CommBank Smart Health: Process Single Patient Claim

The below instructions assume CommBank Smart Health is setup to claim via D4W, the correct patient is in view and items are already entered in Treatment tab, ready to process the claim. 

1. Go to Patient Records > Treatment tab

2. Itemised Invoices menu > New Invoice Only / Press F2 key / Click New Invoice icon

   1. Click SmartHealth

      

   2. Check the details of the claim are correct. Its possible to deselect items to exclude from the claim or Cancel to start again.

   3. Click OK to proceed with the claim

   4. When prompted, swipe the patients' insurance card (the patient card is in hand, ready to swipe) on the terminal
      

   5. Once the claim has been processed, click OK to proceed
      

3. Gap Payments
   The payment type option will appear on your terminal screen

   

   And the gap amount message will appear on D4W screen, click OK to proceed to payment
   

   
   1. Select Cash/Other: On the terminal, select the gap payment as a Cash payment
      1. In this scenario the user will select Cash/Other on the terminal which returns control back to D4W to process the payment manually
      2. Enter payment details. Click here if further instruction required
         
         
   2. Select Card: On the Terminal, select the gap payment as a Card payment:
      
      1. Follow the terminal instruction
      2. The terminal will input the whole amount of the gap and will settle the invoice / payment automatically.
      3. Once completed, click OK on the following message in D4W
         
      4. Click OK, the transaction has also automatically processed within D4W and on the terminal
         
      5. Click Exit or Print in D4W to close the Invoice window