CommBank Smart Health: Quotes

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Some Health Funds allow their clients to do a Quote on a proposed Treatment Plan.

  • This feature is available if using the CommBank Smart Health link with D4W

  • Patient file must be setup with insurance details

  • The quote is only valid at time of processing and states this as a cancelled claim on the printout

  1. Go to Patient Records > Treatment Plan tab

  2. Treatment Plan menu > CommBank Smart Health Quote

    1. Deselect items to not include in the quote

    2. Click Smart Health and follow the onscreen prompts


    3. When process is complete the following message will appear 
      Note: Messages are controlled by CBA / HealthPoint. The quote has been completed therefore finalised. Disregard the "Cancelled" status
    4. Click OK
    5. The Quote is now available for printing
      Notes: Printing is not available from terminal for quotes
      Messages on the printout are controlled by CBA / HealthPoint. The quote has been completed therefore finalised. Disregard the "Cancelled" status
    6. Click Print or Close


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