Invoices needed for manual health fund claims must be set up correctly to show provider numbers and a service date. 


This process is different to using the Tyro HealthPoint automated claim process. 



On this page: 

  • Add Provider Numbers
  • Create Service Invoice Items
  • Create an Invoice 
  • Share an Invoice 



Adding Provider Numbers


Step 1. Go to Employees Setup -> select view next to User -> add information as below into the Practitioner Provider Numbers field -> Save 


Formatting Tips:

  • group together funds that use the same code. 
  • don't add codes for funds you never use, these can be provided on request if they are ever needed. 
  • copy and paste the information into this field as plain text -> so no other formatting is brought across 
  • preview your invoices before sending to patients to ensure they are correct 




Creating Service Invoice Items


Step 2. Follow this article on how to create a service and an attached invoice item to ensure the invoice item type is set to Service. 




Creating an Invoice 


The invoice must be created from the diary appointment to ensure that the date of the service is on the invoice. 


Step 3.  Follow the steps in this article to create an invoice from the diary.  

  • The Practitioner Link must be set to the correct practitioner on the invoice.
  • The invoice must be paid manually or online by the patient for them to be able to claim a health fund rebate. 




Sharing an Invoice


Invoices can be printed, emailed or accessed immediately by patient via the patient portal for their records, or for health insurance fund rebates if required.


Step 4. Follow the steps in this article to share an invoice via print or email.