Creating Client Invoices with Medicare Patient ClaimThe following information needs to be in Bp Allied for the client/claim before a claim on behalf of the patient can be made:
Click here to set up Bp Allied for Medicare Online Claiming
Please Note - A Patient Claim, Bulk Bill or DVA Claim can ONLY be processed against a Client Invoice. They can not be processed against a Third Party Invoice.
Create an Invoice from the Appointment Book with a payment and process a Medicare Patient ClaimFrom the Appointment Book
Right click on the client appointment to be invoiced
Select Create Invoice
![]() Select Client as the Invoice Type to generate an invoice to bill a client directly
![]() Click OK
If there is a Draft Invoice found for the current client then the following dialog will display
![]() Click Yes, or No as required
The Payment Processing dialog box will display
![]() Click Yes to accept payment. The service must be paid for Prior to a Patient Claim being made.
The Payment Details screen will display.
![]() Enter in the Payment method
Enter in the payment amount if different to the total amount. Click here to see how to add a additional payment.
The Invoicing screen will display.
![]() Note: AutoGenerate payment is no longer available
Click Process Claim
The Process Patient Claim box will display
![]() Click OK
The Claim Details dialog box will display.
![]() Check the claim details
Type CONFIRM
Click Lodge Claim
The Medicare Online Claiming Results box will display
![]() Click OK
The Invoicing screen will display with the Claim Status number.
![]() Clicking on the Claim Status will show the status of the claim.
![]() Click OK to close the information box.
An Invoice can be printed, previewed via the Print button options or emailed from here.
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