Make insurance admin easier.
Practico is designed to keep insurance notes, benefit usage, invoices and billing follow-ups organized against the same client and appointment record.
Insurance admin is scattered across too many places.
Front-desk teams move between appointment details, client files, insurer portals and paper receipts—and mistakes are easy to make when the same information lives in several systems.
- Re-typing client and visit details across separate systems
- Switching between insurer portals, spreadsheets and paper receipts
- Correcting service dates and reissuing receipts after the fact
- Reconciling what was billed, paid and still outstanding by hand
One organized path from visit to receipt.
- 1
Capture the visit
Service, therapist, duration and price come straight from the appointment record—no re-typing.
- 2
Prepare insurance details
Benefit notes, policy holder and coverage estimates are organized in one place for your team to review.
- 3
Review before finalizing
Future-date validation and a document checklist flag issues before an invoice or receipt goes out.
- 4
Issue receipt & note follow-up
Generate the RMT receipt, attach it to the client record and note any billing follow-up.
- 5
Keep one claim history
Every note, invoice and receipt stays attached to the client for future reference.
Keep insurance work from falling through the cracks.
Practico organizes insurance-related work — even before direct insurer integrations are available — so your team always knows what is ready, what is waiting, and what needs a follow-up.
- SWReady to submit
Sarah Wong · GreenShield
$120 · therapeutic massage
- DLMissing information
David Lee · Sun Life
Missing policy information
- ACSubmitted
Amy Chen · Canada Life
Awaiting reconciliation
- RPNeeds follow-up
Raj Patel · Manulife
Resubmit with corrected date
Insurer names are shown as client-entered benefit information. Practico has no direct API connection to insurers — connected workflows are on our roadmap.
Practico organizes the details
Client, benefit notes, service code, amount and receipt are pulled together from the appointment record.
Your team completes the insurer step
Staff finish the claim in the appropriate insurer portal — the way they do today.
The result is recorded in Practico
Status and payment outcome are logged against the client so nothing is lost.
Designed to support increasingly connected insurer workflows as Practico grows.
A note on connected billing
Insurance connectivity shown in the Practico prototype is illustrative. Availability will depend on approved integrations with applicable claims platforms and payors. Coverage figures shown anywhere in the product are estimates only—always confirm benefit details with the client or insurer.
Bring insurance admin into one place.
Tell us how your clinic handles receipts and benefits today, and we'll walk through the workflow together.