How to Integrate with Healthcode

In this article, we will guide you through the process of integrating your Pabau account with Healthcode, enabling you to send invoices directly to Healthcode.

Step 1: Access the App Marketplace

Log into your Pabau account. Navigate to Setup from the left sidebar menu. Click on App Marketplace under the Developer & Other section. Select App Marketplace again.

Step 2: Install the Healthcode Integration

On the App Marketplace page, find the Healthcode banner and click on it. Click "Install" to open the Healthcode integration modal.

Step 3: Obtain and Enter Healthcode Credentials

Start by registering on the Healthcode website: Healthcode Registration. Make sure to select Pabau as your Practice Management System. Upon registration, you will receive your Site ID, Web Services ID, and Password.

Enter your Healthcode credentials in the Credentials tab of the Healthcode integration modal and click "Check credentials". The status should change to "Enabled." Proceed to the Insurers tab.

Step 4: Match Insurers

In the Insurers tab, you will see a list of insurers from your Healthcode account on the left and insurers from your Pabau account on the right.

Match each insurer by selecting the corresponding option from the dropdown menu.

Click "Save" in the bottom left corner of the Insurers tab to confirm the configuration.

Step 5: Configure Locations

Go to the Locations tab. Open each location and enter the location-specific payee code for each insurer. Click "Save" to save the changes.

It is preferred that this step be completed but not mandatory.

Step 6: Configure Employees

Navigate to the Employees tab. Enter the payee code for each employee and insurer. The same payee code can be used for an employee across different insurers.

Click "Save" to save the configuration.

It is preferred that this step be completed but not mandatory.

Step 7: Set Default Values

In the Defaults tab, aside from certain components unique to your practice, such as PayeeProviderName and TreatingHospital, the rest should be set as follows:

• ControllingSpecialistSignatureIndicator: H
• ClaimFormSignatureIndicator: H
• ClaimSource: S
• DoubleInsuranceFlag: N
• EpisodeSetting: O
• PackageDealIndicator: N
• ThirdPartyInvolvementFlag: N
• Currency: GBP
• ServiceCode: @[sc]
• ServiceSetting: O

Click "Save" to apply these settings.

Step 8: Complete the Integration

After configuring all settings, click OK. Now, adjust your service settings to make them compatible with Healthcode.

Step 9: Adjust Service Settings

Go to Setup and select Services under Services. For each service that will be invoiced via Healthcode, click on the service name. In the General tab, input the Service Code under the Service settings. The service code field is located in the General tab, right below the service name field.

The service code is unique to each insurance company, which is why we recommend creating services specific to each company if your practice uses multiple insurers.

For example, you might have "BUPA Derm Initial Consultation," "AXA Derm Initial Consultation," and "WPA Derm Initial Consultation."

You can obtain these service codes from either Healthcode or the insurance company itself, as Pabau does not provide this information.

Step 10: Set Price Lists

Create price lists to enable raising invoices for specific companies under different contracts. Follow the steps provided in this article to create price lists.

Your Pabau account is now ready to send invoices to Healthcode.