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, 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 (click image to expand)
Organisation profiles are automatically 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.
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Click Contacts > Organisations.
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In the top right, click Add Organisation.
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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 details as needed.
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(Optional) Under the Invoices section, for Schedule, set a schedule for how you wish to collate invoices for claims with this organisation:
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Import an existing schedule such as Daily, Weekly, Fortnightly, Monthly or 4 Weekly.
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Create your own invoice schedule by adding a new one.
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If you want to group or collate invoices manually, leave this blank.
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Click Save.
Adding a credit card to an organisation profile allows you to automatically process their payments.
To add payment details, follow the steps below.
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