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How to create a PHI invoice

How to create an invoice for your patient to raise a claim with their fund directly

Written by Kim Phillips

If your patient does not have their PHI card with them, or they are with a non-supported fund, you can raise an invoice in Tyro Health Online for them to claim with their fund directly.

Step-by-step guide

1. Navigate to Get Paid.

2. Select Create invoice.

3. Add invoice details.

  • Select appropriate invoice date

  • Optionally add your invoice reference

4. Add Patient details.

  • Select patient from list; or

  • Click + Add new patient

5. Add Provider details.

  • Select location

  • Choose provider

  • Select the type of claim (Private Health)

  • Provide the professional category

  • Add provider number

Note: once added, these will be available for selection on future invoices.

6. Add Service item(s).

7. Continue to Payment.

Optional to add a discount at this step, or choose to save as a draft

8. Select Payment method.

  • Terminal - sends transaction to linked EFTPOS machine.

  • Enter details - allows you to enter the card details on screen or select from saved cards.

  • Create link - sends an SMS link to your patient.

  • Other - allows you to take payment via other methods such as cash or direct deposit.

8. Submit.

Your invoice will now be visible in the Invoices screen.

9. Send receipt.

  • Scroll to the bottom of the screen and select Send receipt.

  • Enter email address.

  • Click email receipt.

What's next?

The patient will receive an itemised invoice. A sample is below.

The patient should lodge a claim with their health insurance provider and provide this invoice as proof of payment for the services you provided.

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