TYRO: Process an Insurance Claim


Prior to attempting a claim, ensure the patients' file is setup for insurance claims. The below instructions include how to do a Tyro insurance quote.

  1. Go to Patient Records > Treatment tab

  2. Enter items (or they may already be entered)

  3. Itemised Invoices menu > New Invoice Only

    1. Click HealthPoint

      1. Select the item(s) to include in the claim

      2. Click OK

        1. Follow the prompts onscreen, e.g. Swipe health fund card

        2. Once the claim has been processed, the option to Accept or Reject is available
          1. Accept: The claim will be finalised and a receipt will be printed for the patient to sign

          2. Reject: This is considered a quotation and the claim will not be finalised

    2. In the Create Itemised Invoices window, select from the following

      1. Enter a Discount

      2. Receive Payment

      3. Create without applying a payment

      4. Preview to view and E-mail

      5. Print

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