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Insurance & Claims Management — A made-to-order Odoo module that turns patient encounters into payer-ready HCFA-1500 claim fo — 1/1イメージプレビュー

A made-to-order Odoo module that turns patient encounters into payer-ready HCFA-1500 claim forms and EDI 837P

submissions, with denial tracking and remittance reconciliation.

ECOSIRE builds, installs, and supports it for your Odoo 17, 18, or 19 environment.

Insurance & Claims Managementとは?

A made-to-order Odoo module that turns patient encounters into payer-ready HCFA-1500 claim forms and EDI 837P submissions, with denial tracking and remittance reconciliation. ECOSIRE builds, installs, and supports it for your Odoo 17, 18, or 19 environment. 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

New `claim`, `claim.line`, `payer`, and `policy`/`subscriber` models with proper relational links to `res.partner`, providers, and `account.move`
Service lines carrying CPT/HCPCS procedure codes, up to four modifiers, ICD-10 diagnosis pointers, units, unit charge, and service date range
Pixel-aligned HCFA-1500 (CMS-1500 02/12) QWeb PDF report that overlays claim data onto the standard red-ink box coordinates
EDI 837P Professional generator producing ANSI X12 5010 output with correct ISA/GS/ST envelopes and 2000/2010/2300/2400 loop hierarchy
Provider modeling that separates billing, rendering, and referring providers with NPI, taxonomy, and Tax ID/EIN capture
Pre-submission claim scrubber using `@api.depends` compute fields to flag missing NPI, invalid POS, or diagnosis-pointer mismatches before export
Documented claim state machine (draft → scrubbed → submitted → accepted/rejected → paid/denied) with guarded transitions
835 remittance (ERA) handling: post payer payments, contractual adjustments, and CARC/RARC denial reason codes against claim lines
Timely-filing deadline tracking with automated activity reminders raised on the claim chatter as the filing window closes
Denial and rework worklist views with filters by payer, aging bucket, and denial reason for AR follow-up
`ir.model.access.csv` plus record rules scoping claims to the owning company and PHI-aware billing role groups
XML-RPC/JSON-RPC API endpoints so an EHR, scheduler, or clearinghouse integration can create claims and poll statuses
Batch claim generation and export so a day's encounters produce one 837P file for the clearinghouse in a single action
Configurable payer profiles holding submitter IDs, clearinghouse routing, and payer-specific edit rules

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

Healthcare and specialty providers running Odoo hit a wall the moment revenue depends on getting paid by insurers rather than customers. Odoo's native sale.order and account.move models were built for commercial invoicing, not for the claims lifecycle: there is no place to hold a subscriber, a policy, a group number, CPT/HCPCS procedure codes with ICD-10 diagnosis pointers, place-of-service codes, or a rendering-vs-billing provider distinction. Teams end up rekeying encounter data into a clearinghouse portal or a standalone billing tool, then reconciling payments by hand — losing the audit trail, the denial history, and the timely-filing clock in the process. A typical off-the-shelf apps.odoo.com module for insurance rarely models the actual claim standards, so it breaks the first time a payer rejects an 837P for a malformed loop or a missing NPI.

We build a dedicated claims backbone as a proper Odoo module. New models (models.Model) capture the payer, the policy/subscriber, and the claim header with its service lines — each line carrying procedure code, modifiers, diagnosis pointers, units, charge amount, and service dates. Computed fields (@api.depends) roll line charges into a claim total, derive the balance after each payment, and flag lines that violate payer-specific edits before you ever submit. The HCFA-1500 (CMS-1500 02/12) form is generated as a pixel-aligned QWeb PDF report that overlays your data onto the red-ink boxes for payers that still require paper or fax. For electronic submission we build an EDI 837P (Professional) generator that emits a compliant ANSI X12 5010 file — ISA/GS envelopes, the 2000/2010/2300/2400 loops, provider and subscriber segments, and the SV1 service lines — ready to hand to your clearinghouse or SFTP endpoint. Status transitions (draft → scrubbed → submitted → accepted/rejected → paid/denied) are driven by a documented state machine, with automated actions that stamp submission timestamps and open follow-up activities on the claim's chatter.

The module is secured the Odoo way. Access rights live in ir.model.access.csv and record rules restrict claims to the owning company and to billing-role groups you define, so front-desk staff, coders, and billers each see only what their role permits — important when protected health information is involved. Remittance handling closes the loop: we can parse an 835 remittance (ERA) or let billers post payments and adjustments against claim lines, with denial and CARC/RARC reason codes tracked so your team can work an aging worklist instead of chasing paper. Everything is exposed over Odoo's XML-RPC/JSON-RPC API, so an existing EHR, a scheduling system, or a clearinghouse webhook can create claims and read statuses programmatically. We target Odoo 17.0, 18.0, and 19.0, and note Community vs Enterprise differences up front — the claims logic runs on Community, while features like studio-style customization or advanced accounting analytics assume Enterprise where your edition provides them.

Because this is build-to-order, nothing is a shrink-wrapped download. After a short scoping call we confirm your payer mix, the standards you must meet (837P today, with 837I institutional or real-time 270/271 eligibility as options), your clearinghouse, and your Odoo version and edition. We build against a staging copy of your database, run UAT with your billers on real claim scenarios, 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-provider-group setups, additional EDI transaction types, clearinghouse-specific formatting, and encounter-data migration volume increase the quoted scope. You receive a fixed quote after the scoping call — never a surprise.

