Third-party billing
My Appointments
Last Update a year ago
Via your clients card, visit the Payments tab then click Claims.
1. Add funder type. E.g. Workcover, TAC, NDIS, EPC.
2. Choose to set as the default biller. You'll select this checkbox if all or the majority of your client's invoices are paid by a third party. In this case, we will automatically add the third party's name as the biller; however, this can be adjusted at the time of invoicing.
3. Invoice details: Add any details you want on the invoice, such as the company name, case manager’s name, email or mobile, and claim number.
4. Set sessions or funding amount. If your client has a set number of sessions provided, e.g, 5 per annum on EPC plans, or a set dollar amount of funding, you can use these new settings to keep track of remaining sessions/funding. When your clients come in for an appointment, you only need to click save on the invoice, and we’ll automatically deduct the sessions or amount and display these in a table format on your client's card for easy tracking. When you click on the booked appointment, you’ll also see the number of sessions or the remaining funding amount.
5. Invoice notes: If there are any additional details required on the invoice, you can add custom notes. This will display on every single invoice for this client, and can also be edited at the time of invoicing.
Sending invoices to third parties
To send invoices to third parties you can either;
1. Click on the booked appointment, click invoice, then save. You’ll be asked if you’d like to send this invoice to the third party.
2. If you need to re-send the invoice, go to the client's card, click the invoices tab, click on the invoice you need to send then at the top of the page you’ll see a mail icon. Click this and select ‘Send to third party’.
