The below instructions assume CommBank Smart Health is setup to claim via Dental4Windows, the correct patient is in view and items are already entered in Treatment tab, ready to process the claim. 

• Multi-patient claims are not currently supported by the SmartHealth app. Please process each patient claim separately.

• Claims & Other items (e.g.: stock purchases) cannot be processed in the same transaction. Please process a claim & a purchase invoice separately.

1. Go to Patient Records > Treatment tab
2. Itemised Invoices menu > New Invoice Only / Press F2 key / Click New Invoice icon
1. Click SmartHealth
   
   
2. Check the details of the claim are correct. Its possible to deselect items to exclude from the claim or Cancel to start again.
3. Click OK to proceed with the claim
   
   
4. When prompted, swipe the patients' insurance card (the patient card is in hand, ready to swipe) on the terminal
   
   
5. Once the claim has been processed, click OK to proceed
   
   
3. Gap Payments
   The payment type options will appear on your terminal screen (new Smart Health app 15/4/2024)
   
   And the gap amount message will appear on D4W screen, click OK to proceed to payment
   
   
1. Select Credit or debit card: On the Terminal, select the gap payment as a Card payment:
1. Follow the terminal instruction
2. The terminal will input the whole amount of the gap and will settle the invoice / payment automatically
3. Once completed, click OK on the following message in Dental4Windows
   
   
4. Click OK, the transaction has also automatically processed within Dental4Windows and on the terminal
   
   
5. Click Exit or Print in Dental4Windows to close the Invoice window
   
   
2. Select Manual card entry: On the Terminal, select the gap payment as a Manual card entry payment. 
   Disclaimer: Apply due diligence when processing cards using manual entry. For details refer to Smart Health Terminal User Guide)
1. Follow the terminal instruction
   
2. Enter the amount of the gap to settle the invoice / payment
   
3. Once completed, click OK on message in Dental4Windows and follow steps as per above instructions for Card payments
3. Select Cash: On the terminal, select the gap payment as a Cash payment
1. In this scenario the user will select Cash on the terminal which returns control back to Dental4Windows to process the payment manually
2. Enter payment details (see link below for further instructions) 
   

Click here if further instruction is required on entering payment details.

CommBank Smart Health: Delete (Reverse) a gap payment & claim

Reverse the associated gap payment first, then the claim. 

Non claim items (e.g.: Stock purchases) refunds are not supported via the Smart Health app. Go to CommBank Smart Health: Process EFTPOS Payment section below for further information 

1. Go to Patient Records > Receipts tab
2. Highlight the Payment/Claim to reverse
3. Receipts menu > Reverse Receipt
4. Click Reverse, to reverse the gap payment portion
1. Click Yes when you are ready to use the terminal
   
   
2. Follow the prompts of the claiming system
   
   
3. The Gap Payment reversal portion is done
5. Next, to delete the claim portion: 
1. Click Yes when you are ready to use the terminal
   
   
2. Follow the prompts of the claiming system
   
   
6. To see reversed details from the patients file, place a tick in Show Reversed Records
   
   

CommBank Smart Health: Process EFTPOS Payment

When the CommBank Smart Health terminal is linked with D4W, EFTPOS payments can be processed directly from D4W to the terminal. This helps prevent issues with different amounts being entered manually on the terminal. 

EFTPOS payments can also be made with or without the patients card. 

With Card

1. From any Receipt window...
2. Amount: Enter the amount to charge (e.g. $210.00)
3. Payment Type: EFTPOS e-payment
4. Click EFTPOS Payment
5. Click Yes when ready to process - have the card ready - on Are you ready to use CommBank Smart Health? message
   
   
6. Follow the terminal prompts
7. Swipe / Insert / Tap the patients card
8. If the payment was successful, click OK on the message
9. If the payment was unsuccessful, click OK and select another Payment Type
10. Click Create / Preview / Print to finalise the payment
    

Card Not Present (coming soon)

Note: The following options found in the payment window are currently dimmed and will be activated when CBA give the go ahead

1. The Card Present radio button is automatically selected for card processing
   
2. The Card Not Present radio button will direct the user to the CBA portal for in app payments
   

Without Card/ Manual transaction

1. From any Receipt window...
2. Amount: Enter the amount to charge (e.g. $210.00)
3. Payment Type: EFTPOS e-payment
4. Click EFTPOS Payment
1. Click Yes when ready to process - Are you ready to use CommBank Smart Health? message
2. Follow the prompts on the Smart Health terminal for manual payments
   

Refunds /Reversals

Non claim items (e.g.: Stock purchases) refunds are not supported via the Smart Health app.

See basic steps below, contact Smart Health Support if further assistance is required

1. Exit the Smart Health app
1. Tap the square at the bottom of the terminal screen
2. Open the Connect Express app
1. Enter the transaction amount
2. Tap Other
3. Tap Refund
4. Enter Cashier or Manager passcode
5. Tap Enter
6. Follow the terminal prompts to complete the refund

Go to CommBank Smart Health: Delete (Reverse) a gap payment & claim section above for instructions on how to reverse a claim