To ensure accurate medical aid reimbursement for clients, follow these steps:
Navigate to the Client Profile
Go to the client’s profile in the Trova platform.Edit Client Information
Click on the edit button (three dots on the far right of the client profile).Add Medical Aid Information
Locate the "Medical Aid Company Name" field.
Select the appropriate company name from the drop-down menu.
Automatic Rate and Email Integration
Any rates associated with the selected medical aid will automatically populate in the invoice line items.
The claim email for the medical aid company will be auto-filled when using the "Mail to Insurance" option in the billing section.
These steps help streamline the medical aid reimbursement process, ensuring accurate and efficient claims for your clients.