How do I add multiple provider numbers for different private health funds?

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You can do this by adding multiple identifications to the "Private" funder on your Identifications page. This can be useful if you have different provider numbers for different private health funds. You can then choose between each of your provider numbers on any invoice with a Private fee.

To add identifications to the "Private" funder:

  1. Click Finances > Fees, then click the Identifications tab.

  2. Click Edit at the top-right of the page.

  3. In the Private row, add the provider number(s) for each practice location.

  4. Enter a Description (for example, the name of the health fund). This will be shown in brackets next to the provider number on invoices. Adding the description here will make it easier for you to select the correct provider number on invoices.

  5. Click Add another identification to add another provider number (e.g. for a different health fund).

  6. Click Save at the top-right of the page.

RESULT: On any invoice with a Private fee, you will be able to choose between the relevant identifications by clicking the Edit (pencil) icon in the Identifications section:

Invoice_IdentificationSelect.gif

Image: Selecting between two different provider numbers for different health funds on an invoice (expand image)

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