external clearinghouse or portal can push claim status and pull adjudication results

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

技術仕様

Odoo互換性
Odoo 17, Odoo 18, Odoo 19
エディション
Enterprise&Community
ライセンス
ライセンスの確認が必要です
Python要件
Python 3.10+
データベース
PostgreSQL 12+

この製品について

Hospitals and clinics in insurance-heavy markets live or die on their revenue cycle, yet Odoo's native account module has no concept of a payer, a coverage limit, a co-pay, or a claim. Out of the box you can raise a patient invoice, but you cannot split it into a patient-payable and a payer-payable portion, you cannot record a pre-authorization reference against a procedure, and you have nowhere to track a claim through submission, adjudication, denial, and resubmission. Billing teams end up managing eligibility and TPA (third-party administrator) claims in spreadsheets and payer portals that never reconcile back to the ledger — so cash leaks through under-billed co-pays, missed authorizations, and denials that are never reworked.

This is a build-to-order module ECOSIRE develops on top of your existing clinical-core-his-emr and account install. We add a set of ORM models — an insurance payer and plan master (models.Model with covered-service and exclusion lines), patient coverage records carrying policy number, validity dates, and coverage limits, and a claim object generated from a posted patient invoice. Coverage-aware pricing rules run as computed fields (@api.depends on service, plan, and coverage percentage) so every invoice line is automatically split into patient-payable versus payer-payable, with co-pay and deductible applied in the right order. Pre-authorization is a small approval workflow that captures the payer's authorization reference and blocks claimable services that require one. Claims move through a state pipeline — draft, submitted, approved, partially_paid, denied — with denial reason codes and a resubmission path, and an EOB (explanation of benefits) reconciliation screen that compares expected against paid line by line.

Everything is wired to real Odoo primitives your team already knows. Access is governed by ir.model.access.csv plus record rules so billing clerks, coders, and finance see only what their role allows; QWeb reports produce claim forms and payer statements; automated actions can flag aged outstanding claims; and batch claim export emits a structured CSV (or a payer-specific layout) for upload to TPA portals, while the XML-RPC/JSON-RPC API lets you push or pull claim status from an external clearinghouse. Payer-mix and outstanding-claims dashboards give the revenue-cycle manager a single view of what is billed, adjudicated, and stuck. The module is delivered for your target line — Odoo 17.0, 18.0, or 19.0 — and works on Community or Enterprise (Enterprise adds the studio-style report designer and OCR-assisted document capture, neither of which the claim logic depends on).

Delivery is build-to-order: we start with a scoping call, map your payer contracts, plan rules, and TPA layouts, then build, test on a staging copy of your database, run UAT with your billing team, and deploy with a rollback plan. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company or multi-branch consolidation, additional payer/TPA export formats, and clearinghouse or portal integrations increase the quoted scope.

得られるもの

  • Installable source code for your target Odoo version (17.0, 18.0, or 19.0) with a clean `__manifest__.py` and versioned dependencies
  • Installation and configuration on your environment, including payer, plan, and TPA master setup from your contracts
  • Technical documentation covering the data model, security rules, computed fields, and API endpoints
  • End-user guide plus a live training session for billing, coding, and finance staff
  • UAT on a staging copy of your database with a documented rollback plan before production cutover
  • Post-go-live support window for defect fixes and configuration adjustments
  • Git repository handover with full commit history and branch tags per Odoo version
  • Payer/TPA export templates and sample reconciliation workbooks configured to your formats

これは誰のためのものですか

Revenue-Cycle / Billing Manager

Owns cash collection across a mixed cash-and-insurance patient base. Needs claims, authorizations, and denials tracked inside Odoo accounting so nothing leaks between the EMR, the ledger, and the payer portal.

Hospital Finance Controller (GCC / multi-payer)

Answers to management for payer-mix, outstanding receivables, and short-pays. Wants coverage-aware invoice splits and reconciliation that tie every claim back to a posted invoice and a bank receipt.

Insurance Coordinator / TPA Desk

Processes pre-authorizations and routes claims to the correct third-party administrator. Needs auth-reference capture, per-TPA routing, and batch export that matches each administrator's upload format.

Medical Coder / Claims Clerk

Prepares and resubmits claims day to day. Needs covered/uncovered line splits, denial reason codes, and a clean resubmission path that preserves the original claim's audit trail.

