How do I add a parent as a claimant?


You can add a parent/guardian as a claim from any invoice or appointment, or from the patient's Funding page.

To add a claimant's information to the patient's Medicare claiming information:

  1. Navigate to the patient's profile and click the Funding tab.

  2. Expand the patient's Medicare claim and click the Edit (pencil) icon next to the Medicare Card Number.

    The patient edits a Medicare claim, clicks Add Claimant and adds additional details
  3. Click Add Claimant.

  4. Enter the name of the claimant. If the claimant is registered in Halaxy, select their name from the drop-down menu. Otherwise, click the option in the drop-down menu to add them as a new claimant/patient, then add their date of birth.

  5. Add the claimant's Medicare details.

  6. Click Submit.

RESULT: The claimant is now displayed under the patient in the claim section.

To remove the claimant, click the Delete icon next to the claimant's name in the patient's Funding page:


You can verify that a claimant has been added to the invoice by navigating to the invoice and checking the Medicare claim section:

In the Medicare claim section of an invoice, the Claimant is highlighted

For information on how to change the claim used on an invoice, see Adding a Second Medicare Claimant (e.g. alternating parent claimants).

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