How to take a claim for multiple providers

Sometimes you'll have to include multiple practitioners on the same invoice. This would be the case if you had an invoice for a patient that was seen by a dentist and a hygienist. We have the capability to do this without having to go back and forth between invoices. Here's how to do it, starting from the patient's Treatment section.

1. Click on Create Invoice after selecting the required treatments.
   
   
   
   
2. Select the primary practitioner from the dropdown menu.
   
   
   
   
3. Click on Continue to Payment.
   
   
   
   
4. Click on the HICAPS button to take a health fund claim.
   
   If you don't see the Select Provider dropdown menu, then multi-provider invoicing hasn't been enabled yet. Please contact your administrator.
   
   
   
5. Select the secondary practitioner (a) and then click the HICAPS button (b) to take another claim.
   
   
   
   
6. Click on Continue to Payment.
   
   
   
   
7. Take a payment (if needed) and then click Done.
   
   You also have the option to email or download the receipts by clicking the corresponding icon.