How do I send an electronic health fund claim?
To send a claim, you must first have created an invoice, either via completing a treatment or from within the 'Account' tab.
Navigate to the patient's 'Account' tab.
Click the 'New claim' button (which starts an electronic claim by default), or click the dropdown arrow to the right of it and select 'Electronic'.
In the claim builder window that opens, tick the items you want to send as part of this claim.
📝 Please note: Only one provider or fee schedule can be sent on a single claim. Once you begin ticking procedure codes, any other codes with different providers/fee schedules will be greyed out.
Check the health fund patient ID is correct, and click 'Send'.
You will then be prompted to swipe the patient's health fund card on the terminal.
This may take a moment to process, but once the claim has been successful, the information will come straight through to Dentally.
You will then be presented with a summary of information about the claim.
Click 'Finish' to complete the claim process.
A payment line will then appear on the patient's 'Account' tab displaying the amount covered by the claim and this will automatically be deducted from the total balance.
The remaining balance is what you will then need to charge the patient.
How to save a manual Health Fund claim
To send a claim, you must first have created an invoice, either via completing a treatment or from within the 'Account' tab.
Manually enter and process the claim directly on the HICAPS terminal.
Next, navigate to the patient's 'Account' tab.
Click the dropdown arrow to the right of the 'New claim' button, and select 'Electronic'.
In the claim builder window that opens, tick the items you want to send as part of this claim.
📝 Please note: Only one provider or fee schedule can be sent on a single claim. Once you begin ticking procedure codes, any other codes with different providers/fee schedules will be greyed out.
Enter in the rebate amounts that have been covered in the 'Rebate Amount' column, based on the already completed claim from the terminal.
Click 'Save'.
A payment line will then appear on the patient's 'Account' tab displaying the amount covered by the claim and this will automatically be deducted from the total balance.
The remaining balance is what you will then need to charge the patient.
How do I view a health fund claim?
Navigate to the patient's 'Account' tab.
Under Payments locate the claim in question.
Then click 'View' under the Method column
Once opened, you will be able to view claim in full including:
The Provider associated with the claim
The Type of claim (Electronic or Manual)
The Health Fund the claim was completed with
The Date and all specific line items along with their associated rebate amount.
What can I do if I am having difficulties sending an electronic health fund claim?
If you are having trouble using electronic claims, we recommend ensuring you have set up the following first before contacting us for further investigation.
🚨Have you set up the terminal provider? You must have your card terminal provider set for claims to successfully send to your terminal. Go to Settings > Sites > Payments, select your terminal provider, and remember to hit 'Save'!
🚨HICAPS disconnecting! If you are having trouble with HICAPS disconnecting you can try the following:
Troubleshoot your own wifi in the practice.
Ensure you can reload the Dentally app on Chrome. If not, please check the status page here.
Contact HICAPS. If the above are all ok, the issue likely lies with HICAPS themselves. When we notice an issue with HICAPS directly we will always try to let you know via our in-app messaging system.