Who can do this?
All user types and access levels - with Finance/Practice Reports access level setting enabled
There are two ways to update fees: manually, or by automatically importing updated fee details from the Halaxy database.
Halaxy regularly updates our fee database to match changes made by funding bodies. You can easily update any fees you have already imported by clicking Update Fees in your Fees List. This will import any updated details from our database into your existing fees.
To update a fee by importing new fee details from the Halaxy database:
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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. Simply click the Update button for the fee you wish to update.
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In the pop-up, choose which invoices to update with the new fee details and then click Save. 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.
RESULT: Your fees have now been updated with new details from Halaxy's database.
To update fees by manually editing the fee from your Fees List:
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Click Finances > Fees.
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Find the fee you wish to update in the Fees List and click it.
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Change any details as required. To update pricing and rebate details, click the Edit (pencil) icon in the pricing block.
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Select whether you want to update existing invoices, future-dated invoices only, past invoices only, or no invoices, then click Save.
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Click Save Fee.
RESULT: Whenever you add the fee to an appointment or invoice, it will use the updated details.
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