HCP - External Invoice

user 1

1.1. HCP - External Invoice

Purpose The purpose of this transaction is to explain how the Authorised third party users will create an invoice using the CompEasy system.

Business Scenario In this scenario an invoice is captured for a period of seven days from 10.09.2019 to 17.09.2019 for a surgical case. A quantity of seven is added in the Quantity Inv. field as the patient stayed for a period of seven days. The amount for one day is R3433.44 and that amount times the seven days adds up to R24034.08.

Prerequisites The following prerequisites are applicable when processing this transaction:

• Access to https://CompEasy.labour.gov.za website.

1.1.1. Home - Internet Explorer

Step Action

[1] Click on the Change Claim (Expert Mode) tile to register a claim.

HCP - External Invoice

user 2

1.1.2. Change Claim : Initial Screen - Internet Explorer

Step Action

[2] Click on the Change button to update the claim information.

1.1.3. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Subclaim Overview - Internet Explorer

Step Action

[3] Click on the Create Invoice option to select it.

HCP - External Invoice

user 3

1.1.4. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

If you have an invoice with a period on, you will use the Invoice From and Invoice To dates for the start and end dates of the specific period on the invoice. These dates can be the same.

Step Action

[4] Enter 10.09.2019 in the Invoice From field.

1.1.5. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

HCP - External Invoice

user 4

Step Action

[5] Enter 17.09.2019 in the Invoice To field.

1.1.6. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[6] Enter 17.09.2019 in the Invoice Date field.

1.1.7. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

HCP - External Invoice

user 5

The number of the invoice is captured in the Extl Invoice No. field.

Step Action

[7] Enter H67298 in the Extl Invoice No field.

1.1.8. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[8] Click in the area below the scroll bar to scroll down.

HCP - External Invoice

user 6

1.1.9. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[9] Click on the Business Partner Number of Service Provider possible entries button to search for the required value.

1.1.10. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[10] Double click on the NetCare Group of

Hospital/KLERKSDORP option to select it.

HCP - External Invoice

user 7

1.1.11. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[11] Please press Enter on the keyboard to confirm the entries.

1.1.12. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

HCP - External Invoice

user 8

The Data Origin field indicates where the invoice originated from. The two options available is:

• Manual Input & FIORI - An invoice that was captured manually.

• DME (Switch) - An invoice that originated from a Switch house.

The VAT registration information is defaulted from the detail captured on the BP for the specified service provider. The Service provider's Tax number is displayed. This default the SalesTaxCalc field that displays on the Item tab.

Step Action

[12] Click in the area above the scroll bar to scroll up.

1.1.13. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

The Header information is now complete and you have to add the item detail, select the Item tab to add the line items on the invoice.

Step Action

[13] Click on the Items tab to add the line items on the invoice.

HCP - External Invoice

user 9

1.1.14. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Step Action

[14] Click on the Add Invoice Item button to add the line items on the invoice.

1.1.15. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Item No. 1 indicates that this is the first line item captured on the invoice. The item no. 1 will increment with every line item you add on the invoice.

HCP - External Invoice

user 10

Step Action

[15] Click in the Ben. Catlg Item field.

1.1.16. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Step Action

[16] Click on the ID of a Benefits Catalog Item possible entries button to search for the required value.

1.1.17. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

HCP - External Invoice

user 11

The Maximum No. of Hits field restricts your search to the first 500 catalogue items it can find. Remove the 500 to display the complete list.

Step Action

[17] Please press the Delete button on your keyboard to remove the Maximum No. of Hits of 500.

1.1.18. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Step Action

[18] Click on the Find button to start the search.

HCP - External Invoice

user 12

1.1.19. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Double-click on any part of the BenefitsCatalog Item to select it.

Step Action

[19] Double click on the H001 option to select it.

1.1.20. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

HCP - External Invoice

user 13

Step Action

[20] Click in the area below the scroll bar to scroll down.

1.1.21. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Step Action

[21] Enter 7 in the Quantity (Inv.) field. Confirm your entry by pressing the Enter key.

1.1.22. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

HCP - External Invoice

user 14

Step Action

[22] Click in the area below the scroll bar to scroll down.

1.1.23. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

The SalesTaxCalc field defaults from the Service Provider selected. This can be changed if incorrect. The different options are:

• VAT Inclusive (15%)

• VAT Exclusive (15%)

• VAT Inclusive (14%)

• VAT Exclusive (14%)

If the SalesTaxCalc field displays as VAT exclusive:

• The OrigAmt/QU (I): and Gross (Invoice) fields display the gazetted amount excluding VAT, and

• The Net (Invoice) field displays the gazetted amount including VAT. In this example all the values are the same because VAT is inclusive.

Step Action

[23] Click in the area above the scroll bar to scroll up.

HCP - External Invoice

user 15

1.1.24. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

The detail of the benefit catalogue is defaulted and displays in the item no. field.

Step Action

[24] Click on the Diagnoses, Additional Data tab to add the ICD10 codes.

1.1.25. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

HCP - External Invoice

user 16

The Primary Diagn. field is used to capture ICD10 codes for medical invoices. The Secondary Diag. field is used to capture ICD10 codes for hospital invoices.

Step Action

[25] Click in the Primary Diagn. field.

1.1.26. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[26] Enter S92.71 in the Primary Diagn. field.

HCP - External Invoice

user 17

1.1.27. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[27] Click in the Secondary Diagn. field.

1.1.28. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[28] Click on the Secondary Diag. possible entries button to search for the required value.

HCP - External Invoice

user 18

1.1.29. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

The Maximum No. of Hits field restricts your search to the first 500 catalogue items it can find. Remove the 500 to display the complete list.

Step Action

[29] Please press the Delete button on your keyboard to remove the Maximum No. of Hits of 500.

HCP - External Invoice

user 19

1.1.30. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[30] Click on the Find button to start the search.

1.1.31. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[31] Double-click on the Diagnosis ID S52.11catalogue number so select it.

HCP - External Invoice

user 20

1.1.32. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[32] Click on the Save (Ctrl+S) button to save the transaction.

1.1.33. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

The message in the status bar confirms that the claim was saved.

HCP - External Invoice

user 21

Step Action

[33] Click on the Items tab to add the line items on the invoice.

1.1.34. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

[34] Click on the Items tab to add the line items on the invoice.

1.1.35. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Diagnoses, Additi - Internet Explorer

Step Action

HCP - External Invoice

user 22

Step Action

[35] Click on the Items tab to add the line items on the invoice.

1.1.36. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

Step Action

[36] Click in the area below the scroll bar to scroll down.

1.1.37. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

HCP - External Invoice

user 23

Use the Ctrl and C buttons on your keyboard to copy the Net (Invoice) price. This iwll then be used to paste on the Header Net (invoice) price field.

1.1.38. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Items - Internet Explorer

The SalesTaxCalc field defaults from the Service Provider selected. This can be changed if incorrect. The different options are:

• VAT Inclusive (15%)

• VAT Exclusive (15%)

• VAT Inclusive (14%)

• VAT Exclusive (14%)

Step Action

[37] Click the Header tab to capture the total invoice amount.

HCP - External Invoice

user 24

1.1.39. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Use the Ctrl and V buttons on your keyboard to paste the Net (Invoice) price copied in a previous step.

1.1.40. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[38] Click on the Save (Ctrl+S) button to save the transaction.

HCP - External Invoice

user 25

1.1.41. Change Claim 10000417 / ZSC1 SITHEMBELE NZWI (Open): Header - Internet Explorer

Step Action

[39] Click on the Exit button to log off from the SAP System.

Well done! You have successfully captured an invoice on the CompEasy System.