TheQuote button on the Invoice screen allows Practitioners to submit a virtual claim directly to the Medical Aid. The system communicates instantly with the Medical Aid and returns a real-time response, showing what the scheme will pay, what the Patient must pay, and any claimable amounts or benefit usage. This process supports the authorisation process by giving a clear indication of whether the Medical Aid is likely to approve the claim.
This does not update the Patient’s benefits but provides immediate cost transparency and helps Patients plan financially, avoid unexpected costs, and make informed decisions before treatment. This ensures fewer disputes after billing, improved efficiency in financial discussions, and smoother pre-authorisation processes.
💡Please Note: Currently, the Quote feature is only available for Discovery, Medscheme, and MHG Patients.
Web App:
Roadmap 1: NW > MOD Diary - S Diary > Select Patient - SB Diary> B Invoice - S Invoice Details > B Quote - S Switch Details
Roadmap 2: NW > MOD Diary - S Diary > Select Patient - SB Diary> B Account Details - S Account Details > SB Account Details > B New Invoice - S Invoice Details > B Quote - S Switch Details
Roadmap 3: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtors > B Invoice - S Invoice Details > B Quote - S Switch Details
Roadmap 4: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtors > B Account Details - S Account Details - SB Account Details > B New Invoice - S Invoice Details > B Quote - S Switch Details