Creating Third Party Schedules

Open MediBooks and select the Third Party Tab.

To begin using Third Party Schedules, you will need to ensure you have selected the [Schedule] Billing Type when creating the Third Party

Provided this has been selected then you can create schedules as follows:

Select the Third Party in the Search screen.

Select [Schedule Invoice] (note the HMA ID under "settings" may need to be set to 0 to schedule an invoice)

Click on [Download] to retrieve the outstanding invoices

You will be asked if you wish to Sync patient details

Once the download is complete, you will have a list of successful invoices.

Click [Run Claims] to continue.

You will be asked if you want to run the claims

Once the claims have been run, go to [Schedule Explorer], where you will see the claim file in the list.

Right Click on the File, select [PDF], then [Print].

This will Print the Statement to be sent to the Third Party.

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