Does your business offer services that can be covered by health insurance companies? We know that this process can be a bit of a headache. One of the biggest challenges lies in ensuring the provider receives an invoice so proper reimbursements happen. Having to manually send these invoices means extra work for you and your staff, and there’s a larger chance of payments getting missed.
This is why we just added in the ability to send healthcare invoices directly to the provider with one click
You now have the ability to attache an insurance provider name and email to any customer account. To do so, navigate to the customer’s profile > click the ‘edit’ icon next to their name/customer photo > Insurance tab > enter insurance provider details.
From there, anytime that customer comes for a service that the insurance provider covers, you can click generate healthcare invoice within the appointment details. Within that section, you will find the deliver to insurance provider email option. The provider email will automatically populate from whatever was entered in the customer’s profile, and the healthcare provider will receive the invoice PDF with the details of how to pay. Note that you will also have this option if you go to past appointments within a customer’s history.
Now, you and your staff will be able to easily see and use this option when closing out any appointment service, so you don’t have to remember to send the PDF after the fact, or rely on your customer to send the details to their provider.
You can also add your bank account details to streamline payments
Another new feature to make insurance payments seamless is that you can now add your bank account details so that providers can easily wire payments directly to you. To set up this option, go to Settings > General set-up > scroll down to Healthcare provider codes > enter bank account details.