• Coordinate with patients, hospital teams and internal teams for assigned cases and process requirements.
• Counsel patients over the call by explaining the applicable WeAssist process, required documents, claim/insurance requirements, approvals, payments and next steps.
• Complete/fill applicable insurance claim forms using accurate patient, hospitalization, insurance and treatment details.
• Verify claim-form information against the available documents and obtain required signatures/declarations wherever applicable.
• Collect, receive and verify patient, insurance, claim and supporting documents and identify missing, incomplete, incorrect or unclear documents.
• Coordinate with patients and hospital teams for pending documents, corrections, signatures and other case requirements.
• Upload and maintain required documents and case information in the Company’s ERP platform, OCTA, and keep case records updated.
• Coordinate and follow up on final approval, discharge-related requirements and other applicable claim/insurance documentation.
• Handle patient, hospital and TPA-related queries, follow up for resolution and escalate delayed, exceptional or unresolved cases as required.
• Maintain an Excel sheet for assigned case tracking and follow-up.
• When required, visit nearby hospitals to collect physical documents or complete necessary document-related coordination.
• Coordinate with internal teams through calls/WhatsApp and other approved communication channels to ensure timely case movement and closure.
• Provide reasonable cross-functional / backup support within the team function when assigned by the reporting manager.