Clinical Insurance & TPA Claims の比較方法

基準エコシエールカスタムビルド競合他社Odoo 標準機能
Fit to your payer contracts & TPA formatsBuilt to your exact plans, coverage rules, and export layoutsFully bespoke but you carry all the analysis and riskGeneric payer model you must bend to fitNo payer, plan, or coverage concept at all
Invoice coverage split (co-pay/deductible/%)Automatic patient vs payer split via computed fieldsPossible if your developer designs it correctlyOften partial; ordering of co-pay/deductible variesManual — no split, single invoice total only
Pre-authorization workflowAuth-reference capture that blocks auth-required servicesWhatever you specify and pay to buildSometimes present, rarely enforced on servicesNone
Claim pipeline & denial/resubmissionFull draft→denied state machine with reason codes & reworkBuildable but time-consuming to get states rightBasic statuses; denial rework often missingNone
EOB reconciliation (expected vs paid)Line-by-line reconciliation flagging short-paysCustom scope, custom costUsually absent or spreadsheet-basedNone
Delivery model & timelineBuild-to-order, one working week from confirmed scopeWeeks to months depending on your teamInstant install but generic and unsupported-fitImmediate but does nothing for claims
Support & version upgradesPost-go-live window + optional 17/18/19 upgrade pathDepends on retaining your developerVendor forum/tickets, no fit guaranteeCommunity forums only
Ownership & lock-inFull git repo handover, no lock-inYou own it but also maintain it aloneLicensed code, limited controlN/A — nothing to own

Clinical Insurance & TPA Claims に関するよくある質問

Is this an existing app I can download and install today?

No. This is a build-to-order module. ECOSIRE develops it to your payer contracts, plan rules, and TPA export formats, then installs and supports it. There is no instant download — the value is that it fits your revenue cycle rather than forcing you into a generic template.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The clock starts once we have agreed the payer/plan configuration, coverage rules, TPA layouts, and the target Odoo version. Complex multi-company or clearinghouse integrations can extend that, and we will tell you before you commit.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. After a short scoping call we issue a fixed written quote. Drivers that change the quote include multi-company or multi-branch consolidation, extra payer/TPA export formats, clearinghouse or portal integrations, and the volume of historical claim data to migrate.

Which Odoo versions and editions are supported?

We build for Odoo 17.0, 18.0, or 19.0 on either Community or Enterprise. The claim, coverage, and reconciliation logic runs the same on both editions; Enterprise simply adds conveniences like the studio-style report designer and OCR document capture, which the module does not depend on.

What support and updates come after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration tweaks. Beyond that we offer optional annual support and version-upgrade services — for example carrying the module forward when you move from Odoo 17.0 to 18.0 or 19.0. You receive the full git repository, so you are never locked in.

Will it split invoices correctly between the patient and the insurer?

Yes. Coverage-aware pricing rules compute each invoice line's patient-payable and payer-payable portions using the plan's coverage percentage, co-pay, and deductible in a defined order. The split is a computed field tied to the invoice, so it is auditable and recalculates if coverage or plan data changes.

Can it integrate with our TPA or clearinghouse portal?

Yes, within the quoted scope. We provide batch export in CSV or a payer-specific structured layout, and the module exposes `XML-RPC`/`JSON-RPC` endpoints so an external clearinghouse can push claim status and pull adjudication results. Direct API integrations are scoped per portal since each has its own format and credentials.

見積もりを依頼

Clinical Insurance & TPA Claims

A made-to-order Odoo module that adds payer configuration, patient coverage, pre-authorization, and full TPA claim generation and reconciliation directly onto your patient invoices. ECOSIRE builds it to your payer contracts, installs it, and supports it after go-live.

  • Insurance payer and plan master with covered-service lines, exclusion lines, and per-plan coverage percentages, modeled as related `models.Model` records with `ir.model.access.csv` control
  • Patient coverage records holding policy number, plan link, validity date range, and remaining coverage limit, validated so expired or exhausted coverage cannot be claimed
  • Coverage-aware pricing rules that auto-split each invoice line into patient-payable and payer-payable via computed fields (`@api.depends` on service, plan, and coverage %)
  • Ordered co-pay, deductible, and coverage-percentage calculation applied on the patient invoice so the split is deterministic and auditable

見積もりを依頼

Clinical Insurance & TPA Claims のご要望をお知らせください。価格、ライセンスの選択肢、貴社に合わせたご提案を、通常1営業日以内にお送りします。

今すぐのお支払いはありません。これはチームへの見積もり依頼を送信します。価格と次のステップをメールでご案内します。