Guide to Invoicing Using Healthcode
Before you attempt to submit an invoice via Healthcode, you MUST complete the Healthcode set up process, documented here. If you don't, none of the features referred to in this article will be available.
If you have successfully completed the Healthcode set-up, then submitting an invoice via Healthcode is very straightforward, as follows:
- Create your invoice as normal, making sure that you change the 'Payable by' link to the correct third party rather than the patient. If you are unsure how to do this, click here or you can watch a quick video guide here
- When you have created your invoice, you will see a page like this:
- Click on the Healthcode icon highlighted above, it looks like this:
- This will take you through to the 'Healthcode Link' screen, where you will need to complete any mandatory information required as part of the submission to Healthcode. You will know what information is missing (if any) because it will be indicated at the top of the screen:
and the fields where information is missing will be highlighted red:
- Once you have completed the missing information, click on Save Changes
- This will do two things:
- Check that you have supplied all the required information for a Healthcode submission
- Save any information that you have added back to the Patient or Insurer's details, so that you don't have to enter it again.
- If everything is correct, you will see the following notice at the top of the screen.
- From here, you can submit your invoice to Healthcode by clicking on the the Send to Healthcode button, shown below:
- If your submission has been successfully initiated, you will see a green indicator at the top of the screen (which will disappear after a few seconds) and you will see the status of the submission in the invoice header:
- If you wish to see if there is an update to the status of the submission, refresh the page. Alternatively, just come back later and when you open the invoice, you will see the updated status of the submission without having to refresh the page. It will continue to change as it is processed by Healthcode:
Updated on: 05/08/2024
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