3rd Party Invoicing - Work Cover / TAC etc

  • 1
  • Problem
  • Updated 1 year ago
  • Solved
We run an 18 physio clinic, and see lots of work cover and other 3rd party compensable patients. As these are generally linked to common insurance companies / government agencies, we recently transferred all our patients to 'linked' 3rd party billing settings. This is great as it groups all patients linked to a common 3rd party biller. BUT.....

We recently did our regular end of month invoicing run for all these linked 3rd party biller groups, and we have had a unpleasant response from some employers/ insurance companies, saying that while all the relevant information is on the invoice, the individual patients within the linked group need separate invoice numbers (preferably on a separate page per person). This is because even though it is a common biller (and payer, ie. the insurance company), the individual invoices need to go to particular case managers within the insurance company to be approved for payment 1st. So therefore all the common people linked to the biller on one common invoice doesn't work.

Does anyone have any insights around how to bill 3rd party compensable patients - ideally using email integration, which was the main idea behind linking 3rd party patients in the 1st place (as well as more effectively track where longer term debt is within our outstanding payments).

Ideally, I would like to be able to get our Front Desk staff to easily generate and email an invoice to the insurance company at the time a patient is seen. This is what another newer clinic of ours does (we use Cliniko for that clinic), and there is a super easy way to do this which works brilliantly. 
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Liam James

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  • Frustrated

Posted 4 years ago

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Josie Tropeano, Product Manager

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Official Response
We don't recommend that you use the 'Linked' 3rd party billing function for all your Workcover/TAC clients as a matter of routine.  This function should only be used when dealing with entities such as employers that self-insure, nursing homes, sporting clubs and families that prefer 1 consolidated invoice. Most insurers will require an individual invoice per patient.

Sorry for the bad news but you are going need to set them back to 3rd party "individual" billing.