Setting the Default Invoice Payer to the Primary Contact

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By default, invoices are automatically billed to the patient receiving treatment. If you prefer, you can set the default payer to the patient's primary contact instead of the patient. This is useful for child patients or dependants who do not pay for their own treatment.

You can configure the default invoice payer at the group level as well as for specific individual patients.

Setting the default invoice payer for all patients

To configure the default invoice payer for all patients (other than those you have set up individual settings for):

  1. Click Settings > Payments.

  2. In the Invoice Automation section, click the Edit (pencil) icon for the level (group, clinic or individual) you want to set the default invoice payer for (you can also click Add New to add invoice automation settings at the clinic or individual practitioner level instead of the default group level).

    The Settings Payments page in Halaxy, with the section labelled Invoice Automation highlighted
  3. In the Default Invoice Payer section, select "Primary contact" to bill invoices to the primary contact by default.

    A pop-up titled Edit Invoice Automation Settings. The options are titled Default Invoice Payer and Invoice Email Automation.
  4. Click Save.

RESULT: By default, invoices will be billed to the patient's primary contact instead of the patient. If no contact has been assigned as the patient's primary contact, the invoice will be billed the patient.

Setting the default invoice payer for a specific patient

You can set individual settings for each patient that override the default settings above. This allows you to customise your settings for each patient.

To set the default invoice payer for a specific patient:

  1. Navigate to the patient's profile and click the Funding tab.

  2. In the Invoice Automation section, click the Edit (pencil) icon.

    The Funding tab of a patient profile is selected. In the Invoice Automation section, the edit icon is highlighted.
  3. The Edit Invoice Automation Preference pop-up appears. Under "Default Invoice Payer", select whether you want invoices for this patient to be billed to the patient, billed to their primary contact or to use your group default settings (configured in Setting the default invoice payer for all patients above).

    A pop-up titled Edit Invoice Automation Preference. Under "By default, bill invoices to", "Primary contact" is selected.
  4. Click Submit.

RESULT: If you selected "Patient", invoices will be billed to the patient regardless of your default settings for all patients. If you selected "Primary contact", invoices for this specific patient will be billed to the patient's primary contact regardless of your default settings; if no contact is assigned as the primary contact, the invoice is billed to the patient instead.

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