Procedure: GapOnly with credit notes for insurance benefits
If you use a credit note with GapOnly, it is important to know the general steps of the procedure.
The information that follows gives the general steps to receive a GapOnly insurance benefit with a credit note. (A practice manager configures the PetSure integration to use credit notes for GapOnly insurance benefits.)
After PetSure
accepts an e-claim, the e-claim record shows ACCEPT
BENEFIT and REJECT BENEFIT buttons:
Tip: The buttons will show the insurance benefit quantity in the
button name. For example, if the insurance benefit quantity is $70.00, the button
names will show ACCEPT $70.00 BENEFIT and REJECT
$70.00 BENEFIT:
After you select ACCEPT BENEFIT:
- ezyVet makes a credit note
- ezyVet adds the credit note to the initial invoice and does the necessary payment allocation
Then, you can receive the gap payment from the client. To receive the gap payment, select the Make Payment button that shows in the e-claim record or in the initial invoice.
After the client makes the necessary gap
payment, select the CONFIRM GAP IS PAID button that shows in the
e-claim record:
After you select CONFIRM GAP IS PAID:
- ezyVet tells PetSure that the client made the necessary gap payment
- PetSure makes the insurance benefit payment to your organization’s bank account directly
Note: The bank account payment usually occurs in a period of two business
days.
After PetSure makes the insurance benefit payment:
- ezyVet changes the status of the e-claim to Claim is settled
- ezyVet shows the transaction number and service fee of the payment in the Financial section of the e-claim record sidebar