-TYRO: Process an Insurance Claim

Follow

Prior to attempting a claim, ensure the patients' file is setup for insurance claims.

  1. Click the navigation menu > Patients > Treatment page

  2. Enter items (or they may already be entered)

  3. Itemised Invoices toolbar > New Invoice Only (or New Invoice icon or F2 key)

    1. Click HEALTHPOINT
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  4. Select the item(s) to include in the claim

    1. Click OK
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  5. Follow the prompts onscreen, e.g. Swipe health fund card

    1. HealthPoint Claim will commence process
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  6. Once the claim has been processed, the option to Accept or Reject is availablemceclip4.png

    1. ACCEPT: The claim will be finalised and a receipt will be printed for the patient to sign
    2. REJECT: A rejection claim will not be finalised
  7. In the Create Itemised Invoices window, select from the following: 

    1. Enter a Discount 
    2. Receive Payment
    3. SAVE without applying a payment
    4. PRINT for printout or to to view and/ or send E-mail 
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