得られるもの

  • Installable, version-pinned Odoo module source (`__manifest__.py`, models, views, security, QWeb reports) for your Odoo 17.0, 18.0, or 19.0 edition
  • Installation and configuration on your environment, including payer profiles, provider records, and clearinghouse routing
  • Technical documentation: data model, state machine, 837P segment mapping, and API reference
  • User guide plus a live training session for your billing and coding team
  • Post-go-live support window for defect fixes and configuration adjustments
  • UAT on a staging copy of your database with a documented rollback plan before production deployment
  • Private git repository handover with full commit history and tagged release
  • Sample 837P output and a completed HCFA-1500 PDF validated against your payer requirements

これは誰のためのものですか

Billing manager at a clinic on Odoo

Runs revenue cycle end to end and needs claims to leave Odoo as clean 837P files, with denials tracked and the timely-filing clock visible, instead of rekeying every encounter into a clearinghouse portal.

Odoo implementation partner serving healthcare clients

Wants a maintainable, standards-correct claims module they can deploy and support for provider clients, with documented 837P mapping and a git handover rather than a black-box third-party app.

Operations lead at a multi-provider practice

Manages several rendering providers and payer contracts and needs role-scoped access, per-provider NPI handling, and batch submission so a day's encounters export in one controlled action.

IT/systems owner integrating an EHR with Odoo

Needs the claims backbone reachable over XML-RPC/JSON-RPC so the EHR or scheduling system can push encounters and read claim statuses without manual double entry.

Insurance & Claims Management 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
Claims standards supportHCFA-1500 QWeb + compliant 837P X12 5010, built to your payersWhatever you spec and can maintain in-houseOften partial or non-standard; breaks on payer rejectionsNone — no claim, payer, or EDI concept exists
Fit to your workflowBuilt around your payer mix, providers, and clearinghouseFully bespoke but you own all design decisionsFixed feature set; you adapt to itCommercial invoicing only, not claims
Odoo version coverageBuilt and tested for your 17.0, 18.0, or 19.0 editionDepends on your team's Odoo depthVaries; may lag new Odoo releasesShips with core, no claims features
PHI access controlRole-scoped via `ir.model.access.csv` + record rulesMust be designed and audited by youGeneric access; rarely PHI-role awareStandard Odoo access, no claim scoping
Denial & remittance handling835/ERA posting, CARC/RARC codes, aging worklistBuild it yourselfFrequently missing or manualNot applicable
Integration surfaceXML-RPC/JSON-RPC for EHR and clearinghouseYou build the API contractsLimited or closedGeneric ORM API, no claim models
Delivery & riskone working week, UAT on staging + rollback planOpen-ended; scope and QA on youInstant install but unproven on your payersImmediate but no capability
Ownership & supportGit handover + post-go-live support windowYou own and maintain everythingVendor-locked; support variesCommunity/Enterprise support, no claims scope

Insurance & Claims Management 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 designs, builds, installs, and supports it for your specific Odoo version, edition, payer mix, and clearinghouse. There is no instant download — we deliver working, tested source code plus deployment after your scope is confirmed.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The clock starts after the scoping call, once we've agreed the payers, EDI transactions, Odoo version, and any integrations. Larger scope — multiple provider groups, extra EDI types, or heavy data migration — can extend the timeline, and we tell you that up front in the quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative figure for a single-company base scope. After a short scoping call we give you a fixed quote — no surprises. Drivers that increase scope include multi-company or multi-provider setups, additional EDI transaction types (837I, 270/271), clearinghouse-specific formatting, and the volume of historical claim/encounter data to migrate.

Which Odoo versions and editions do you support?

We support Odoo 17.0, 18.0, and 19.0. The core claims logic — models, HCFA-1500 QWeb report, and 837P generation — runs on Community. Where your workflow relies on Enterprise-only capabilities such as advanced accounting analytics, we note those differences during scoping so nothing is assumed.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration adjustments, plus a git repository handover so you own the code. Beyond the included window, we offer ongoing support and version-upgrade services — for example migrating the module when you move from Odoo 18 to 19 — quoted separately.

Will the 837P output be accepted by our clearinghouse?

We build the 837P as compliant ANSI X12 5010 with correct envelopes and loop structure, then validate sample output against your clearinghouse's requirements during UAT. Clearinghouses differ in submitter IDs and formatting preferences, so we tune the payer profiles and routing to your specific endpoint before go-live.

Can it connect to our EHR or scheduling system?

Yes. The module exposes claims and statuses over Odoo's XML-RPC/JSON-RPC API, so an EHR, scheduler, or clearinghouse webhook can create claims and read their state programmatically. The exact integration surface is part of scoping and affects the quote.

見積もりを依頼

Insurance & Claims Management

A made-to-order Odoo module that turns patient encounters into payer-ready HCFA-1500 claim forms and EDI 837P submissions, with denial tracking and remittance reconciliation. ECOSIRE builds, installs, and supports it for your Odoo 17, 18, or 19 environment.

  • New `claim`, `claim.line`, `payer`, and `policy`/`subscriber` models with proper relational links to `res.partner`, providers, and `account.move`
  • Service lines carrying CPT/HCPCS procedure codes, up to four modifiers, ICD-10 diagnosis pointers, units, unit charge, and service date range
  • Pixel-aligned HCFA-1500 (CMS-1500 02/12) QWeb PDF report that overlays claim data onto the standard red-ink box coordinates
  • EDI 837P Professional generator producing ANSI X12 5010 output with correct ISA/GS/ST envelopes and 2000/2010/2300/2400 loop hierarchy

見積もりを依頼

Insurance & Claims Management 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。

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