Smarter Week

How to automate it

How to automate “fill in pet insurance claim forms”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

15 min
typically, a few times a week
60%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Submit pet insurance claims straight from the PIMS or insurer portal

Several pet insurers accept claims and records electronically from the clinic, and some pay the clinic directly at checkout. That replaces filling in claim forms by hand.

Typically saves about 50% of the time1 h to set up
  1. 1Check which insurers your clients use most and whether your PIMS integrates with them (for example Trupanion Express direct pay).
  2. 2Use the insurer's vet portal to upload invoices and records for the rest.
  3. 3Keep a one-page guide at the desk showing which insurer uses which route.
  4. 4Let owners upload their own claims through the insurer app where that is faster.

Tools: Trupanion Express · Insurer vet portals · Your practice management system (ezyVet, Cornerstone, AVImark, Covetrus Pulse, Shepherd, Digitail, Vetspire, Instinct or similar)

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Vet receptionist / client service

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Other common tasks for Vet receptionists / client service