Creating a digital private health insurance claim through Medipass allows your patient to instantly claim their health fund benefit, and just pay the gap.
Click the "New invoice" and "Allied Private Health Insurance" invoice option.
If you haven't created an invoice for this patient before click "Add new patient" to add their details.
Note: These details will be saved in your "Patients" tab.
If this patient has previously completed a transaction at your practice you can search for their name in the patient search option.
Next, you can select the practice and provider for this invoice.
Next, select the service or item code and enter the price for this appointment.
Select "Continue to payment".
You will then see a loading screen, waiting for the patient to approve this request.
The patient then has the option to pay their gap by card or in person.
If paying by card, they can tap the "card" option to enter their card details and "approve".
If they're paying in person (for example, with cash or via a terminal), they can tap "in person" and then tap "Approve".
When your patient selects the 'Pay in person' option, you will see the below payment options.
- Assisted card payment - You can enter the patient's payment card details into Medipass to take the payment from their account.
You also have the option to save these details to their patient record so you can use these card details for their next appointment. (Note: access to this feature requires setting up Medipass Card Payments first).
- SMS payment request - Your patient/claimant will be sent an SMS with a prompt for payment and approval for electronic claim lodgement (the patient/claimant will have 24 hours to complete the payment once the SMS link has been opened. If this is not done, the link will expire and the payment will need to be processed again).
- Other - Full payment for the services will need to be taken outside of Medipass. For example, using a EFPTOS machine or taking cash.
Select which way your patient will pay, and click "Submit".
When the claim and the payment have been successful, you will be taken to a transaction summary where you can see an "Approved" health fund claim, and an "Accepted" gap payment.
Information for patients on accepting a payment request via SMS
Note: Assisted card payment is only available through Medipass Card Payments. For more information click here, or ask our friendly support team by clicking the pink chat bubble.