Bookem allows you to email invoices directly to medical aid providers while copying your patient for easy claim submission.
Here’s how it works:
Add the medical aid provider as a client
Generate the invoice and enter the medical aid’s email address when sending it
This article explains how to send a claim from your calendar when generating an invoice and how to send an invoice that has already been created from the client's profile
Note: All emails include both a link to the invoice and a PDF attachment
Go to Clients > ‘+ New client’
Create a client profile for the medical aid, including their name and claims email address
Repeat this process for multiple medical aids to keep their contact details easily accessible when sending invoices
Generate the invoice and allocate any payments as usual
Click Finalise & send
Add the medical aid’s email address and customise the email body if needed
Go to the client profile and open the invoice from the Account tab
Click Save & send
The client’s email address will populate automatically - add the medical aid’s email address before sending
Edit the email body if needed, then send the invoice
Note: Only one number can receive SMS notifications; multiple recipients require email