Create a WorkCover invoice

Scenario 1 - Claims details added before creating an invoice

This process automatically links the details of the claim to the invoice.

1. Open the patient’s details.
2. Select Add in the Payers section to open the Account Payer Selector.
3. Select 3^rd Party.
4. Click Select to open the Find Account Payer screen.
5. Search the WorkCover account payer and select from the results.
6. Select Close to save and exit.
7. With the added Payer displayed select Claims to open the Claim Details screen.
8. Select the Account Payer.
9. Enter the claim date and claim details - Description box must have text entered.
10. Select Close to save and exit.
11. Create the invoice and select Suppress.

Scenario 2 - Invoice created before adding claims details

This process manually links the details of the claim to an invoice that has already been created. The 3rd party still needs to be added as a Payer to create the invoice.

1. Open the patient’s details.
2. Create an invoice and suppress.
3. To add the claim details, ensure the 3rd party is displayed as the Payer and select Claims to open the Claim Details screen.
4. Enter the claim date and claim details - Description box must have text entered.
5. Select Link Invoice.
6. Select the invoice, then select Link.
7. Select Close to save and exit.