Overview

This guide explains how to use CommBank Smart Health in Core Practice to process health fund claims and take payments during a patient visit.

When to Use This Feature

Use CommBank Smart Health when:

• Processing a health fund claim
• Taking a gap payment
• Accepting card payments via terminal

How to Process a Claim and Payment

1. Open the patient profile
2. Add the treatment and create an invoice
3. Click Continue to Payment
   
   
    
4. On the Claim Page, select your terminal (bottom right)
   
   
    
5. Click the CommBank icon
   
   
    
6. Ask the patient to tap their card to begin the claim

Reviewing the claim Result

After processing:

• The system will show the benefit amount (covered by the health fund)
• The gap amount (remaining balance) will also be displayed

If there’s no remaining balance, the transaction is complete.

How to Take a Payment (Gap or Full Payment)

If there is a gap or no claim:

1. Click Proceed to Payment
   
   
    
2. On the payment screen, click the CommBank button
   
   
    
3. Ask the patient to tap their card
4. Complete the payment via the terminal

What Happens Next?

• The claim is processed in real time
• Payments are recorded automatically in Core Practice
• No manual transaction reconciliation is required for these transactions

Summary

Using CommBank Smart Health allows your practice to:

• Process claims instantly
• Collect payments seamlessly
• Reduce manual steps at the front desk

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!