Create a claim on behalf

Steps

1. Go to Claims Management → Claims.
2. Click New Claim.
3. Search and select the member (or open New Claim from a member profile where the member is already fixed).
4. Choose benefit category (OPD, IPD, Pharmacy, Lab, Other) and cover type when shown.
5. Enter service date, claimed amount, panel hospital (when applicable), and provider details.
6. Attach receipts or prescriptions if available.
7. Review the insight chips (balance / panel hints), then submit.

Create Claim on Behalf — member, category, amount, and panel hospital.

Tips

• The dialog surfaces the member’s available allowance so you can spot over-claim amounts early.
• Claims created on behalf still flow through the same adjudication path as member-submitted claims.

Related

• Process a claim · Manage members