One funder. Every invoice set up right, every time.
In Halaxy, a funder holds the billing and claiming settings for every fee linked to it, so Halaxy fills in the right details on every invoice. Import a ready-made funder from Halaxy's preset database, or create your own.
When you add a fee to an invoice, Halaxy applies its funder's settings:
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Who pays. Each fee goes to the patient or an organisation, whichever the funder names.
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The right organisation. The organisation set on the funder receives the invoice, in its billing method.
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Your identification details. Every invoice carries the practitioner identification the funder requires.
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Patient eligibility. Your patient's claim details appear wherever a funder needs them.
Every fee is linked to a funder. You can use a funder for a specific authority or funding body, or set up a funder for a general service paid by different organisations.
Tip
Some funders need your patient's eligibility details on invoices, such as a member ID, or a card number and expiry. Set up each patient's claim information under the funder once, and Halaxy fills it in every time.
Halaxy's global preset database includes ready-made funders for funding bodies, authorities and organisations specific to your country and region, with all the required settings pre-configured. If you can't find a suitable preset funder, add your own funder instead.
Halaxy imports the funder into your practice. You can edit its settings at any time, and your changes apply only to your practice, not the preset in Halaxy's database.
Tip
Import preset funders and fees while creating appointments, without leaving the appointment.
Note
If you have patients who pay the full amount of a fee without being able to claim a rebate or subsidy, import the Private funder.
If the funder you need isn't in Halaxy's database, add your own and set up the funder settings manually.
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Click Finances > Fees, then click Funders.
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In the top right, click Add Funder.
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Under New Funder, set the following:
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Name: Enter a title for your funder. This can be for a specific organisation or a general label.
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Funder Type: Select the relevant type for your funder, which sets the payment and claim details on invoices. Halaxy has preset funder types that you can import and edit, and you can also create your own. Click
pencil icon to configure your funder type.
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Patient claim details: Enter the field labels for any patient information required on the invoice for claim eligibility. You add the actual information on the patient's Funding page.
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Payment: Select who can pay for this invoice. Select Third party to allow billing to both patients and organisations. Select Patient only to allow billing to patients only.
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Description: Enter a short description of your funder to show in the funder list.
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Identification: Enter the labels only for the practitioner identifications to show on the invoice, such as Provider Number or Licence Number. You then add the actual identification number on your Identifications page.
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Create default patient claim (optional): Tick to create a patient claim under this funder whenever you create a new patient profile. If you leave it unticked, Halaxy creates claims only when a patient has an appointment using a fee under this funder.
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Under Payment Details, set the following:
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Payer: Select the default payer for fees booked under this funder. You can still change the payer on an individual invoice.
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Patient: The patient pays for the invoice.
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Organisation (new invoice): The organisation pays for the invoice. Halaxy creates a new invoice each time you use a fee associated with this funder.
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Organisation (existing invoice, same patient): The organisation pays for the invoice. Halaxy groups all fees associated with this funder for this patient into a single invoice, collated according to the Invoice Schedule you set.
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Organisation (existing invoice, any patient): The organisation pays for the invoice. Halaxy groups all fees associated with this funder for all patients into a single invoice, collated according to the Invoice Schedule you set.
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Invoice Merging: Select which fees under this funder Halaxy can merge into an invoice.
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Same practitioner / same clinic: Merge only fees by the same practitioner from the same practice location (default).
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Same practitioner / any clinic: Merge only fees by the same practitioner from any practice location in your practice group.
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Any practitioner / same clinic: Merge only fees by any practitioner from the same practice location.
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Any practitioner / any clinic: Merge fees by any practitioner from any practice location in your practice group.
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Paying organisation: The default organisation that is billed and receives the invoice. If the paying organisation changes often, leave this field blank.
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Invoice Schedule: How often Halaxy collates invoices. Halaxy follows this schedule when Payer is set to Organisation (existing invoice, same patient) or Organisation (existing invoice, any patient).
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Click Save.
You have created a funder. Its settings apply to all invoices that contain fees linked to this funder. Next, add fees under this funder to use in appointments and invoices.
Note
If you can't see Payment Details, the Funder Type payment setting is Patient only, so Halaxy bills all invoices for this funder type to the patient.
Tip
If you bill fees to different organisations with their own requirements, set up your funders and fees for third party billing.
Funders connect your fees, invoices and claims, so Halaxy bills the right payer.
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Bill third parties. The Guide to third party billing shows how funders work with invoice payers and schedules.
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Show your numbers on invoices. Add provider numbers and identifications so Halaxy fills them in for every funder.
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Keep your funder list tidy. Merge multiple funders into one.
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