• Ensure IFC Templates are setup
• Health Fund has been Verified
• Eligibility Check has been completed. An IFC may already have been generated when completing the OEC/ECF. If not,
  • right-click on the Client/Patient in either List or Calendar View and select Informed Financial Consent, or
  • go to Client Transactions and selecting IFC on the sidebar
  • Enter the Item Codes or populate by selecting a Standard Procedure if not already selected and loaded from the appointment

• Should there be an Excess and/or CoPayment, the amount will be shown on the IFC
• Selecting this will deduct the Excess and or CoPayment from the Hospital fee
• If the Excess and/or CoPayment is more than the Hospital fee, the amount will be reduced
• Select Print on the sidebar of the IFC
• You will be prompted with the following
  • To save the IFC as a PDF in Client Communication
  • Allow the client to view the IFC on their portal
• Word will launch with the IFC template that you can edit
• Close and Save
• The Appointment Status will change to IFC Issued

Go to Convert to Invoice