Managing employee medical claims manually can be overwhelming. Spreadsheets become messy. Records get duplicated. Reports take hours to prepare. Security becomes a concern.
That’s why we created the Medical Claim Management System V1.0 — a professionally designed Excel VBA-based digital solution that transforms Microsoft Excel into a secure and fully functional claim management software.
If you are searching for a Medical Claim Management System in Excel, this ready-to-use tool is designed specifically for you.
🎯 Who Is This Product For?
This system is ideal for:
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Corporate HR Departments
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Healthcare & Hospital Administrators
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Insurance Claim Processing Teams
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Finance & Payroll Departments
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Third Party Administrators (TPA)
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Small to Medium Businesses
Whether you manage 50 employees or 5,000, this tool provides structured and secure claim tracking.
🚀 Key Features of Medical Claim Management System V1.0
🔐 1. Secure Login System (Admin & User Roles)
The system starts with a professional login form.
Default credentials included:
Admin Role
Username: Admin1
Password: abcd
User Role
Username: User1
Password: abcd
✔ Role-based access
✔ Password reset functionality
✔ Secure data handling
✔ Admin-only controls
This ensures proper segregation of duties and prevents unauthorized access.
📋 2. Claims Management Main Form
This is the heart of the system.
After login, you land on the powerful Claims Dashboard Form where you can:
✔ View all claims in structured List Box
✔ Add new claim records
✔ Update existing claims
✔ Delete unwanted records
✔ Export records to Excel
✔ Apply filters
✔ Sort data dynamically
Double-click any record to update instantly.
📊 3. Smart Filtering & Sorting
Quickly filter claim data by:
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Date range
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Selected columns
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Custom criteria
Sort claims for better analysis and tracking.
This makes monthly reconciliation and audits extremely easy.
📝 4. History Form (Add & Update Records)
Add new claim entries or update existing ones through a structured form interface.
✔ Prevents data entry errors
✔ Ensures structured input
✔ Maintains record integrity
👥 5. User Management Module
Admin can:
✔ Add new users
✔ Update user details
✔ Delete users
✔ Reset passwords
✔ Change access roles
This makes the system scalable for growing teams.
🏢 6. Firm Information Module
Customize your system with your organization details:
✔ Company Name
✔ Contact Information
✔ Address
✔ Business Details
📑 7. Employee Master & Medical Policy Module
Maintain structured master data:
✔ Employee Records
✔ Policy Coverage Details
✔ Claim Limits
✔ Policy Types
This ensures claims are aligned with defined policies.
📈 8. Excel-Based Reporting
Generate structured reports based on:
✔ Selected date ranges
✔ Filtered records
Reports can be exported for:
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Management review
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Insurance submission
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Financial audits
🔒 9. User Access Control (Admin Only)
Admin can:
✔ Assign feature-level permissions
✔ Restrict module access
✔ Control user capabilities
This ensures internal control and compliance.
📤 10. Export to Excel Feature
With one click, export list box data to a new Excel file.
Perfect for:
✔ Sharing data
✔ External audits
✔ Data backup
💡 Why Choose This Medical Claim Excel System?
Instead of investing in expensive cloud software, you get:
✔ One-time purchase
✔ No monthly subscription
✔ No external database required
✔ Works completely offline
✔ Secure role-based system
✔ Fully customizable
It functions like a standalone medical claim software — inside Excel.
📦 What You Will Receive
✔ Fully functional Excel VBA file
✔ Pre-configured login system
✔ Structured forms
✔ Ready-to-use modules
✔ Detailed navigation menu
✔ Built-in reporting functionality
Simply open the file and start managing claims immediately.
⚙️ System Requirements (IMPORTANT – Please Read Carefully)
This tool is designed specifically for Microsoft Excel Desktop.
✔ Compatible with Windows 10 and above
✔ Works with Microsoft Excel 2010 and above
✔ Requires Excel Desktop Application
❌ Not compatible with Mac Operating System
❌ Will NOT work on Mobile devices
❌ Will NOT work on Tablet devices
❌ Not supported in Excel Online
Please ensure you are using Microsoft Excel Desktop on a Windows system before purchasing.
🔄 Customization Available
Need additional features like:
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Approval workflows
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Automated email notifications
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Dashboard analytics
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Multi-branch support
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Advanced claim tracking
We offer customization services. Contact us after purchase for enhancements.
🏆 Benefits of Using This System
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Reduces claim processing time
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Eliminates manual spreadsheet errors
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Improves data security
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Enhances reporting accuracy
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Provides structured claim tracking
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Increases operational efficiency
This system turns Excel into a professional claim management application.
🔥 Why Buy from Us?
We specialize in developing:
✔ Excel VBA Management Systems
✔ KPI Dashboards
✔ Automation Tools
✔ Business Tracking Systems
All our products are professionally structured, tested, and business-ready.
👉 Take Control of Your Medical Claims Today
Stop managing claims in scattered Excel sheets.
Upgrade to a secure, automated, and professional Medical Claim Management System V1.0.
Visit our YouTube channel to learn step-by-step video tutorials
