# Insurance Submission

The **Insurance Submission** report provides comprehensive information about insurance claims, including initial submissions, resubmissions, remittance outcomes, and patient visit data.

This report offers full visibility into the status and outcome of insurance claims. It includes data points such as invoice and claim details, patient and insurance information, remittance tracking across up to three attempts, and clinical visit data including diagnoses, observations, and vitals. It is particularly helpful for billing, insurance processing, and financial reconciliation.

***

### Steps to Generate the Insurance Submission Report

* Open the **Insurance Submission** report by navigating to **Home > Reports > Insurance Reports > Insurance Submission.**
* Set the **From** and **To** date range.
* Optionally, use the **Clinic, Price Group,** and **Insurance** filters to refine results.
* Click **Search** to generate the report.

***

### Report Structure

The generated report includes invoice details such as **invoice date, invoice number, invoice amount, patient share, claim amount, remittance amount, price group, insurance name, patient PIN, patient name, insurance card number, insurance card expiry date, doctor name, department, claim status,** and **finance status.**

It displays submission information including the **submission date** and the **e-claim post file name.**

The report also tracks up to three remittance attempts, including **remittance file name,** **settlement date, remittance date, payment reference number, claim amount, remittance amount, denial code,** and **rejection comments.**

For resubmissions, it shows up to three attempts with **claim amount, resubmission date,** and **file name.**

Visit information includes **visit date, diagnosis,** and **observations**, while vitals captured in the report include **diastolic pressure (BPD), systolic pressure (BPS),** and **temperature.**

The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options.

{% hint style="info" %}
For clinics registered under **Shafafiya**, the report displays both insurance and self-pay invoices. For clinics registered under **DHA** and **Riayati**, the report displays only insurance invoices (claims). The report also includes an additional column **Invoice Type** to indicate whether an invoice is self-pay or insurance.
{% endhint %}

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/reports/insurance-reports/insurance-submission.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.