Per-admission document checklist
Aadhaar front and back, insurance policy, PAN, primary card-holder Aadhaar front and back, and a passport-size photo — tracked for every admission.
Billing & Compliance
Billing KYC module for hospitals: every claim document, per admission
Collect Aadhaar, PAN, policy and photo documents for every admission through a patient QR upload, see at a glance which files are complete, and download everything together when it is time to file the claim.
- standard documents per admission
- 7
- upload link for each patient
- QR
- download for claims
- Bulk
| IP no. | Patient | Documents | Status |
|---|---|---|---|
| IP-10482 | R. Sharma | 7 / 7 | Complete |
| IP-10485 | S. Verma | 5 / 7 | PAN, photo pending |
| IP-10487 | A. Khan | 7 / 7 | Complete |
| IP-10490 | M. Singh | 2 / 7 | Awaiting upload |
| IP-10491 | P. Nair | 6 / 7 | Policy pending |
Why missing KYC documents delay hospital claims
Insurance, TPA and government panel claims depend on a complete set of patient and beneficiary documents. Yet in most hospitals these are collected as loose photocopies at the admission desk, photographed on staff phones or chased over WhatsApp days later. When the billing team finally assembles the claim, a PAN card, the card-holder’s Aadhaar or a passport photo is missing — and the claim waits.
The COPPERJAM Billing KYC module gives every admission a defined document checklist and a QR code the patient or attendant can scan to upload documents from their own phone. The billing desk sees completeness status for each patient in real time, follows up only on what is actually missing, and downloads the full document set in one go when the claim is filed.
Document collection built around the claim file
QR upload for each patient
Generate a patient-specific QR code so the patient or attendant can upload documents directly from their phone.
Completeness status
Each admission shows how many documents are received and which are pending, so incomplete files stand out immediately.
Bulk download for claims
Download all documents for an admission together, organised and ready to attach to a claim or portal upload.
Patient and card-holder records
Keep the patient’s documents separate from the primary card-holder’s, as panel and insurance claims often need both.
Search by IP number or patient
Find any admission’s KYC documents instantly by inpatient number or name.
Pending-document follow-up
Filter admissions with missing documents so the desk can follow up before discharge, not after.
Secure, role-based access
Only authorised admission and billing users can view or download identity documents.
HIS-linked admissions
Admission and patient details come from your HIS, so each document set is tied to the correct inpatient record.
Desk upload option
Staff can also scan or upload documents at the admission or billing desk when the patient cannot use the QR link.
From admission to a complete claim file
- 1
Admission creates the checklist
When a patient is admitted, the KYC module opens a document checklist linked to the IP number.
- 2
Patient uploads via QR
The patient or attendant scans the QR code and uploads the requested documents from their phone.
- 3
Desk tracks completeness
Billing and admission teams see which documents are pending and follow up while the patient is still in hospital.
- 4
Download for the claim
When the claim is prepared, the full document set is downloaded together for submission.
What changes for your team
Complete files before discharge
Missing documents are identified during the stay, when the patient and family are still available.
Less chasing and photocopying
Patients upload their own documents, and staff follow up only on what is actually missing.
Faster claim preparation
Billing assembles the claim from one organised download instead of hunting across phones, email and paper.
Better control of sensitive data
Identity documents sit in one secure system with access limited to authorised users.
Works with
- Your HIS
- QR codes
- Billing Desk Automation
- Geo-Tag Notification App
- Debtor management
Frequently asked questions
What is a billing KYC module for hospitals?
It is a system for collecting and verifying the identity and policy documents a hospital needs to file insurance, TPA and panel claims. It keeps a checklist per admission, tracks what is received and lets billing download the complete set for each claim.
Which documents does it collect?
The standard checklist covers Aadhaar front and back, insurance policy, PAN, the primary card-holder’s Aadhaar front and back, and a passport-size photo. The checklist can be adapted to the panels and insurers you work with.
How does the QR upload work?
Each patient gets a QR code linked to their admission. Scanning it opens an upload page where the patient or attendant can photograph or attach the requested documents from their own phone.
Can the billing team see which files are incomplete?
Yes. Every admission shows a completeness status — for example 5 of 7 documents received — and which specific documents are still pending.
Can documents be downloaded for claim submission?
Yes. All documents for an admission can be downloaded together, ready to attach to a claim or to upload to a panel portal.
Who can access patient identity documents?
Access is role-based, so only authorised admission and billing users can view or download documents.
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Book a 30-minute demo. We will map the product to your workflow and show you what goes live in the first month.