Policy Number Details
One of the key details required for most if not all Businesses is the Policy Number details of the patient. These details should be stored in the Policy No field on the further details tab on the patient record. If this number is missing, the claim may fail when being submitted.
There is an ID icon to the right hand side of this field. This is used to confirm with Healthcode that the policy number if suitable for the group. Just click on the ID icon if you wish to verify it.
The Policy Number for a Business patient can be made mandatory. This is useful as the information may be gained when registering the patient. To do this open the Business record > Setting tab > Click Policy Code button > Update record to save changes.