Insurance, TPA and corporate billing Live · no direct portal link

Pre-authorisations, claims and corporate bills without the spreadsheet

Hospital-linked and employer-covered patients bring paperwork: a pre-authorisation request, approved session counts, claim statements, TDS on settlements and monthly bills to a company HR team. Physio Clinic Software keeps all of it on the patient record and next to the invoices.

In short: Physio Clinic Software tracks insurance and TPA pre-authorisations for physiotherapy (requested and approved sessions, amount, validity, payer queries), counts each completed session against the approval automatically, bills those sessions to the insurer, and builds claim statements and consolidated monthly bills for corporate tie-ups with the company's GSTIN. Settlements with TDS and deductions are applied to the invoices. Submission to insurer and TPA portals stays manual: there is no direct portal connection.

Included on every plan from ₹999 per therapist a month · no card · free data import

Pre-authorisations
Lata · R TKR rehab · Sunrise Health via Carewell TPAPartly approved
Approved 10 sessions · ₹6,500 · used 6 of 10 · valid to 26 Nov
Raj · L4-L5 disc · requested 10Query: MRI report
Corporate statement CL/26-27/0004
Kovai Textiles · 11 invoices · September₹8,640
Sample screen with illustrative data.

The pre-authorisation workflow

1

Create the request

Pick the patient, insurer and TPA, policy and member ID, diagnosis with optional ICD-10 code, and the sessions you need. The amount fills in from the agreed rate.

2

Print and submit

Print a one-page request on your letterhead with assessment findings and baseline outcome scores, and upload it on the TPA portal with the prescription.

3

Record the decision

Mark it submitted, query raised, approved, partly approved or denied, with the payer's reference, approved sessions, amount and validity.

4

Sessions count down

Each completed session is counted against the approval and its invoice is billed to the insurer, so the desk sees "6 of 10 used" before the next booking.

Claims, corporate bills and settlements

Claim statements

Select the open invoices for a payer and period and create a numbered claim with a printable statement listing each invoice and patient.

Corporate tie-ups

Bill employee sessions to the company and raise one consolidated monthly statement with the company's GSTIN, employee IDs and credit terms.

Settlements with TDS

Record the amount received, TDS and any disallowed amount with the UTR. Payments are applied to the claim's invoices in order.

Payer list

Insurers, TPAs and companies with agreed rates per session, discounts, credit days, contacts and a link to each portal.

What is and is not automated

There is no live connection to insurer or TPA portals: each one has its own login and upload process, and none publishes an integration for small physiotherapy clinics. Physio Clinic Software prepares the documents, tracks status and does the session and money arithmetic; your desk submits on the portal or by email.

Physiotherapy by a clinical establishment is exempt from GST (SAC 9993), so claim statements show exempt service lines; braces and other goods sold to the same patient carry GST at their HSN rate on separate retail lines. Your CA should confirm TDS treatment on insurer settlements.

Insurance billing in physio software

ProductInsurance and claims
Physio Clinic SoftwarePre-auth tracking, session count-down, claim statements, corporate GSTIN bills (India); manual portal submission
WebPTBenefits verification and revenue-cycle management (US) (public information as of October 2026; check with the vendor)
PtEverywhereRCM add-on at USD 39 (US) (public information as of October 2026; check with the vendor)
NookalMedicare and bulk billing (Australia) (public information as of October 2026; check with the vendor)
EmbodiaInsurance billing (Canada) (public information as of October 2026; check with the vendor)

Frequently asked questions

Does Physio Clinic Software submit claims to the TPA portal for me?

No. It prepares the pre-authorisation request and claim statement, tracks status, approvals and settlements, and counts sessions, but your team uploads documents on each insurer's or TPA's portal or sends them by email. We will not claim a portal integration that does not exist.

How are approved sessions counted?

When a session for a patient with an approved pre-authorisation is marked completed, it is counted against the approval (for example 4 of 10 used), the appointment is linked to it, and the session invoice is billed to the insurer. Expired or fully used approvals stop counting.

Can I bill a company for its employees every month?

Yes. Add the company as a corporate payer with its GSTIN and credit days, set it on each employee's profile, and at month end create one consolidated statement of all open invoices for that company.

How do I record a settlement with TDS?

Open the claim, enter the amount received, the TDS deducted and any disallowed amount with the UTR. The amount received plus TDS is applied to the claim's invoices in order, and the claim is marked settled or part-settled.

Is insurance billing an extra cost?

No. Pre-authorisation tracking, claims and corporate billing are included on every plan, from ₹999 per therapist a month.

Patients do their exercises. You see the progress.

Physio Clinic Software sends home-exercise plans on WhatsApp with a daily check-in in Tamil, Hindi, Telugu, Kannada, Malayalam or English, keeps every session pack's balance in view, and runs appointments, SOAP notes and GST billing in one place. From ₹999 per therapist a month, with a 30-day free trial, no card and free data import.