CLINIC BILLING, INSURANCE & TPA · MALAYSIA
Bring consultation charges, medicines and payment records together. Whether the patient pays or the visit is billed to insurance, Watson keeps the details and the outstanding amount in view.
INSURANCE, PANELS & TPA
An insurance visit has two endings: the patient’s checkout and the clinic receiving payment. Watson keeps the member details, insurance bill and payment status connected through both.
Record the insurer or panel, TPA, member name and number, employer, relationship and patient identification.
Capture or upload the insurance card and retain the claim reference with the billing record. Review the services and medicines charged for the visit.
Complete the patient’s checkout while the insurance bill remains outstanding. Your team can see that collection still needs attention.
Once the clinic receives the funds, the team confirms payment against the record. The status reflects collection, with the payment document kept alongside it.
Ready for your panel’s claim process.
Funds arrive.
Your team confirms receipt.
The bill, amount and payment record remain connected to the visit.
Receipt for the paid amountIllustration of the current insurance billing process.
Claims are submitted through your panel’s existing process. Watson records the insurance bill and the payment your team confirms; recording a TPA does not establish a live provider connection.
WHEN THE PATIENT PAYS
For self-paying visits, keep the services, medicine charges and payment method together through checkout.
Review the consultation and any other service charges. Confirm the medicine supplied and its charge before collecting from the patient. Unpriced work is flagged for the team to price.
Select a step to explore checkout. Example charges only; these are not clinic fees or Watson subscription prices.
THE VISIT, ITEM BY ITEM
A clinic bill can include more than the booked service. The team needs to see and review the work that actually took place.
Add relevant service charges to the open bill and set the amount for each line. Record a reason with a discount so another team member can understand the adjustment.
Confirmed dispensing can add the medicine quantity and charge to the visit's open bill. The selling price follows the batches used for that supply.
FROM DUE TO RECORDED
The clinic should know whether it is looking at an unpaid bill, a submitted reference, a collected payment or a refund.
Record the method used for a collected payment, including cash, card, DuitNow QR, FPX or e-wallet. Online collection depends on the clinic's configured provider and available methods.
Where the clinic's booking policy uses a deposit, keep the deposit and remaining balance connected to the appointment. Review the applicable policy and collection setup with the team before enabling it.
Authorised users can record a full or partial refund against a captured payment where refunds are enabled. Gateway and manual refunds follow their configured process; the original payment and refund remain identifiable.
BEFORE YOUR DEMO
The current workflow records insurance billing and payment details. Claims are submitted through the panel’s existing portal or process, and your team confirms payment received in Watson. Automatic claim submission, live eligibility checks and provider reconciliation are not part of this workflow.
No. Recording insurance checkout leaves the insurance bill pending. The clinic records payment received once the funds have arrived. Completing the patient visit and collecting the insurance payment are separate events.
Yes. Billing can connect to a booked appointment or a served walk-in. Service lines and confirmed medicine supply can form part of the visit's open bill.
The collection workflow supports recording cash, card, DuitNow QR, FPX and e-wallet methods. Taking an online payment requires the appropriate provider connection and enabled methods. Recording a method is separate from supplying a card terminal or acquiring service.
Yes. The payment document uses the clinic's stored business details and line items. Its document type follows the payment state: an invoice for an amount due, a receipt for a paid amount, or a refund receipt for the applicable refund record.
Yes. Capture insurer or panel, TPA, member details, employer, relationship, patient identification, card image and claim reference. Recording the insurance bill keeps it outstanding after patient checkout. Your team confirms payment when funds are received, updating the payment record.
This page describes Watson's payment document and receipt workflow. Any requirement for a MyInvois integration needs to be confirmed separately during evaluation and setup.
No. A medicine return records the supply and restock decision. A payment refund is a separate authorised action, with its own amount, method and reason.
SEE IT IN YOUR CLINIC
Bring a cash visit, a deposit booking and a panel scenario. See how the current collection workflow fits each one.
