Configure a Class to use a HealthPoint Online Claiming Batch Type

Before you begin

First, ensure you have:

Procedure

  1. Select Setup > Practice > Classes. The Class Setup window appears.
    • Within the Account Class list, select the HealthPoint class, so that it can be configured for batching.
    • Select the General tab.
    • Ensure the Name field is "HealthPoint".
    • Add 'Patient' to the Account > Contacts list.
    • Select 'Health Funds' from the Account Groups list.


  2. Select the Payment Options tab.
    • Via the Batch Type drop-down list, select HealthPoint.
    • Via the Addressee field, select Patient.
    • Ensure the Use Health Fund Membership check box is ticked.
    • Ensure the Company Group for Health Fund Lookup drop-down is 'Health Funds'.

  3. Click OK.
  4. Continue to Configure a Practitioner to Use the HealthPoint Online Claiming Class.

Results