Tyro EFTPOS and Private Health Insurance Claims in Halaxy

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Halaxy Auto Payments allows you to process payments, manually or automatically, without the need of a physical terminal or external integration – saving you up to 4 minutes per appointment.

If you'd like to use a physical EFTPOS terminal to accept payments and process private health insurance claims, Halaxy also integrates with Tyro terminals for health fund claiming and EFTPOS payments. Payments processed on your Tyro terminal are integrated seamlessly with Halaxy, so your Halaxy invoices will be automatically updated.

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Tyro uses up-to-date technology to process health fund claims and payments and is known for its reliability and service. There are no contracts, set-up fees, administration fees or exit fees, and Tyro covers 98% of the private health-insured population. Tyro also works with any bank, so you do not need to change your bank to use Tyro. Connecting your Halaxy profile with your Tyro terminal eliminates rekeying errors, streamlines claiming and makes reconciliation fast and easy.

How to start using Tyro

If you don't yet have a Tyro terminal, contact Tyro via their web form or by phone on 1300 729 468. Tyro can confirm their latest fees for their service. You must complete two forms which are available from Tyro:

  1. Tyro EFTPOS Banking Application, to process EFTPOS payments through Tyro; and

  2. Provider Registration form, which enables you to claim health fund rebates.

Tyro normally ships your Tyro terminal within 10 days of processing your application.

How to connect Tyro and your Halaxy profile

You can connect your Tyro EFTPOS terminal to your Halaxy profile by following the steps below:

  1. Click Settings > Integrations.

  2. In the Tyro section, click Add Terminal.

    In the Payments/Rebates section, a section is labelled Tyro. To the right of "Tyro", there is an arrow pointing to a button that says Add Terminal.
  3. The Add Tyro Settings pop-up appears. Select the Level setting:

    Tyro_Modal.png
    • Group level: when all practitioners in the group use the same terminal and all payments are processed to the one account;

    • Clinic level: when multiple practice locations use the one terminal and payments are processed to different accounts depending on the practice location; and

    • Individual level: when you work in multiple clinics and may need to switch between a group terminal and your own terminal, both of which are linked to your own accounts.

  4. On your Tyro terminal, select "Configuration", then "Integrated EFTPOS" and "Pair with POS". You should now see the following on your Tyro terminal:

    A physical Tyro terminal showing a MID (merchant ID) and TID (Terminal ID) in the centre of the Tyro screen
  5. In the Halaxy pop-up, enter the Merchant ID and Terminal ID and make sure the Status is set to Active. Enter a description so you can identify the terminal for your own records. Then click Pair.

  6. Press Start on the Tyro terminal (Authorise POS).

  7. Once connected, click Save in Halaxy.

Note

If you receive the messages "An error has occurred, please try again" or "Error: Transaction already in progress", this means that pairing was attempted twice before a response was received from the terminal. You should close all windows (or log out of Halaxy) and start the process again.

RESULT: Your Tyro terminal in now paired with Halaxy. Whenever you mark an invoice as paid via Tyro EFT on your Halaxy invoices, you will be prompted to use your Tyro terminal to process the payment, and your Halaxy invoice will be automatically updated.

If you want to add another merchant to your terminal, please see Adding multiple merchants to the same Tyro terminal.

Adding multiple merchants to the same Tyro terminal

Once you have paired your Tyro terminal, you can add another merchant to the Tyro terminal so that you can receive funds into a different bank account.

You do not need to pair the terminal a second time to set up another merchant. Simply follow the instructions below:

  1. Click Settings > Integrations.

  2. Click the + icon for the terminal where you wish to add another merchant.

    Tyro_MultiMerchant.png
  3. In the pop-up, you should see that the terminal is "Already Paired". Enter the Merchant ID from your Tyro terminal.

    Tyro_MultiMerchantModal.png
  4. Add a Description so you can identify which merchant account is being used.

  5. Click Save.

RESULT: You should now see both merchants configured to use the same terminal. When you process a claim, you will be able to select which setting to use:

Tyro_MultiMerchantProcess.png

Using Tyro EFT to process EFTPOS payments in Halaxy

To use your Tyro terminal to process EFTPOS payments in Halaxy:

  1. Naviate to the invoice.

  2. In the Payment section, click Mark as Paid next to the fee you want to process.

  3. In the Method drop-down menu, select "Tyro EFT" and click Save.

    From a Halaxy invoice, the user clicks Mark as Paid. A pop-up appears; the user selects Tyro EFT as the Method and selects a merchant account to use in the Tyro Setting drop-down menu. The user clicks Save,

    Image: Processing a payment using Tyro EFT in Halaxy (expand image)

  4. You will be prompted to swipe the patient's card on your Tyro terminal. Once processed, your invoice will automatically be marked as paid.

Processing health fund claims and gap payments through Tyro

To use your Tyro terminal to process health fund claims and gap payments:

  1. Navigate to the invoice.

  2. Click Tyro Claim in the Payments section.

  3. The Process Tyro Claim pop-up appears. In the Tyro Setting drop-down menu, select which Tyro terminal and which merchant account you want to use.

    Tyro_ProcessModal.png
  4. Ensure your provider number is correct in the Provider Number drop-down menu, and add any relevant service reference in the Patient ID drop-down menu.

  5. Click Estimate and swipe the patient's health fund card in your Tyro terminal and wait for the response and the gap payment amount that appears on your Tyro terminal.

  6. Accept the claim in Halaxy, which updates your Halaxy invoice with the Tyro claim amount.

  7. If required, process the gap payment through Tyro or through Halaxy electronic payments processing - alternatively you can take cash for the gap payment and mark the invoice as paid.

Note

To process private health fund claims, your Tyro terminal must be on an ethernet connection and the invoice must be billed to a patient or emergency contact, not an organisation. You do not need to specify an item number.

Refunding gap payments through Tyro

Health fund claims cannot be refunded but you can refund gap payments through Halaxy by clicking the Refund button and entering the refund amount on your Tyro terminal and clicking the Yes button on your Halaxy. The refund is processed to the patient's account that was originally used to process the gap payment (the account cannot be altered).

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