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Medical Claim Form

Medical Claim Form Template for India

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Key Requirements PROMPT example:

Medical Claim Form

"I need a Medical Claim Form for our company's group health insurance policy that will be effective from January 2025, covering both cashless and reimbursement claims for a workforce of 500+ employees across multiple locations in India."

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Document background
The Medical Claim Form is a crucial document used in the Indian healthcare and insurance ecosystem for processing health insurance claims. It serves as the primary instrument for policyholders to request compensation or payment for medical expenses under their health insurance policies. The form is designed to comply with IRDAI regulations and various Indian insurance laws, including the Insurance Act, 1938, and IRDAI Health Insurance Regulations, 2016. It can be used for both cashless facility requests at network hospitals and reimbursement claims for treatment at any healthcare facility. The document captures comprehensive information including policyholder details, patient information, treatment particulars, expense breakdowns, and necessary declarations, while also incorporating provisions for different types of claims such as planned procedures, emergencies, and corporate group policy claims.
Suggested Sections

1. Policy Details: Basic insurance policy information including policy number, type, and validity period

2. Policyholder Information: Personal details of the policyholder including name, contact information, and ID proof

3. Patient Information: Details of the patient if different from policyholder, including relationship to policyholder

4. Hospital/Healthcare Provider Details: Information about the treating hospital/facility including name, address, and registration number

5. Claim Details: Nature of illness/injury, date of admission/treatment, type of claim (cashless/reimbursement)

6. Treatment Details: Information about the medical procedure, diagnosis, and treatment provided

7. Expense Details: Itemized list of medical expenses being claimed

8. Payment Details: Bank account information for reimbursement claims

9. Declaration and Consent: Policyholder's declaration of truth and consent for accessing medical records

Optional Sections

1. Accident Details: Additional section required when claim is related to an accident, including date, location, and circumstances

2. Previous Claims History: Section for declaring any previous claims under the same or other policies

3. Third Party Administrator Details: Required when claim is processed through a TPA

4. Corporate Details: Additional section for group insurance policies, including employer information

5. International Treatment Details: Required for claims related to treatment received outside India

Suggested Schedules

1. Schedule A - Medical Bills and Receipts: Itemized list of all medical bills and receipts with reference numbers

2. Schedule B - Medical Reports: List of all medical reports, test results, and discharge summaries attached

3. Schedule C - Pre-authorization Documents: Copies of pre-authorization requests and approvals for planned procedures

4. Appendix 1 - Document Checklist: Checklist of all required documents for claim processing

5. Appendix 2 - Claim Processing Timeline: Information about expected processing time and claim status tracking

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions






































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Relevant Industries

Healthcare

Insurance

Medical Services

Corporate Healthcare Management

Healthcare Administration

Financial Services

Employee Benefits

Hospital Management

Relevant Teams

Claims Processing

Policy Administration

Healthcare Coordination

Customer Service

Compliance and Legal

Medical Records

Benefits Administration

Underwriting

Risk Assessment

Corporate Relations

Relevant Roles

Insurance Claims Manager

Healthcare Administrator

Claims Processing Executive

Medical Insurance Coordinator

Benefits Administrator

Insurance Underwriter

Medical Claims Auditor

Healthcare Relations Manager

Policy Administration Officer

Customer Service Representative

Corporate HR Manager

Insurance Compliance Officer

Medical Records Officer

Hospital Insurance Coordinator

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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