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There are two types of Patient Claim: Fully Paid and Unpaid (or part-paid). The difference is determined by whether the patient pays for the service out of pocket at the time of creating the claim.
Creating a Patient Claim
- Create a new invoice for the patient.
- Enter the item numbers and key in the service date and time.
- Provided that the Account Type is set to Self, a new button will appear at the bottom of the window: Pay & Claim.
- Clicking the drop down arrow next to this button will give you two further choices: Claim Only or Pay Only.
At this stage the instructions differ, depending on whether you are sending a Fully Paid claim, or an Unpaid claim.
Fully Paid Patient Claim
The instructions below would be used when the patient pays the total amount of the invoice.
- Press the Pay & Claim button.
- Gentu will open the Receipt window. Press Full Payment, then press Claim.
- Gentu will present you with the following options window:
- Select the options as appropriate – usually, you would leave these values on the default option.
- Press Claim.
- If successful, Gentu will alert you that the claim for this invoice has been sent, and will attempt to print a lodgement advice form.
Scenario: Part-Paid Patient Claim (Gap only)
- Press Pay & Claim.
- Gentu will open the receipt window. Enter the amount paid (i.e., the gap amount).
If you attempt to receipt a different amount than the exact amount owing, Gentu will present you with the warning below. You will be unable to proceed until the correct amount is entered – either the gap amount only, or the full cost of the invoice. - Press Claim.
- Gentu will present you with the ‘Unpaid Patient Claim Information’ window (below). Select the appropriate option (usually default) and press Claim.
Scenario: Unpaid Patient Claim
- Press the drop down arrow next to the Pay & Claim button.
- Select Claim Only.
- Gentu will open the Unpaid Patient Claim Information window. Select the appropriate option (usually the default).
- Press Claim.
If you wish to process a receipt without creating a Patient Claim, you can simply click the drop down arrow next to Pay & Claim, and select Pay Only. This will open the receipt window where you can receipt the claim off normally. No claim will be created.
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