Invoicing Workcover

There are 2 ways of invoicing Workcover.

1. Using the 'Other' button

When you add the item to the invoice you can manually enter the Claim Number into the Notes field.

Alternatively, you can create a Current Problem record (by clicking on the Blue Plus) in the patient’s clinical record and enter the claim Number in the Notes field of the Current Problem record, as shown below.

When you add the item to the invoice, click on the Paperclip icon to the right of the Notes field.

This will display a list of all the Current Problems for the patient, from which you can select the relevant problem for this visit.

This will automatically insert the problem and the Claim Number in the Notes field of the item.

2. Using the Workcover button

Note: An employer MUST be added for this method to work.

This is done from within the patient’s Demographic/Edit Patient window.

Click on the Blue Plus to search the Employers table.

If a matching record for the Employer is not found you will be asked if you want to create a new Employer record.

Click OK and a new Employer record will be created as shown below.

Fill in the Employers details.

If you plan to invoice the actual Employer at any stage, click on the Add to Account Holders button to automatically create a record in the Account Holders table. If an Account isn't created for the Employer, the Employer's details will still be held in the Employers table (Open > Employers).

You then need to assign the Insurer for this employer, if known. Click on the Select Insurer button.

This allows you to search the Account Holders table for the organisation providing Workcover insurance to this employer.

If no matching record is found you will be asked if you want to create an Account Holder record for the insurer.

Once you have assigned the insurer, save the Employers record. The next time you see an employee of this organisation all you will have to do is assign the Employer to the patient.

Next, you need to create a Workcover claim in the patient’s clinical record. This is done using the Claims button on the Employers tab. Claims can also be added in the clinical file by the Doctor, through the Tools menu.

Click Add and a new claim window will open as shown below.

Enter the Date and Time, the Injury and Cause and the Claim Number if known. If an Employer has not already been assigned to the patient, you can do this from this window by clicking on the Select Employer button.

Note: You cannot save this record until an Employer has been selected.

Once you have assigned an Employer and created a claim, you can click on the Workcover button in the new invoice window.

You will be asked to select the injury to which this invoice relates, in case the patient has several claims in process.