How to create a Health Fund/ECLIPSE invoice

Brief Overview

Clinic to Cloud would like to introduce a streamlined approach to manage and claim Health Fund invoices. 

The option to create a Draft invoice is now available. When this invoice is complete and it is time to claim, a Submit option will mark this invoice with a Ready status to be automatically claimed at 1:00am AEST daily. 

The Short Version

  • Create an invoice with or without an appointment
  • Ensure the correct invoice type is selected before creating the invoice
  • Check and change your invoice details before proceeding with adding the billing item numbers
  • Add all relevant billing item numbers
  • Select the option to create a Draft or Submit this invoice to automatically be claimed at 1:00am AEST daily

Instructions

1. Create an Invoice. Do you have an appointment? 

If yes, select the appointment on the scheduler and the invoice icon 

mceclip0.png

If no, select the invoice icon and type your Patients name. Select a location and Doctor 

mceclip9.png

2. Select the type of patient as In-Patient 

mceclip0.png

3. Select the type of invoice. Known Gap or No Gap 

mceclip1.png

4. Click Create

5. Complete the relevant invoice details if applicable
Tip Check the referral and location are correct 

mceclip0.png

6. Choose the Informed Financial Consent Status 
mceclip1.png

7. Add the relevant item item numbers
Tip Ensure the correct date and time of service is selected for this item 

 mceclip2.png

mceclip4.png

8. If there are multiple procedure items, ensure MPR is selected 

mceclip5.png

9. If this is a Known Gap invoice, add the amount and take the payment for the gap 

mceclip6.png

10. Optional, Does this invoice need to be printed?

If no, the toggle will default to OFF 

mceclip7.png

If yes, the toggle will default to ON

mceclip9.png

11. Is this invoice ready to be submitted to the Health Fund? 

If no, select Draft to continue editing this invoice 
Tip Draft invoices can be found In Progress or Invoice History to continue editing until it is ready for submission

mceclip10.png

If yes, select Submit to queue this invoice for transmission at 1:00AM AEST daily 
Tip If Submit is chosen the invoice can be found In Progress with a Ready status

mceclip11.png

Is the Submit button inactive? 

Invoices with a failed verification and/or are missing important information can not be submitted until all of the relevant information is correct. The Submit action will become available once all required information is complete. Draft will be available until the required information is completed.

mceclip12.png

Verification of this patient has failed 
Tip 
Patient verification can be completed on Demographics page

mceclip13.png

Validation of this invoice has failed and information is missing
Tip Refer to the highlighted errors for the missing information 

mceclip5.png

11. Additional  

Import from Fee Estimate
Choose from the list of created procedure estimates for this patient. Details will drop into this invoice to save time duplicating information. Find out more

mceclip6.png

Delete 
An option for an Admin user only to remove invoices in Draft.

Cancel 
Do not want to save the changes made but want to keep the previous version of this invoice

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request