1. Click the navigation menu > Insurance > Insurances page
   
2. Select New Record toolbar 
   
1. Enter the details for the insurance company. (Not all fields must be entered. The minimum is the Name and Abbreviation.)
   
2. Invoices to: Select how the insurance company would like to receive invoices, if applicable
   
3. E-System: if using HCONNECT for claim, select HICAPS:
   
1. Only available where HICAPS has been activated
   
2. This does not apply for other terminals
   
3. Card No prefix: If using HCONNECT, enter the insurance card prefix
   
4. Limits per Items per Claim: Enter the number limit per claim set by this Health Fund
   
4. Next, an insurance plan must be added to show within Patient records
   
   

Add New Insurance Plan

1. With the insurance company in view, click the ADD (bottom right)
   
1. Plan Code: This is the abbreviation for this plan
   
2. Plan Name: This is the full name of this plan
   
3. Active from: Add dates for this active plan
   
4. E-System: Select HICAPS from the list if using HCONNECT Link
   
5. Enter insurance plan rebate amounts
   
6. Click OK
   
   

Manage

Update Insurance Plan rebate fees

1. Find the Insurance Company from the Insurance in View drop List
   
2. Highlight the Plan row in the Insurance Plans section
   
3. Click EDIT button
   
4. In the Insurance Plan Details window:
   
1. Click the New Period icon 
   
1. Enter the New Period Start date 
   
2. Click OK
   
2. Tick Co-Payment is allowed box
   
3. Add the rebate fee against each item if/where required
   
4. Click OK