Yes, you can mail invoices to medical aid companies to claim for reimbursement. Here’s how:
- Mark the Appointment or Create a New Invoice: Ensure that the appointment is marked or the new invoice is set as an Insurance Payment type.
- Generate the Invoice: Once you have generated the invoice, it will appear in the Billing section in draft mode.
- Mail to Medical Aid:
- Click on the invoice you want to send.
- Select the Mail to Insurance option.
- A pop-up will display the auto-filled email address for the client’s insurance company.
- You can also CC yourself, your client, or both by clicking the plus button to add additional email addresses.
- Add any extra items to the body of the email if desired, or leave it as is.
- Sending the Invoice: The invoice is already attached to the email. If you choose not to send the invoice, you can uncheck the Send Invoice option.
- Status Update: Once you send the email, the status in Billing will change to Sent.
- Marking as Paid: Once you receive reimbursement, go back and manually mark the invoice as paid by clicking on the menu option at the far right side. After marking it as paid, a receipt will be sent to the client’s email, and the status will change to Paid.