Manage organisations

Your Organisations list lets you keep track of organisations you do business with, such as laboratories, funding bodies or suppliers. This allows you to build a directory of organisations for your practice group. 

Each organisation has a profile, similar to a patient profile, that displays their contact details, card payment details (available in select countries), invoices and fee balance. When you create invoices, fees or appointments for an organisation, Halaxy automatically creates a profile for them.

A sample organisation profile

A sample organisation profile (click image to expand)

Add an organisation

Organisation profiles will automatically be created when you invoice them using third-party billing via a patient claim. However, you can manually manage add organisations anytime.

To manually add an organisation, follow the steps below.

  1. Click Contacts > Organisations.

  2. In the top right, click Add Organisation.

  3. For Name, enter the organisation name. If it is in the Halaxy database, select it from the dropdown to import it. If it is not in the list, click to add it as a new organisation. Complete the organisation ddetails as needed.

  4. (Optional) Under the Invoices section, for Schedule, set a schedule for how often you wish to send invoices for claims with this organisation:

    • Import an existing schedule such as Daily, Weekly, Fortnightly, Monthly or 4 Weekly.

    • Create your own invoice schedule by adding a new one.

    • If you want to send invoices manually, leave this blank.

  5. Click Save.

Add payment details for an organisation

Adding a credit card to an organisation profile allows you to automatically process their payments.

To add payment details, follow the steps below.

  1. Click Contacts > Organisations.

  2. In this list, click the name of the organisation.

  3. Under the Credit Cards section, click Add Card.

  4. In the pop-up, add the organisation's credit card details.

  5. Click Save.

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