Billing and payments overview

Billing in ooptify starts from the work itself: invoices are generated from consultations, dispensing records or cash sales, so nothing is re-keyed.

Invoices#

Create invoices with items, discounts and adjustments. Invoices can be merged, shared with patients as secure links, and tracked from open to paid.

Payments, refunds and store credits#

Record payments against invoices, process refunds, and manage patient store credits — all with an audit trail.

Medicare and health-fund claiming#

Connect a CommBank Smart Health terminal to quote, claim and take payment for Medicare (including bulk billing) and private health insurance directly from the invoice — including mixed invoices with both claimable services and retail items. HICAPS item codes are available for lookup when recording other terminals manually.

End-of-day reconciliation#

Each location runs an end-of-day reconciliation covering payments and terminals. Daily reconciliations are frozen automatically, and the history is available in reporting.

Note: step-by-step guides with screenshots are being prepared. If you need help sooner, contact support.