Manage pricing for fees

For basic pricing, you can set prices for your fees, select how tax is applied and enter rebate amounts.

Halaxy also provides a pricing block feature for variable pricing, allowing you to charge different amounts for the same fee. Pricing blocks can be used for a variety of reasons, such as:

  • Practitioners or locations in your practice group charge different rates for the same fee

  • To implement a price increase without affecting past invoices

  • To archive a fee for specific practitioners or locations.

Tip

Fee prices can be edited anytime in the Fees List or in individual invoices. If you are using any Halaxy preset fees, any price changes can be imported when available. Related article: Edit and automatically update fees

Set pricing for a fee

When you add a fee, you can set its pricing under the Pricing section. See below for a guide in setting the price for fees.

Fee-Pricing-01.png
  • Amount: The base price of the fee.

  • Tax Rule: Select one of the options. (Note: Your tax rate is automatically set according the base country in your group settings.)

    • No tax: Tax is not paid on this fee. (Amount and Total are the same.)

    • Tax Included: The base price of the fee already includes tax. (Amount and Total are the same.)

    • Tax Additional: Tax is added on top of the base price of the fee. (Total will be higher than Amount.)

    • Manual: Enter the tax rate you want to apply. (Manual tax is applied as Tax Additional.)

  • Rebate: The rebate paid by the fee's funding body. For third-party billing, this is the amount paid by the third party.

  • Status: Select Current to make the fee available for selection in appointments. Select Archive to remove it from selection.

  • Fee Visibility: Select if you want to show or hide this fee in your online bookings page.

When you are finished, click Save Fee.

Tip

Charging a gap payment? Simply edit the Amount value, so that Amount is equal to the Rebate plus the gap amount. (Don't edit the Rebate value!)

Note

When you process a Medicare, bulk bill or DVA claim, Medicare will pay the scheduled amount no matter what you set in the rebate field.

Set variable pricing for a fee

You can add pricing blocks to create variable pricing settings for a single fee.

Select the tabs to learn how to use pricing blocks for different situations.

  • Charge different rates for the same fee

    To set a different fee price for a location or practitioner, follow the steps below.

    1. Open the existing fee.

    2. Under the Pricing section, click Add New Pricing Block.

      Fee-Pricing-02.png
    3. In the pop-up, configure the following:

      Fee-Pricing-03.png
      • Level: Select one of the options.

        • Clinic: This pricing block applies only to the selected location/s.

        • Individual: This pricing block applies only to the selected practitioner/s. (You can specify this further for the practitioner at all locations, or to just a specific location.)

      • Date from: If applicable, enter the date this pricing block is implemented.

      • Amount / Tax Rule / Rebate: Enter the values for the pricing of this fee.

      • Select what you want to update: Select the invoices you want to apply this pricing block to. The number of invoices affected by the change is displayed next to each option.

    4. Click Save.

    Fee-Pricing-04.png

    You have created a variable price for this fee, applying only to the selected location/s or practitioner/s. To create another, simply repeat this procedure.

    Tip

    Do you want a certain fee to be visible only for specific practitioners or locations? Follow this same procedure and turn off the fee visibility for wherever the fee should be hidden.

  • Implement a price change at a specific date

    This is recommended to keep records of price changes in your practice, instead of simply editing the main price.

    1. Open the existing fee.

    2. For the pricing block you want to change, click the Icon-Calendar-Check.svg calendar icon next to it.

      Fee-Pricing-05.png
    3. In the pop-up, configure the following:

      Fee-Pricing-06.png
      • Date from: Enter the date to implement this pricing block.

      • Amount / Tax Rule / Rebate: Enter the values for the pricing of this fee.

      • Select what you want to update: Select the invoices you want to apply this pricing block to. The number of invoices affected by the change is displayed next to each option.

    4. Configure the rest of the fee price as needed.

    5. Click Save.

    Fee-Pricing-07.png

    You have created a new pricing block for this fee, implementing on the date specified.

  • Archive a fee for a specific location or practitioner

    1. Open the existing fee.

    2. Under the Pricing section, click Add New Pricing Block.

      Fee-Pricing-02.png
    3. In the pop-up, configure the following:

      Fee-Pricing-08.png
      • Level: Select one of the options.

        • Clinic: This pricing block applies only to the selected location/s.

        • Individual: This pricing block applies only to the selected practitioner/s. (You can specify this further for the practitioner at all locations, or to just a specific location.)

      • Status: Select Archived.

      • Select what you want to update: Select Do not update any invoices to ensure that existing invoices are unaffected.

    4. Click Save.

    Fee-Pricing-09.png

    This fee has been archived for the selected location/s or practitioner/s.

Updated

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