Part 3 (UK): Connect appointments to insurance

Your account is set up and the client has a policy. This is the part you do every day — booking a visit so the insurer gets the bill instead of the patient, and finding the claim it creates.

What you will learn

• Opening the new appointment panel from a calendar slot.
• Finding the client by name, phone or email.
• Charge to — moving the bill from the client to their insurer, and why it is pre-filled when that insurer is the client’s default payer.
• Price list — how the insurer’s contract rates apply automatically, and the first thing to check if a claim is later rejected on price: the price list’s rules must include the insurer set in Charge to.
• Auth case — linking the visit to an insurance case so the authorisation code travels with the claim, and creating a case without leaving the booking.
• Checking out and choosing Save unpaid, so the invoice is raised to the insurer and stays unpaid until they settle.
• Where the claim appears — under Money then Claims, as Pending, with the membership number and auth code already on the row.

Next: Part 4 — submit and track claims with Healthcode.