Add New Insurance Company


Insurance companies are also known as Private Health or Medicare or other Govt benefit companies.

If using HICAPS direct from D4Web, the Health Fund must exist. 

  1. Click the navigation menu > Insurance > Insurances page

  2. Select New Record toolbar 

    1. Enter the details for the insurance company. (Not all fields must be entered. The minimum is the Name and Abbreviation.)

    2. Invoices to: Select how the insurance company would like to receive invoices, if applicable
    3. E-System: if using HCONNECT for claim, select HICAPS.

      1. Only available where HICAPS has been activated.

      2. This does not apply for other terminals.

      3. Card No prefix: If using HCONNECT, enter the insurance card prefix

      4. Limits per Items per Claim: Enter the number limit per claim set by this Health Fund

Next, an insurance plan must be added to show within Patient Details. 

Add New Insurance Plan

  1. With the insurance company in view, click the Add button (bottom right)

    1. Plan Code: This is the abbreviation for this plan

    2. Plan Name: This is the full name of this plan

    3. E-System: Select HICAPS from the list if using HCONNECT Link

    4. Enter insurance plan rebate amounts

    5. Click OKmceclip1.png


When Insurance Claim Button is missing

Select Fund to Claim for Multiple Insurances Environment


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