Institutional Payers
Billing to Insurers (WorkCover and Reports)
NB:
if it is the patient's FIRST WorkCover visit,
the patient MUST pay PRIVATELY (unless they have already been issued with a CLAIM NUMBER)
When billing an insurer, you will need to have:
1. Name or Code of the insurer
2. Claim Number.
With all these details on-hand, double click on the patient's appointment from the appointment book:
Once the billing window opens, you'll need to change Bill To from Patient to Other, before clicking on
Search to find the relevant insurer:
From the Search window, check Contact to begin searching for the relevant insurer:
Once you've found the correct insurer, click Select to close the window, then enter the claim number in the relevant field:
After all those details are entered, first click PRINT, and then STORE. Fax the invoice to the insurer, and you're done...for now!
FUN HACK: If the patient has been seen for Workers Comp already, you can click on the Use Last Account Details' button in the billing window to bring up the payer details!