Capture a claim in myMPS

To capture an invoice in myMPS, you can use several different entry points depending on your current workflow. Once you have initiated the process, the steps to complete the invoice details are identical.

Step 1: Initiate the Invoice

Choose one of the following four ways to start:

1. From the Calendar: When you "check out" a patient from the Waiting Room, a pop-up will ask if you want to complete the invoice; click Yes.
2. From the Accounts Page Sidebar: Go to the Accounts tab and click Capture Invoice on the left-hand menu.
3. From Patient Details: Search for a patient on the Accounts page, click their name to open Account Details, and select Capture Invoice.
4. From the Quick Menu: On the Accounts page, click the Quick Menu (three dots) to the right of a patient's name and select Capture Invoice.

Step 2: Enter Patient and Provider Details

1. Invoice Type: Select either Medical Aid or Cash. (Note: Selecting "Cash" for a patient registered as "Medical Aid" will trigger a warning pop-up).
2. Select Patient: If not already populated, type at least 3 characters to search and link the patient.
3. Select Branch: If you are a multi-branch practice, select the correct location.
4. Treating Provider: Select the provider for this service. (Warning: Changing the provider after entering line items will clear all invoice lines.)
5. Date and Place of Service: The date defaults to today, and the place defaults to Consulting Room.
6. Additional Information (Optional): Click Add additional claim information if you need to add authorisation numbers or referring providers.

Step 3: Add Diagnosis and Script Details

1. Diagnosis Code: Enter the code directly or search by typing a description. Separate multiple codes with a semicolon.
2. Script Details (For Optometry): Add script details for both eyes. Use the info (i) icon for extra eye-specific details required for PPN-linked medical aids.

Step 4: Add Invoice Line Items

1. Line Items: Select the Line Type (e.g., Procedure) and ensure the Tariff Code is correct.
2. Templates: To work faster, click Show templates to use pre-defined invoice lines.
3. Confirm Details: Verify that the Quantity, Price, and Diagnosis Codes are correct for every line.

Step 5: Finalise and Submit

1. For Medical Aid Claims: Once all procedures are added, click Submit to send the claim.
2. For Cash Claims: The button will display Save instead of Submit; click it to finalise the invoice.