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Guide · HR Guides

What should HR do when an employee is hospitalised?

When an employee is hospitalised, HR becomes the family's guide to the insurance process. A practical playbook for the first 24 hours and the weeks after.

Processes vary by insurer and TPA — keep your policy's helpline and your claims-support contact in this playbook before you need them.

Plans enabled through registered IRDAI insurer partners.

Published 26 August 2026 · 7 min read

Quick answer

HR's job in the first 24 hours: confirm the hospital is in-network, get pre-authorisation moving, support the family with documents, and name one point of contact.

Hospitalisation is when the health benefit is truly tested. HR does not need to handle the medicine — it needs to handle the process: verify network status, ensure the insurance desk files pre-authorisation, help the family with the e-card and documents, and follow up until discharge and settlement.

The first 24 hours

  • 1. Confirm which hospital the employee is in (or being taken to) and whether it is in the policy's cashless network.
  • 2. Send the family the e-card, policy details and the insurer/TPA helpline — most families do not have these saved.
  • 3. Call the hospital's insurance desk: confirm pre-authorisation has been filed, and ask what documents they still need.
  • 4. Alert your claims-support contact (broker/platform/TPA) so a second pair of eyes is on the approval.
  • 5. Name one HR contact for the family and one family contact for HR — avoid a WhatsApp group of confusion.

During the hospitalisation

  • Check approval status daily; respond to insurer/TPA queries the same day — queries age into delays.
  • If the hospital asks for a deposit while approval is pending, help the family understand it is usually refundable against final settlement.
  • Track any estimate changes — large revisions need the pre-authorisation enhanced, not discovered at discharge.
  • Keep a simple file: admission note, approvals, estimates, and every communication.

At discharge

  • Discharge billing is where delays peak — start the final-bill process early in the day.
  • Review the bill split: insurer-settled amount vs items billed to the patient. Query anything unclear before the family pays.
  • Collect the full document set: discharge summary, itemised final bill, receipts, investigation reports, prescriptions.
  • If any amount was paid out-of-pocket, note it for a reimbursement claim.

A worked example (hypothetical)

An employee has an emergency appendectomy at 11pm. By 9am, HR has confirmed the hospital is in-network, sent the family the e-card, and confirmed the insurance desk filed emergency pre-authorisation. A TPA query about past records is answered by noon with documents HR already had from onboarding. Approval lands before surgery billing closes; discharge the next day settles cashless in three hours. The family's total out-of-pocket: non-admissible consumables only.

After discharge

  • File reimbursement for any out-of-pocket admissible amounts within the policy's timeline.
  • Check in with the employee — recovery leave, phased return, and whether the family needs anything clarified about the settlement.
  • Log the claim in your renewal file: claim amounts drive next year's premium discussion.
  • Debrief internally: what slowed down, and what should the playbook change?

Common mistakes

  • **Waiting for the family to figure out the process.** They are dealing with a medical emergency — the process is HR's job to initiate.
  • **No single point of contact.** Five well-wishers calling the TPA creates contradictory information and delays.
  • **Discovering the policy terms mid-crisis.** Room-rent caps, copay and PED clauses should be known by HR before anyone is hospitalised.

Flashaid perspective

HR should never run this alone.

Even excellent HR teams handle a handful of hospitalisations a year; our claims team handles them every day. Pairing HR with dedicated claims support converts a stressful, improvised week into a managed process with a predictable ending.

Frequently asked questions

What is HR's first step when an employee is hospitalised?

Confirm the hospital's network status and get pre-authorisation moving through the hospital's insurance desk. Everything else follows from those two.

Who files the cashless pre-authorisation?

The hospital's insurance desk files it with the insurer/TPA. HR's role is to ensure it happens, supply documents, and follow up on queries.

What if the employee is admitted to a non-network hospital?

Stabilise first. The claim becomes reimbursement: the family pays, keeps every document, and files afterwards. If the situation allows a safe transfer to a network hospital, discuss it with the doctors — never delay emergency care for network status.

Should HR communicate with the insurer directly?

HR can and should follow up, but the insured (employee/family) is the policyholder's claimant. Best results come from HR coordinating alongside the family and the claims-support contact.

What documents should HR keep on file?

The e-card details, policy number, insurer/TPA helplines, and the claims checklist. Employee medical documents belong to the family — collect them per claim, with consent.

Next reading

Smart takeaway

In a hospitalisation, HR's value is process, speed and calm: network check, pre-authorisation, documents, one point of contact. Build the playbook before the phone rings.

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