There are three ways to update fees in your practice:
Note
Need to update pricing? We have a guide on how to set price, tax and rebate amounts for your fees.
Halaxy regularly updates our fee database to match changes made by funding bodies. If you are using any of the preset fees, you can easily import these updates whenever they are released.
To update a fee by importing new fee details from the Halaxy database, follow the steps below.
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Click Finances > Fees.
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Click Update Fees in the top-right corner of the page.
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A pop-up appears with a list of fees you have previously imported, showing the date they were last updated in the Halaxy database and the new default price and rebate amounts. Click the Update button for the fee.
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In the pop-up, select which invoices to update with the new fee details and then click Save. (Tip: It is recommended to update future-dated invoices only.)
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Repeat Steps 3 and 4 for any other fees you wish to update. When you're done, scroll down to the bottom of the pop-up and click OK.
Your fees have now been updated with new details from Halaxy's database.
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Click Finances > Fees.
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In the Fees List, click the fee you want to edit.
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In this Edit Fee screen, make your required changes.
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To update pricing or visibility, under the Pricing section, click the edit icon. Make your required changes, then click Save.
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Click Save Fee.
Whenever you add the fee to an appointment or invoice, it now uses the updated details.
You can also change the fee and rebate amounts charged on an individual invoice.
To do this, follow the steps below.
The fee is now updated on this invoice.
Updated
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