QUICK GUIDE: Creating a PATIENT CLAIM IMC Invoice

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Step 1. Basic Claim Details

 

1.Select Claim Type as Patient Claim.
2.Select other information as per the red text at the bottom of the window.
3.Show patient the IMC Patient Claim Consent and Declaration form.
4.Tick the Patient’s Verbal Consent Received checkbox.
5.Click Close.
6.Click Next.

 

Step 2. Create the Voucher(s)

 

1.Click Add Item AddRecord_White icon to add a voucher.
2.Select Provider, Referring Doctor, Informed Financial Consent etc. as appropriate.
3.Click the Add Item icon.
4.Enter the item number and press Tab on your keyboard.
5.Enter the Charge Amount and Discount (if applicable) and any other item information.
6.Click Save.
7.Add any other items using the Add Item icon.
8.Click Save to the voucher window.
9.Click Next.

 

Step 3. Make Any Payments

 

If claim is UNPAID:

1.Click Next.

 

If claim is PAID:

1.Tick the Fully Paid checkbox.
2.Enter the full payment amount into the payment type fields and press the Tab key on your keyboard
OR Apply Deposit.
3.Click Next.

 

Step 4. Create the Claim

 

1.Select Now (Real Time) OR Later (Batch)
2.Enter sender contact details if you wish.
3.If unpaid, select the patient address that the provider cheque will be sent to.  If paid, select which method of payment the patient would prefer for their refund.
4.Click Transmit OR Store.
5.Select to either Print or Don’t Print the invoice.