Bill each patient once a week or month, with the bulk invoice built for you.
An invoice schedule collates fees onto a single invoice for a period you choose, such as weekly or monthly. You can bill patients or third-party organisations with a regular bulk invoice that contains all the services you provided in that period, instead of generating an individual invoice for each service.
For third parties, an invoice schedule can collate fees for one patient only, or for multiple patients billed to one organisation.
Note
An invoice schedule only groups fees onto an invoice. It doesn't send the invoice to the patient or payer.
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Bulk invoices built for you. One tidy invoice for the period you choose, with matching fees collated for you.
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Schedules for patients and third parties. Collate fees for one patient, or bring several patients billed to one organisation together on a single invoice.
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Schedules applied automatically. Set a schedule once and it applies to every new invoice for the patient, funder or organisation you set it for.
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Your own schedules. Create a custom schedule that runs daily, weekly or monthly, starting on the day that suits your billing cycle.
This collates an individual patient's invoices for all fees, except fees under third-party funders that have the default payer set to an organisation.
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Go to the patient profile and click Funding.
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Under the Invoice Automation section, click the
pencil icon.
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In the pop-up, for Schedule, type how you want to collate fees for this patient, such as Weekly or Monthly, and select it in the dropdown. (You can also create your own custom invoice schedule in this field, such as day 15 of every month.)
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Click Save.
Whenever you create an invoice for this patient with fees under the Private funder, the invoice schedule you set here applies.
Choose where to set the schedule: on an individual patient's claim, on a funder, or on the organisation.
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Individual patient claims
This collates an individual patient's invoices for a specific third-party organisation.
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Go to the patient profile and click Funding.
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Under the Claims & Referrals section, click the
plus icon for the relevant funder, then click the
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In the pop-up, set the following:
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Paying organisation: Select the organisation to bill for this claim.
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Schedule: Enter the name of your schedule. (You can create your own invoice schedule in this field.)
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Payer: Select one of these:
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Organisation (existing invoice, same patient): One invoice for a single patient.
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Organisation (existing invoice, any patient): One invoice for multiple patients.
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Click Save.
Whenever you create an invoice for this patient under this funder, the invoice schedule you set here applies.
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Funder
This collates patient invoices that contain fees under a specific funder.
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Click Finances > Fees, then click Funders.
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In the list, click the funder you want to edit.
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Under the Payment Details section, set the following:
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Payer: Select one of these:
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Organisation (existing invoice, same patient): One invoice for a single patient.
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Organisation (existing invoice, any patient): One invoice for multiple patients.
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Paying organisation: Select the organisation to bill for this claim.
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Invoice Schedule: Enter or look up the name of your schedule. (You can create your own invoice schedule in this field.)
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Click Save.
Whenever you create an invoice for any patient with fees under this funder, the invoice schedule you set here applies.
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Organisation
This collates patient invoices billed to a specific third-party organisation.
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Click Contacts > Organisations.
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In the list, click the organisation you want to edit.
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In the Invoices section, click Edit Preferences.
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Under Schedule, enter the name of your schedule. (You can create your own invoice schedule in this field.)
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Click Save.
Whenever you create an invoice for any patient where this organisation is billed, the invoice schedule you set here applies.
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Note
An invoice schedule applies only to invoices you create after you set up the schedule. It doesn't collate existing invoices.
If you need different invoice schedules, create your own.
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Click Finances > Fees > Invoice Schedules.
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Click Add Schedule.
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In the Add Invoice Schedule pop-up, enter your settings:
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Lookup (optional): To create a modified version of an existing schedule, enter the schedule name to import it.
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Name: Enter a name for your new invoice schedule.
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Invoice every: Enter how often the schedule runs: daily, weekly or monthly.
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On: Enter the day each period starts. (Available only for weekly and monthly frequencies.)
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Click Save.
Your custom schedule is ready to use. You can also create your own invoice schedules in the setup steps above.
Invoice schedules work with the rest of Halaxy invoicing: Halaxy groups the fees, and you choose how each bulk invoice is sent.
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Send invoices on a schedule. Send an invoice to email each bulk invoice automatically, so you never forget to send one.
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Understand third-party billing. The Guide to third party billing explains how Halaxy bills funders and other payers.
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Set up funders. The Guide to funders explains how funders link to your fees and invoices.
With invoices billed to third-party organisations, the patient detail section may get too long, especially if you have multiple patients on merged or collated invoices. You can select the level of detail you want for this section just for a single invoice or as a default when billing a specific organisation.
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Show all patient details |
Show only patient name and funder |
Hide patient details section |
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Individual invoice
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Organisation invoices
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