On Halaxy, you can create multiple claims for each patient under any given funder, with each claim containing unique or reused claim details as needed.
This gives you flexibility in how you manage patient claims under a funder, allowing you to bill different third-party organisations easily by switching between claims as needed on any given invoice. You can also switch between claims depending on whether the payer is the patient or a third-party organisation.
This article outlines common examples and how to handle manage these with Halaxy.
GIF: Switching between two different claims on an invoice (click image to expand)
To an additional claim, open the patient's profile and click the Funding tab, then click New Claim in the top right.
When you add a new claim under the same funder, the previous claim is automatically archived by default. You can restore an archived claim by clicking the bin icon next to an archived claim and then selecting Restore. This allows you to have both claims active at the same time.
A child patient can have two Medicare claims using the same Medicare details, but with different claimant information (one for each parent). From the Appointment Information panel or invoice, you can then select the correct claim as needed.
For detailed instructions, see this relevant article: Add Medicare claimants
A client may have a claim under a funder (such as the Australian National Disability Insurance Scheme) where they receive funding from different bodies or are sometimes self-funded. By creating multiple claims under the same funder, you can easily switch between the relevant funding bodies and payers on any invoice.
In the example below, the patient is a student athlete where their consultations are paid for by their school. When they switch schools, the paying organisation for their claim changes.
On any given invoice or appointment, you can choose between both claims by clicking the pencil icon next to the claim.
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