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"

    TP_1.png
  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:
    TP_3.png
  6. Select "Save Changes"

 

Related Articles:

Guide to Setting up Healthcode Integration

Guide to Invoicing Using Healthcode

Healthcode Troubleshooting

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