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

1. Create a new invoice for the patient.
   
   
2. Enter the item numbers and key in the service date and time.
   
   
3. Provided that the Account Type is set to Self, a new button will appear at the bottom of the window: Pay & Claim.
   
   
4. 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.

1. Press the Pay & Claim button.
   
   
2. Gentu will open the Receipt window. Press Full Payment, then press Claim.
   
   
3. Gentu will present you with the following options window:
   
   
   
4. Select the options as appropriate – usually, you would leave these values on the default option.
   
   
5. Press Claim.
   
   
6. 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)

1. Press Pay & Claim.
   
   
2. 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.
   
   
3. Press Claim.
   
   
4. 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

1. Press the drop down arrow next to the Pay & Claim button.
   
   
2. Select Claim Only.
   
   
3. Gentu will open the Unpaid Patient Claim Information window. Select the appropriate option (usually the default).
   
   
4. 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.