Patients may ask how much their heath funds will cover before embarking on a treatment plan, the estimate/quote feature allows them to get a realistic idea of how much the fund will cover. A connected HICAPS terminal, and the patient being present as they have to tap or swipe their card is required to complete the quote.
Make sure the patients health fund details are added via the patient profile screen before trying to quote
Quoting from the Treatment Planner
In the Treatment Planner, select the items you want to quote. These can be individual treatment items, appointments, or an entire treatment plan.
After selection, click on the HICAPS logo. This logo is found in the quick menu located at the bottom of the screen.
The HICAPS claim drawer will appear
In the bottom navigation bar make sure the correct terminal and provider number have been selected before you click the estimate button
where you can click the estimate button and follow the onscreen instructions