Set up patient payment settings

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 payments and rebates.

  • Enable SMS payment authorisation for patients.

Note

Patients can pay using a credit or debit card (Visa, Mastercard, American Express), Paypal or Google Pay.

Add patient card payment details

With the patient's card details in their profile, you can instantly process their invoice payments automatically at a schedule or manually from their invoice.

  1. Go to the patient profile and click the Funding tab.

  2. Under the Card Details section, click Add Card.

    Patient-Payment-01.png
  3. In the pop-up, enter the patient's card payment details.

  4. Click Save.

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.

Tip

You can also add a patient's card details from their invoice and opt to store their card details from there.

Add patient bank account details

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.

  1. Go to the patient profile and click the Funding tab.

  2. Under the Bank Account section, click Add Account.

    Patient-Payment-02.png
  3. In the pop-up, enter the patient's bank details - account name, branch code and account number.

  4. Click Save.

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.

Set preferences for payments and rebates

Payment and Rebate Preferences allow you to automate electronic 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.

  1. Go to the patient profile and click the Funding tab.

  2. Under the Payment and Rebate Processing section, click the Icon-Edit.svg edit icon beside Auto Payment or Rebates.

    Patient-Payment-03.png
  3. Select your preferences. (If you are selecting any of the Automatic options, select the schedule for the processing.)

  4. (Payments only) Tick the checkbox Apply these changes to all future invoices if you want to apply these settings to existing future-dated invoices.

  5. Click Save.

Your preferences are now saved. To delete the patient's setting, click the Icon-Bin.svg delete icon.

Note

By default, you can automatically process payments within your authorised payment limit. If you have patients who want to approve every payment processed using their card, enable SMS payment authorisation for their payments preferences.

Enable SMS payment authorisation for patients

  1. Go to the patient profile and click the Funding tab.

  2. Under the Payment and Rebate Processing section, click the Icon-Edit.svg edit icon under Payments.

  3. Tick the checkbox Always require SMS payment authorisation for this patient.

    Patient-Payment-04.png
  4. Click Save.

Whenever you process a payment for this patient, SMS authorisation is required by default no matter the amount.

Updated

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