This article is to demonstrate the comparison with the most commonly used procedure for taking HICAPS payments in TM2 (without HICAPS integration) against using HICAPS integrated.

It should be noted that Group Invoices are required when using HICAPS integrated, and that there is some setup necessary (such as manually linking all stock items, practitioners, and groups to their relevant HICAPS codes) before the integrated module can be utilised.

The following outlines how HICAPS payments are usually applied without, and then with, the integrated HICAPS module.  A visual diagram has also been provided to assist in in the explanation.




HICAPS payments without HICAPS integrated (using a private patient invoice):

  1. Complete the appointment
  2. From the TM2 Quick Bill window select Go To Invoice And Do More
  3. In the Invoice window you can add a HICAPS payment by selecting Accept Payment
    Note: You will still need to use your HICAPS terminal to process the HICAPS payment
  4. In the Payment window
    1. Enter the Payment Method (such as HICAPS Manual)
    2. Enter the Amount HICAPS is paying
      Note: you may alter/add any other details you require in the payment screen
    3. Select Create
  5. Your HICAPS payment will now be on the invoice.  If the HICAPS claim only covered part of the payment you can accept further payments; (as in steps 3 and 4) Accept Payment
  6. In the Payment window:
    1. Enter the Payment Method (such as Cash)
    2. Enter the Amount that is being paid
      Note: you may alter/add any other details you require in the payment screen
    3. Select Create
  7. Note: you can accept as many payments as it takes to balance the invoice

Your private patient invoice is now balanced, listing all billing items and payments




HICAPS payments with HICAPS integrated (you must create a group invoice):
  1. Complete the appointment
  2. From the TM2 Quick Bill window select Go To Invoice And Do More
    Note: this will take you the Group Invoice
  3. In the Invoice window you can add a HICAPS payment by selecting Hicaps Claim
  4. In the HICAPS Claim Wizard you will need to select an Patient ID/IRN, or enter one in Other (if the number's not available) and then select Next
  5. Confirm the list of eligible items to be claimed via HICAPS by clicking Next
  6. Confirm the HICAPS claim summary by selecting Finish
    Note: when you select Finish here the HICAPS payment is put onto the Group Invoice.  Any outstanding amounts will then be recorded as a gap item, which is automatically transferred to a private patient invoice.  The private patient invoice will now be opened.
  7. You can balance the private patient Invoice with a payment by selecting Accept Payment
  8. In the Payment window:
    1. Enter the Payment Method (such as Cash)
    2. Enter the Amount that is being paid
      Note: you may alter/add any other details you require in the payment screen
    3. Select Create
  9. Note: you can accept as many payments as it takes to balance the invoice

Your private patient and group invoices are now balanced, listing all billing items, transferred items and payments