Prior to attempting a claim, ensure the patients' file is setup for insurance claims.
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Click the navigation menu > Patients > Treatment page
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Enter items (or they may already be entered)
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Itemised Invoices toolbar > New Invoice Only (or New Invoice icon or F2 key)
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Click HEALTHPOINT
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Select the item(s) to include in the claim
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Click OK
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Click OK
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Follow the prompts onscreen, e.g. Swipe health fund card
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HealthPoint Claim will commence process
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Once the claim has been processed, the option to Accept or Reject is available
ACCEPT: The claim will be finalised and a receipt will be printed for the patient to sign
- REJECT: A rejection claim will not be finalised
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In the Create Itemised Invoices window, select from the following:
- Enter a Discount
- Receive Payment
- SAVE without applying a payment
- PRINT for printout or to to view and/ or send E-mail
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