Edit the claimant in a Patient Claim

Changing the 'Claimant' on a Patient Claim is generally used in instances where the client themselves is a minor, or under the age of 18. The 'claimant' is claiming on behalf of the client and will receive the relevant rebate from Medicare.


Step 1 - Record the claimant in the client's file


  • To change the Claimant on a Patient Claim, you may need to have added this person in the client's file. This person needs to be added in the Family section within the clients account. NOTE: This step is not compulsary


Step 2 - Create an invoice


Step 3 - Press 'Change Claimant' on the invoice

  • To change the Claimant on this invoice, you need to scroll down to the 'Client Information' within the Invoice and select 'Change Claimant'


Step 4 - Select 'Insert Family' member

  • When you select 'Change Claimant' a new screen will appear which will allow you to insert the family member that you have recorded above.
  • Alternatively, you can type in their details manually

Step 5 - Complete the claim as normal

James Hogan -

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