Every patient profile has a Funding tab, which stores their details for payments, bank account (to receive rebates), claims and referrals, and their individual payment settings. By entering payment information in this central hub, Halaxy can quickly and automatically process payments and rebates for you and your patient.
Setting up a patient's payment information in their profile allows you to:
-
Process their invoice payments electronically with one click within Halaxy - all without handling cash, terminals or cheque payments.
-
Process rebates electronically, enabling rebates to be quickly transferred to you and your patients (if your practice has set up online claiming for funding bodies).
-
Set individual preferences and schedule for automatic processing of the patient's Auto Payments and rebates.
-
Enable SMS payment authorisation for patients.
Note
If the patient is a child, a parent's card is permissible. Alternatively, you can add the parent as the child's emergency contact, then add the card on the parent's profile.
When a patient's bank account details are stored in their patient profile, Medicare can transfer rebates to their account overnight if you have set up online claiming for Medicare, DVA and bulk billing. Only savings and debit/transaction accounts are accepted.
To add a patient's bank account, follow the steps below.
Whenever you successfully process a rebate claim to Medicare on behalf of the patient, the rebate is deposited into this account.
If a claimant is listed (such as a parent), the rebate is paid into the claimant's account and not the patient's.
Auto Payment and Rebate Preferences allow you to automate payment and rebate processing for the patient to save time and ensure they receive their rebate as quickly as possible. The individual patient settings override the practice's default preferences.
-
Go to the patient profile and click the Funding tab.
-
Under the Auto Payment and Rebate Processing section, click the
edit icon beside Auto Payment or Rebates.
-
Select your preferences. (If you are selecting any of the Automatic options, select the schedule for the processing.)
-
(Auto Payments only) Tick the checkbox Apply these changes to all future invoices if you want to apply these settings to existing future-dated invoices.
-
Click Save.
Your preferences are now saved. To delete the patient's setting, click the 
delete icon.
Note
By default, you can automatically process Auto Payments transactions within your authorised payment limit. If you have patients who want to approve every payment processed using their card, you can enable SMS payment authorisation for their Auto Payments preferences.
By default, you can automatically process Auto Payments transactions within your authorised payment limit. If you have patients who want to approve every payment processed using their card, you can enable SMS payment authorisation for their Auto Payments preferences.
To enable SMS payment authorisation, follow the steps below.
Whenever you process a payment for this patient, SMS authorisation is required by default no matter the amount.
Comments
Article is closed for comments.