HICAPS: Process Family Claim

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Un-invoiced Treatment refers to items not created into an invoice

For items that have already been created into an invoice, see HICAPS: Process Claim on Invoiced Treatment 

Patients linked as a family, with the same health fund card and treated by the same provider can be claimed via HICAPS in the one transaction, saving time and reducing the amount of paper used per claim.

When a family claim is processed, all the patients involved in the claim will appear in one invoice.

Prerequisites

  1. HICAPS Terminal is Connected to D4Web

  2. Accounts are NOT automatically broken down into separate patients

  3. Patients must be linked as a family in D4Web

  4. Family members must be on the same health fund card 

  5. Treatment must be from the same Provider

  6. Providers must have their Provider ID entered to process claims

Process Family Claim - Un-invoiced Treatment

The below instructions assume the correct family is in view and items are already entered in Treatment page, ready to process the claim.

  1. Click the navigation menu > Patients > Treatment page

  2. Itemised Invoices toolbar > New Invoice Only / Press F2 key / Click New Invoice icon

    1. Click HICAPS
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    2. Check the details, Its possible to deselect items to exclude from the claim or Cancel to start again.

    3. Click OK
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  3. Click Yes when ready to process the claim, i.e. the patient card is in hand, ready to swipe on the terminal

    1. When prompted, swipe the patients' insurance card

  4. After the claim is processed, the gap message will appear onscreen

    1. Click OK
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    2. Depending on settings, the claim will print to the terminal or printer
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  5. Within the Create Itemised Invoice window:

    1. Discount: Enter an amount to discount from the gap amount
    2. RECEIVE PAYMENT: Click to enter the gap payment
    3. EXIT: Click to exit
    4. SAVE: Click to save and close, select this option if receipts printed from terminal
    5. PRINT: Click to print a copy from D4Web

Links:

HICAPS: Process Single Patient Claim

Links coming soon:

Reverse a Family HICAPS Claim

 

 

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