Submit claims to medical aid from Bookem

Bookem allows you to email invoices directly to medical aid providers while copying your patient for easy claim submission.

Here’s how it works:

  1. Add the medical aid provider as a client

  2. 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

Adding a medical aid as a client

  1. Go to Clients > ‘+ New client’

  2. Create a client profile for the medical aid, including their name and claims email address

  3. Repeat this process for multiple medical aids to keep their contact details easily accessible when sending invoices

Sending a claim from your calendar

  • 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

Sending a claim for an existing invoice from the client profile

  • 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

Learn more

How do I copy or duplicate a client's invoice?