How to Submit an Invoice to Healthcode

In this guide, you’ll learn how to submit invoices to Healthcode using your Pabau account.

Step 1: Integrate Your Pabau Account with Healthcode

Start by integrating your Pabau account with Healthcode. Follow the steps outlined in this guide.

Step 2: Prepare Your Account

It is recommended to have price lists configured before proceeding. You can do this by following the instructions in this guide. Additionally, it is mandatory to link your client's insurers in their client card using the client relationships feature. Detailed steps for this process are available in this guide.

Step 3: Raise an Invoice for Healthcode Submission

To raise an invoice for submission to Healthcode, navigate to the Calendar and book an appointment as usual. In the appointment creation modal, set the "Charge" field to the client's insurer instead of the client.

If necessary, select the appropriate price list in the "Price List" field. Make sure that the chosen price list includes the insurer set in the "Charge" field under its rules; otherwise, the invoice cannot be submitted to Healthcode. Once all the appointment details are filled out, confirm the booking.

After the appointment is completed, navigate to the calendar, locate the appointment, and click "Checkout."

In the Point of Sale, review the services added to the invoice and verify their prices. Then click "Continue" in the bottom right corner to proceed.

On the payment method step, leave the payment method unselected and click "Save unpaid" in the bottom right corner. This action finalizes the creation of the invoice.

Step 4: Submit the Invoice to Healthcode

Once the invoice is created, the Checkout Completed screen will appear. Click the "Healthcode" button to access the Healthcode invoice submission page.

On this page, select the insurer to which the invoice will be sent in the "Insurer" field. Note that only insurers mapped to third parties of type Insurance during the initial integration setup will be displayed here.

If there are any errors, they will be displayed at the top of the page, and the relevant fields will be highlighted in red. Ensure all required information is corrected.

Additionally, provide a Patient Diagnosis Code by entering the relevant ICD code in the designated field.

Once everything is complete, click "Submit" at the bottom of the screen. The invoice will then be submitted to Healthcode.

Step 5: Check Invoice Status

You can verify the status of the invoice in your Healthcode account. Alternatively, in Pabau, navigate to the client card, select the "Financials" tab, and click on the invoice number to open the editing modal. From there, click the "Healthcode" button located in the top right corner next to the "Preview" button.

If you need to submit an invoice to Healthcode after it has already been created, open the invoice editing modal and click the "Healthcode" button. The submission process remains the same as described above.

By following these steps, you can submit invoices to Healthcode.