1. Select Setup > Practice > Classes. The Class Setup window appears.
o Within the Account Class list, select the HealthPoint class, so that it can be configured for batching.
o Select the General tab.
o Ensure the Name field is "HealthPoint".
o Add 'Patient' to the Account Contacts list.
o Select 'Health Funds' from the Account Groups list.
2. Select the Payment Options tab.
o Via the Batch Type drop-down list, select HealthPoint.
o Via the Addressee field, select Patient.
o Ensure the Use Health Fund Membership check box is ticked.
o Ensure the Company Group for Health Fund Lookup drop-down is 'Health Funds'.
3. Click
4. Continue to Configure a Practitioner to Use the HealthPoint Online Claiming Class.