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.
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Click the navigation menu > Insurance > Insurances page
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Select New Record toolbar
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Enter the details for the insurance company. (Not all fields must be entered. The minimum is the Name and Abbreviation.)
- Invoices to: Select how the insurance company would like to receive invoices, if applicable
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E-System: if using HCONNECT for claim, select HICAPS.
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Only available where HICAPS has been activated.
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This does not apply for other terminals.
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Card No prefix: If using HCONNECT, enter the insurance card prefix
- Limits per Items per Claim: Enter the number limit per claim set by this Health Fund
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Next, an insurance plan must be added to show within Patient Details.
Add New Insurance Plan
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With the insurance company in view, click the Add button (bottom right)
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Plan Code: This is the abbreviation for this plan
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Plan Name: This is the full name of this plan
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E-System: Select HICAPS from the list if using HCONNECT Link
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Enter insurance plan rebate amounts
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Click OK
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Links:
When Insurance Claim Button is missing
Select Fund to Claim for Multiple Insurances Environment
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