---
title: How to Import Healthcode Remittance Statements into Pabau
description: Connect your Healthcode account to bring insurer remittance statements into Pabau, match each line to an invoice and import it as a remittance.
---

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# How to Import Healthcode Remittance Statements into Pabau

If your insurers pay you through Healthcode, you don't need to type their remittance advice into Pabau. Connect your Healthcode account once, and Pabau lists the insurers' payment statements, matches every line to your outstanding invoices, and turns the lines you choose into a remittance ready to process, with any shortfalls already marked for the client.

**NOTE:** This is for UK clinics that receive insurer statements through Healthcode. You need the **Can access remittance page** permission and your own Healthcode portal username and password.

**Step 1: Open Remittances**

1. Go to **More → Claims** and open the **Remittance** tab.
2. Click **Remittances**.

![The Remittance tab with the Remittances button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355149020-01-remittances-button.png)

*Remittances opens your Healthcode statements*

**Step 2: Connect Your Healthcode Account**

The first time, Pabau asks you to **Connect your Healthcode account**.

1. Enter the **Username** and **Password** you use to sign in to Healthcode.
2. Check the **Healthcode Site ID**. It is **Shown beside your clinic name in Healthcode.** Pabau fills it in from your claims setup when it can.
3. Click **Connect Healthcode**.

![The Connect your Healthcode account form with the username and password, the Healthcode Site ID and the Connect Healthcode button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355149020-02-connect-healthcode.png)

*Sign in with your own Healthcode login*

1. Healthcode then asks you to **Verify your sign-in**. Enter the six-digit code Healthcode sent to your email, or the one from your authenticator app, and click **Verify and connect**. If the code doesn't arrive, click **Sign in again**.

**NOTE:** The connection is stored securely for your clinic, and Pabau doesn’t keep your Healthcode password. Click **Disconnect** at the top of **Remittances** to remove the connection.

**Step 3: Find the Statement**

Once connected, **Remittances** lists the statements your insurers sent through Healthcode. The totals at the top show the number of **Payments**, the **Insurer payments** and the shortfalls to review.

- Each row shows the **Payer**, **Reference**, **Paid on**, **Invoices**, **Amount paid**, **Shortfall** and **Pabau status**: **Not imported**, **Imported**, or **Partly imported** with how many invoices are in so far.
- Narrow the list with **Search payer, reference or amount**, **Filter payments** (for example **Not imported** or **Past 30 days payments**) and **Filter by payer**. Click **Refresh** to check Healthcode for new statements.

**IMPORTANT:** Pabau tracks what you've imported separately from Healthcode. Opening a statement's **PDF** marks it as exported in Healthcode. Preparing the PDF can take a little while.

**Step 4: Review the Statement Before Importing**

1. Click **Review import** on the statement. **View statement PDF** opens the insurer's own copy.
2. If Pabau asks you to **Link this payer to a Pabau insurer so we can find its outstanding invoices**, choose the right insurer under **Pabau insurer**. The list shows the insurers in your setup that match the payer.
3. Check the lines. Each is matched by its invoice reference to an outstanding invoice for that insurer, and the client and balance are checked too. Use the filters to focus on **Matched**, **Ready to import**, **Needs review**, **Already paid** or **Already imported** lines, or search by invoice, client or membership number.
4. For a line Pabau couldn't match, click **Match invoice**. In **Match an invoice**, find the client, choose their outstanding invoice for this insurer, tick **I have checked that this is the correct client and invoice for this payment.** and click **Confirm match**.

**TIP:** Matched payments are filled in for you. Invoices that are already paid are skipped, and shortfalls are only billed to the client after you process the remittance.

**Step 5: Import the Lines**

1. Tick the lines you want to bring in now. You don't have to take the whole statement at once.
2. Click **Import selected invoices**.

Pabau creates a remittance for the lines you ticked, for the total the insurer paid on those lines, and opens it on the match screen with the payments filled in. Any line with a shortfall is already marked to bill the client; click **Don't reissue** on a row if you'd rather chase the insurer. The statement's original amounts and reasons stay available under **View statement and reasons**.

Lines you left out can be imported later from the same statement: the button then reads **Import** with the number of lines **more as batch** and the next batch number. Each batch becomes its own remittance, and lines already imported in an earlier batch are locked so nothing is posted twice.

**Step 6: Process the Remittance**

Check the amounts and shortfalls on the match screen, then click **Process remittance**. Payments are only recorded in Pabau when you process an imported remittance; importing alone doesn't change any invoice.

**What's next?**

- [How to record insurer payments with remittances](https://support.pabau.com/en/pabau2/how-to-record-insurer-payments-with-remittances?hsLang=en)
- [Insurance Guide Part 4 (UK): Submit and track claims with Healthcode](https://support.pabau.com/en/pabau2/insurance-guide-part-4-uk-submit-and-track-claims-with-healthcode?hsLang=en)
- [Getting started with insurance billing (UK)](https://support.pabau.com/en/pabau2/getting-started-with-insurance-billing-uk?hsLang=en)

---

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- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

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