Zavy360

Before you get started please ensure all Medipass Setup prerequisites have been completed.

Step 1 - Adding a card number to the patients profile (required before invoicing)

To make a DVA or CDBS claim, a health fund item card must be added to the patients profile.

Under Health Funds &gt; Click Add health fund

- DVA = Department of veterans affair
- CDBS = Medicare Australia
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- Add card number and reference, if the card has no reference you can add 0 

- Open the patients &gt; profile &gt; Edit
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- Under Health Funds &gt; Click Add health fund 
- 
 
- Select your provider
 - DVA = Department of veterans affair
 - CDBS = Medicare Australia
 - 
 
 - Add card number and reference, if the card has no reference you can add 0

Step 2 - Select the correct price list to match the health fund

In the same area Edit &gt; patient profile find 

Price list &gt; Select CDBS or DVA (These may be named differently depending on how you set it up)

- In the same area Edit &gt; patient profile find 
- Price list &gt; Select CDBS or DVA (These may be named differently depending on how you set it up)

You may also want to set a primary practitioner whilst in the patients profile

When adding item numbers to the treatment plan please ensure you have selected the correct items or claim will get rejected. Example CDBS codes usually start with 88

Create a Treatment plan &gt; Patients Profile &gt; Treatment Plans &gt; New 

Fill out the required details in the form and enter Chart or Plan

Double check the correct price has been set before adding items

Adding items / Completing items has been covered in other articles and training videos so wont be covered in this one.

Once you have completed the items you wish to claim for head over to invoices &gt; and create an invoice (Important to have the patients health fund information entered before this step, as we copy the values into the invoice for claiming)

 - Select Medipass from the Payments Dropdown

Make sure you have a valid Claimant (Patient) and Provider ID (Doctor)

Choose Bulk bill (most common) or Claim (Patient claim - patient gets the rebate but has to pay the full amount to you on the day)

Follow the onscreen prompts for Medipass (Refer to Medipass for the latest documentation)

- Create a Treatment plan &gt; Patients Profile &gt; Treatment Plans &gt; New 
- 
 
- Fill out the required details in the form and enter Chart or Plan
- Double check the correct price has been set before adding items
- 
 
- 
 
- Adding items / Completing items has been covered in other articles and training videos so wont be covered in this one.
- Once you have completed the items you wish to claim for head over to invoices &gt; and create an invoice (Important to have the patients health fund information entered before this step, as we copy the values into the invoice for claiming)
- 
 
 
 - Select Medipass from the Payments Dropdown
- 
 
- Make sure you have a valid Claimant (Patient) and Provider ID (Doctor)
- 
 
- Select the items you want to claim 
- 
 
- Choose Bulk bill (most common) or Claim (Patient claim - patient gets the rebate but has to pay the full amount to you on the day)
- 
 
- Follow the onscreen prompts for Medipass (Refer to Medipass for the latest documentation)

Wait a while for the transaction to show under the invoice or you can refresh the screen for an immediate notification of a claims status