Step 2: Create a Patient Claim Account

Before you begin

A Patient Claim account is required when you want to bill a claim for a private patient. You use the Patient Claim account to issue invoices and to submit the claim to Medicare on behalf of the patient.

Procedure

  1. Within the Patient > Details window, select the Accounts margin menu, and locate an existing Patient > Claim account.
    • If one exists, double-click it to open it. Proceed to Step 3.
    • If one does not exist, create a new account by clicking

      Continue with Step 2..
  2. The New Account window appears. Select the required Practitioner, Class as 'Patient Claim', and then click OK.

  3. The Account > Details window appears.
    • Ensure the correct Practitioner and Class (Patient Claim) has been selected, and click OK.
    • If either the Practitioner or Class has been selected incorrectly, click

      to display the New Account window again for correct selection.

  4. The new Patient Claim account is added to the list of accounts in the Patient's Record. Double click or click Open to open the account.

Results