From cold tenant to live claim in under an hour.

• An invite to your tenant at app.vetrainsure.com.
• One signed plan with benefits, copays and exclusions.
• A short list of providers you'd like to link first.
• A CSV of enrollees (employer + dependants) ready to import.

1. 1

   Activate the workspace

   Accept your admin invite. You land on the Dashboard with seeded roles and zero data.
2. 2

   Configure roles & approval limits

   Settings → Roles to tune the 55+ permissions. Settings → Approval Limits sets per-role ceilings on claims and settlements.
3. 3

   Create your plan tiers

   Plans → New. Add benefit limits, copays and exclusions. These power eligibility and PA auto-approval.
4. 4

   Onboard a corporate client

   Clients → New. Then bulk-import enrollees via CSV — Vetra issues Member IDs automatically.
5. 5

   Link your first providers

   Network → Directory. Find the provider, send a link request. They appear in the network once they accept.
6. 6

   Invite your staff

   Roles & Users → Invite. Each user inherits the role permissions you set in step 2.
7. 7

   Adjudicate your first claim

   A linked provider submits a claim from their portal. It lands in Claims → Queue. Open it, review line items, approve in full or part, or query. Done — full lifecycle in one screen.

Once a claim has been submitted, you can verify the same record is exposed via the REST API.

curl https://api.vetrainsure.com/v1/claims \
  -H "Authorization: Bearer $VETRA_API_KEY" \
  -H "x-tenant-id: $VETRA_TENANT_ID"

• Read the Claims lifecycle doc to see every status and decision.
• Read the Authorizations doc to set auto-approval rules.
• Read the Settlements & finance doc to schedule your first remittance run.