HICAPS: Process Family Claim


Uninvoiced Treatment refers to items not created into an invoice - showing as yellow in the Treatment tab. If items have already been created into an invoice, see Process Family Claim on Invoiced Treatment via HICAPS.

Patients linked as a family, with the same health fund card and treated by the same provider can be claimed via HICAPS in the one transaction, saving time and reducing the amount of paper used per claim.

When a family claim is processed, all the patients involved in the claim will appear in one invoice.



  1. HICAPS Terminal is Connected to D4W/PSS

  2. Accounts are NOT automatically broken down into separate patients

  3. Patients must be linked as a family in D4W/PSS

  4. Family members must be on the same health fund card 

  5. Treatment must be from the same Provider

  6. Providers must have their Provider ID entered to process claims


Process Family Claim - Uninvoiced Treatment

The below instructions assume the correct family 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 HICAPS

    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 for first family member

    4. Click Yes when ready to process the claim, i.e. the patient card is in hand, ready to swipe on the terminal

    5. Click OK for next family member
    6. Click Yes when ready to process the claim, i.e. the patient card is in hand, ready to swipe on the terminal
    7. Repeat as necessary if any further family members
    8. When prompted, swipe the patients' insurance card

    9. After the claim is processed, the gap will appear onscreen, click OK to proceed

    10. Depending on settings, the claim will print to the terminal or printer

    11. Within the Create Itemised Invoice window, select to

      1. Discount: Enter an amount to discount from the gap amount

      2. Receive Payment: Click to receive the gap payment

      3. Preview: Click to view, e-mail and/or add a custom message to the invoice

      4. Print: Click to print a copy and leave the gap outstanding


Reverse a Family HICAPS Claim



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