Link fees to referral types

When you link a fee to a referral type, a patient's referral (using that referral type) is automatically added to any appointment they book with the linked fee. By setting up this link, Halaxy updates the appointment limit for you, completely customising and automating the referral process. This is especially useful if your practice receives different types of referrals for patients under the same funder.

Simply add the linked fee to the patient's appointment, and the patient's referral information automatically appears.


Link a fee to a referral type

  1. Click Finances > Fees, then click the Referral Types tab.

  2. In the list, click the referral type you want to link to a fee. (To create your own, click Add Referral Type in the top right.)

  3. Under the Fees section, click Add Fee. (If a fee has already been linked, click Edit Fee.)

  4. In the pop-up, click the Fees field and select the fee you wish to link. You can link multiple fees in this field.

  5. Click Save.

Whenever you create an appointment for a patient using the linked fee/s, Halaxy will add the patient's referral automatically and update the appointment limit.


Is the wrong referral appearing? Make sure the referral you added for the patient in their Funding page is under the referral type you linked to the fee!


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