Creating a HealthPoint Quote
Creating a quote allows a proposed service(s) to be sent via Tyro HealthPoint to a client’s health fund to establish the rebate that to be paid against that service(s). The rebate amount is correct at the time of submission and is subject to change. However, this should give the client a good indication of the gap they would be required to pay on the particular service(s).
A quote is submitted in the same way as a claim BUT instead of the client Accepting the Claim, they Reject it. The rebate (and loyalty, if applicable) details for the items are saved BUT the claim is not set to a status that would cause the health fund to pay for the claim. If a quote is accidentally accepted, then the system will automatically send a cancellation of the claim so that it is not paid.
A quote can only be for:
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one practitioner
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one modality (e.g. psychology or speech, not both)
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one service (appointment) date – This is automatically set to the date that the quote is submitted.
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Multiple appointments or items that occur on the same day can be sent on the same quote upto a maximum of 16 items.
Quote numbering – The quote numbers are based on the same “next” numbering as used by invoices. If Invoice Number per Location is turned on, then the quote number will be based on the Location selected, the same as is done for an Invoice.A Quote is displayed in the transaction grid in the Invoice screen with Type = Q.
There are two methods for creating a quote:
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From an appointment via the right mouse context menu and select Create Quote
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From Invoices toolbar, click Create Quote
Method 1: Create a quote via the right mouse context menu
Right click on the relevant appointment and select Create Quote
This will automatically Link to Quote to the appointment
A new quote will be created for the selected client based on the Consultation Type, Practitioner and Location selected in the appointment in the same way as a Client Invoice is created.
Go to the Adding additional items section below
OR
Method 2: Create a quote via Invoices > New Quote
In Invoices, select the relevant client from the Bill to dropdown
Click New Quote
Select the Location to base the Quote on
Select Add Item
Select the Item to be quoted on
DO NOT select an Appointment Date & Time if there has been no relevant appointment made
Click Add
The item has been added to the appointment without an Appointment Date.
Adding additional items
The Add Item button can be used to add additional appointment or non-appointment items by repeating the steps above
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Please note that all items claimed for need to occur on the same day to be submitted
Requesting a Quote
In the Quote, click Request Quote
Add a Body Part / Tooth Number if required (3 digit maximum)
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Details of what these are can be obtained from the relevant Health Fund.
Click Request Quote
Client needs to swipe their Health Fund card
The claim is assessed by the fund and the client acceptance screen is displayed
CLICK REJECT
This will save the rebate, loyalty and gap amount for the relevant items that have been assessed but will not send the claim for payment by the fund.
If Accept is accidentally pressed, then an automatic cancellation is initiated and the client will be required to swipe their health fund card to process that cancellation. The quote can be printed in the same way as an Invoice. A default Quote Template can be set in Options > Invoices which means the template does not need to be selected each time. Otherwise,
In the Invoice Template field select the … to display the Invoice Template selection box
Select Quote Template
Click Ok
Click Print (or the down arrow and Preview to view the template before printing)
The Quote template can be amended to include your logo and practice details. However, the content of the grid and the totals available can’t be changed.