How to link a third party to a client for Healthcode submission

In order for a client's appointment to be invoiced to an insurer via Healthcode their client record has to be linked to a Third Party, for example, Bupa or AXA. 

To do this:

  1. Create a Third Party with the contact information for the particular insurer you are wishing to send the invoice to -> How do I add Third Parties?
  2. Go to the Patient Summary for your client
  3. Click "Select Third Party" under "Key Client Information"

  4. Select the Third Party you would like to link your client to from the list of your Third parties. 
  5. If you have a lot of Third Parties on your account, you can filter this list to only show Insurers:
  6. Select "Save Changes"


Related Articles:

Guide to Setting up Healthcode Integration

Guide to Invoicing Using Healthcode

Healthcode Troubleshooting

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