Insurance

A bill to an insurer is an ordinary sale on the insurer's own account: the patient pays their share at the desk, the rest is on credit to the insurer. Their payment is an ordinary receipt, and what they refuse comes off with a credit note.

To set up an insurer: Clinic → Insurance → Insurers, with a name, contact and what the patient usually pays themselves (a fixed amount, a percent, or both). Then give each covered patient their insurer, member number, principal member and the date cover ends.

To bill a covered patient:

1. On Front desk → Billing choose Insurance with the insurer's name as the way to pay.
2. Check the patient's share and how they pay it, and type the authorisation number.
3. Press once: the visit is billed and the claim is made.

It is refused, with the reason, when the patient has no member number, the cover has ended, or the share is the whole bill.

On Insurance, the cards show what insurers owe, to send, sent, waiting over 30 days and paid this month. Tick claims and Mark as sent; when the insurer pays, Record payment spreads one amount over many claims, oldest first. Not paying (owner or manager) closes what is left: the patient owes it or the clinic takes the loss. Print gives the claim form, or an insurer's list of open claims, to submit their way.

There are no separate price lists per insurer and no pre-authorisation workflow beyond recording the number.