To help ensure accurate medical aid reimbursement, make sure the client’s medical aid information is correctly set up in their profile.
Important
This feature is specific to South Africa (medical aid billing)
To update medical aid information:
Go to Clients
Select the client’s name
Click the menu (⋯) and select Edit
Add medical aid details
Locate the Medical Aid Company Name field
Select the appropriate company from the dropdown menu
How it works
Selecting a medical aid will:
Apply the correct rates to invoice line items
Auto-fill the claim email when using the Mail to Insurance option in billing
Tip
Always verify the client’s medical aid details before creating or sending invoices to ensure accurate reimbursement.
If you need help managing your billing settings, please contact our support team at support@trova.health.