Fully-Paid Patient Claims

Before you begin

Procedure

  1. Open the patient's record and locate the Accounts section.
  2. Locate and double-click the Patient Claim account to open it.
  3. Select the Invoices tab.
  4. Click New Invoice.
    You may be prompted to verify the patient with Medicare if you have not previously done so.
  5. In the new invoice, add the required service items.
  6. Select the Date of Issue and click OK.
  7. You will be prompted to print the invoice.
  8. Select the Receipts tab.
  9. Click New Receipt and then within the receipt window, enter the following:
    • In the Type column, select EFTPOS Auto as the type of payment.
    • In the Name column, enter the card holder's Name.
    • In the Amount column, enter the Amount of the payment.
    • In the Allocate column, select each service item to which you want to allocate payment.
  10. Click Issue and enter the date on which the receipt was issued.
  11. Process the payment with your EFTPOS device.
  12. Select the Invoices tab again.
  13. Click Patient Claim.

  14. In the New Patient Claim window, click Send.
    The online claim process commences, and you can track its progress on-screen.

Results

Once a claim has been submitted and approved by Medicare, the Patient Claim Results window appears.