Organisations

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Your organizations list lets you keep track of organizations you do business with. This lets you build a directory of organizations and sort your invoices by organisation or funding body.

Each organisation has a profile, similar to a patient profile, that displays their contact details, their payment information, their invoices and their fee balance. Organisations that you make invoices, fees or appointments for will automatically have a profile created for them in your organizations list.

OrganisationProfile.png

Image: A sample organisation profile (expand image)

Manually adding an organisation to your organizations list

Organisation profiles will automatically be created when you invoice them using third-party billing via a patient claim. However, you can manually manage your organizations at any time.

To manually add an organisation to your organizations list:

  1. Click Contacts > Organisations.

  2. Click Add Organisation at the top-right of the page.

  3. In the Name field, enter the Organisation's name and select it from the list to import it from Halaxy's database. If it is not in the list, click to add it as a new organisation.

  4. Enter the organisation's details as desired, including Tax ID, website and contact email address for receiving invoices.

  5. In the Invoices section, under Schedule, set a schedule for how often you wish to send invoices for claims with this organisation:

    • If you want to send invoices manually, leave this blank; or

    • Import an existing schedule (e.g., Daily, Weekly (every XXXday), Fortnightly, Monthly, 4 weekly); or

    • enter the name of a new schedule to create a custom schedule.

  6. Click Save.

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