Insurance claims

Where patients are covered by insurance, CuspFlow helps you track claims from submission to outcome. Claims live under Financials → Insurance Claims.

The claim lifecycle

Each claim moves through:

Pending → Submitted → Approved (or Rejected)

so you always know which claims are still outstanding and which have been settled.

Carriers and policies

• Maintain a directory of insurance carriers under Settings → Insurance Carriers.
• Record each patient's policy details on their profile, so claims carry the right carrier and policy information.

Insurance as a payment method

At checkout, Insurance is one of the available payment methods, so the portion covered by a claim is recorded alongside any cash or card payment the patient makes directly.

Insurance claim outcomes and outstanding amounts feed into your financial reports.