If you are encountering issues with this topic, you may be able to troubleshoot these issues yourself first. If your issue is still not resolved, you can contact Halaxy for assistance.
You don't need to add individual health funds as separate funders. If the client is paying the invoice themselves and claiming a private health fund rebate, then you only need to list the funder as "Private".
You can do this by adding multiple identifications to the "Private" funder on your Identifications page. This can be useful if you have different provider numbers for different private health funds. You can then choose between each of your provider numbers on any invoice with a Private fee.
To add identifications to the Private funder:
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Click Finances > Fees, then click the Identifications tab.
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In the top right, click Edit.
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In the Private row, add the provider number(s) for each practice location.
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Enter a Description (e.g. the name of the health fund). This will be shown in brackets next to the provider number on invoices. Adding the description here will make it easier for you to select the correct provider number on invoices.
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Click Add another identification to add another provider number (e.g. for a different health fund).
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Click Save.
On any invoice with a Private fee, you will be able to choose between the relevant identifications by clicking the pencil icon in the Identifications section:
To change the rebate amount of a fee, you can edit the fee from your Fees List. You will be given a choice of whether to update all invoices that use the fee or only future-dated invoices that use the fee.
To change the rebate amount of a single invoice line:
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Under the Fees & Charges section, click the
pencil icon next to the fee the rebate is for.
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Change the amount in the Rebate field.
When the default payer for a claim changes between different patients, you can leave the funder's default paying organisation empty then edit each patient's claim details to update the paying organisation when you have been notified who the payer is.
To remove the funder's default payer: Click Finances > Fees, then click the Funders tab. Open the relevant funder, delete the paying organisation, then click Save.
To edit the default payer on a patient's claim for the funder: Open the patient profile, then click the Funding tab. Under the Claims & Referrals section, for the relevant funder, click the edit icon next to the claim number, and enter the name of the paying organisation.
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