| Company | Cases | Payable | Received |
|---|
| Type | Cases | Payable | Received |
|---|
| Doc Code ⇅ | Date ⇅ | Company ⇅ | Type | Claim No ⇅ | Insured ⇅ | Hospital | Location | Invoice No ⇅ | INV1 | INV2 | Fee1 | Fee2 | TA1 | TA2 | Payable ⇅ | Received | Profit | INV1 St. | INV2 St. | Hard Copy |
|---|
| Investigator | Total Cases | Paid | Pending | Payable | Paid ₹ | Pending ₹ |
|---|
Full financial year totals — useful for accounting and tax filing. Switch years using the selector above.
| Company | Cases | Payable | Received |
|---|
| Investigator | Cases | Payable | Paid | Pending |
|---|
| Month | Cases | Payable | Received | Profit |
|---|
Every case gets a unique document code (e.g. INV-APR26-001). Write this code on the physical file/folder from the investigator. Type the code below to instantly pull up that case — no need to dig through paper.
| Doc Code | Date | Company | Claim No | Insured | Investigator(s) | Hard Copy |
|---|
Paste rows copied from your Google Form response sheet below (Claim No, Company, Case Type, Insured Name — comma separated, one case per line).
This checks each row against your existing cases and flags matches, mismatches and brand-new entries.
Note: this is manual paste-and-check — it does not pull from Google Forms automatically (that needs a live Google API connection).
Opens one WhatsApp chat per investigator (who has both a saved number and cases this month), one after another. You confirm and attach the PDF for each before moving to the next — this still can't send automatically, but saves you looking up numbers one by one.
Used on payment slips & reports
Data is stored in Supabase and syncs live across every signed-in device.