Karuii Public community issue
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3rd party billing

Published by ooptify · Updated Oct 27, 2026, 5:17 AM

Awaiting Review

About this issue

Allow practices to allocate patient bills or balances to third-party payers, such as DVA, work safety/compensation schemes, employers paying for safety glasses, or other external parties. Scope clarified by Calvin: - This is optional for each practice: some practices use third-party claiming and others do not. - Practices can create their own labels/buckets for third-party claims rather than being limited to fixed schemes. - Provide a UI to link/allocate the relevant bill or balance to the third-party payer/bucket while retaining its relationship to the patient and the associated consultation and/or dispensing. - The practice handles claiming in the relevant external portal or process. How payment is determined and processed, including the amount payable, remains outside ooptify. - ooptify records the external payment amount and its reference/ID against the relevant bill/claim. - Support a possible patient gap payment alongside the third-party portion. - Keep outstanding third-party balances in the relevant billing bucket/account until reconciled. This is flexible third-party billing and payment recording/reconciliation, not direct electronic DVA claiming or a new integration with external claiming portals.

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