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Why is it important to select the medical aid company name?
Why is it important to select the medical aid company name?

Client Profile

Updated over 2 weeks ago

Selecting the correct medical aid company name in a client’s profile is crucial for the following reasons:

  1. Accurate Rates

    • The appropriate rates for the medical aid company are automatically applied to invoice line items, ensuring accurate billing.

  2. Efficient Claims Submission

    • The claim email address for the selected medical aid company is automatically populated when using the "Mail to Insurance" option in the billing section.

  3. Streamlined Reimbursement Process

    • By selecting the medical aid company name, you minimize errors and delays in the reimbursement process, ensuring smooth claims handling for your clients.

This step simplifies medical aid invoicing and ensures compliance with specific company requirements.

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