{"id":5402,"date":"2026-11-01T01:15:45","date_gmt":"2026-11-01T01:15:45","guid":{"rendered":"https:\/\/itaca.ai\/?p=5402"},"modified":"2026-11-01T01:15:47","modified_gmt":"2026-11-01T01:15:47","slug":"automatic-filled-insurance-forms","status":"publish","type":"post","link":"https:\/\/itaca.ai\/en\/new-features\/formatos-aseguradoras-llenado-automatico\/","title":{"rendered":"Insurance forms: Itaca now fills 229 reports, preauthorizations and reimbursements"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The consultation ended well. The diagnosis is in the note, the plan is also there. Then the patient asks: \u00abDoctor, does the report fill me in on what the insurer expects of me?\u00bb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That PDF asks for what you already wrote again: name, policy, diagnosis, CIE-10 code, date of onset of symptoms, treatment, studies. Each insurer in its own format, with its own checkboxes. And it\u2019s almost never just one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That's why we made a major update: <strong>Itaca now fills 229 forms for 82 insurers in 12 countries in Latin America<\/strong>. You choose the format and the patient, fill Itaca it out with the medical history, and you review it before sending it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">What formats insurers are filling up with Itaca<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The catalog covers the procedures that take the most time in private practice:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Medical reports<\/strong> for higher medical expenses and health insurance.<\/li>\n\n\n\n<li><strong>Preauthorizations<\/strong> of surgeries, procedures and hospitalizations.<\/li>\n\n\n\n<li><strong>Refund requests<\/strong> of medical expenses.<\/li>\n\n\n\n<li><strong>Accident warnings<\/strong> and claim formats.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Among the insurers are GNP, AXA, MetLife, Bupa, MAPFRE, SURA, Allianz, BICE Vida, Pan-American Life and Galeno, among many others.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The included countries are Mexico, Chile, Argentina, Ecuador, Peru, Guatemala, Honduras, El Salvador, Panama, Costa Rica, Nicaragua and the Dominican Republic.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">How to fill out an insurer form Itaca<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Abra <strong>Documents<\/strong> and click on <strong>Complete the PDF form<\/strong>.<\/li>\n\n\n\n<li>Search for your insurer or the name of the procedure and select the format.<\/li>\n\n\n\n<li>Choose the patient. If you wish, add context: the reason for the consultation, a specific diagnosis, or the dates of the treatment.<\/li>\n\n\n\n<li>Itaca Fill in the field format line by line. Review the result, correct any errors, and sign it.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">You don't have to look for the PDF on the insurer's website, nor download it, nor copy the note line by line.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">Where the data for the format come from<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Itaca takes the data from the patient's file and from their completed visits: the notes you have already generated or reviewed. If the patient does not yet have completed visits, it Itaca is indicated and you can add the clinical context before filling out the form.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is the same principle of <a href=\"https:\/\/itaca.ai\/en\/guides\/consult-several-documents\/\">one consultation, several documents<\/a>The information is captured once and reused in each document that needs it, rather than being transcribed again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The full format is a draft for your review. The signature, and the responsibility for what is said, remain yours.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">What to check before submitting a form to the insurer<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A poorly filled form will often be returned as a request for additional information, which delays the authorization or reimbursement of your patient's bill. Before signing, it is advisable to review:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Diagnosis and CIE-10 code.<\/strong> That they match each other and with what is documented in the note.<\/li>\n\n\n\n<li><strong>Dates.<\/strong> Start of symptoms, first consultation, date of procedure. These are the items most frequently reviewed by insurers.<\/li>\n\n\n\n<li><strong>Related background information.<\/strong> Many reports ask if the illness is related to previous ones. Answer with what is stated in the file.<\/li>\n\n\n\n<li><strong>Format edition.<\/strong> Insurance companies are updating their forms. If you are unsure, check with the insurer which one accepts.<\/li>\n\n\n\n<li><strong>Signature, seal and attachments.<\/strong> Certificate or professional registration, stamp if requested, and the studies or prescriptions that the insurer requests to attach.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">Is your insurer not on the list?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In the same window of <strong>Complete the PDF form<\/strong> You can upload the PDF in any format. We prepare Itaca it to be automatically filled out and it is then available to you and your organization. We tell you more in <a href=\"https:\/\/itaca.ai\/en\/new-features\/custom-medical-document-templates\/\">customized medical document templates<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And if you prefer that we add it to the catalog, write to us at <strong>Support<\/strong> with the name of the insurer and the format.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">Frequently Asked Questions<\/h2>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>What insurance forms can insurers fill out Itaca?<\/summary>\n<p class=\"wp-block-paragraph\">229 formats from 82 insurers in 12 countries in Latin America: medical reports, pre-authorization for surgery and procedures, reimbursement requests, and accident notices.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Do Itaca you send the format to the insurer?<\/summary>\n<p class=\"wp-block-paragraph\">No. Itaca Fill out the form for you to review and sign it. Shipping follows the channel indicated by each insurer.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>What happens if the patient has no visitors Itaca?<\/summary>\n<p class=\"wp-block-paragraph\">You can add the clinical context by filling out the form: reason for consultation, diagnosis, and dates. Itaca Use that information to complete the fields.<\/p>\n<\/details>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Can I use the format of an insurer that is not in the catalog?<\/summary>\n<p class=\"wp-block-paragraph\">Yes. Upload the PDF from the PDF Form Fill Out page and Itaca it will convert it into a template that you can fill out with any patient.<\/p>\n<\/details>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px;line-height:1.3\">Test it with your next report<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The next time a patient asks you for their insurer's format, open Documents instead of the insurer's portal. This is just one of many ways to do it. <a href=\"https:\/\/itaca.ai\/en\/medical-documents-with-ai\/\">medical documents Itaca prepared with AI<\/a>. If you don't have an account yet, <a href=\"https:\/\/app.itaca.pro\/sign_up?locale=en\">Create one to get started<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/app.itaca.pro\/documents\">Fill out an insurer form \u2192<\/a><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Itaca fills 229 forms for 82 insurers in 12 countries in Latin America: medical reports, preauthorizations, reimbursements, and accident notices. You review and sign them.<\/p>","protected":false},"author":1,"featured_media":5404,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","slim_seo":{"title":"Formats of insurers: Itaca already filled 229 | Itaca","description":"Itaca Fill out medical reports, preauthorizations, reimbursements, and accident notices for 82 insurers in 12 countries in Latin America. You review and sign."},"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"nfd_image_url":"","nfd_onboarding_generated":"","_slim_seo_primary_term_category":6,"_slim_seo_primary_term_post_tag":51,"_joinchat":[],"footnotes":"","jetpack_post_was_ever_published":false},"categories":[6],"tags":[51,53,55,17],"class_list":["post-5402","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-new-features","tag-automatizacion-clinica","tag-documentos-medicos","tag-gestion-clinica","tag-ia"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/i0.wp.com\/itaca.ai\/wp-content\/uploads\/2026\/10\/itaca-formatos-aseguradoras-encabezado-v2.webp?fit=1200%2C675&ssl=1","_links":{"self":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/5402","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/comments?post=5402"}],"version-history":[{"count":1,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/5402\/revisions"}],"predecessor-version":[{"id":5405,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/posts\/5402\/revisions\/5405"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media\/5404"}],"wp:attachment":[{"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/media?parent=5402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/categories?post=5402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/itaca.ai\/en\/wp-json\/wp\/v2\/tags?post=5402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}