Every patient profile has a Funding tab, which stores their details for payments, bank account, claims and referrals, and their individual payment settings. By entering payment information in this central hub, Halaxy can quickly and automatically process payments 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.
-
Set individual preferences and schedule for automatic processing of the patient's payments.
-
Enable SMS payment authorisation for patients.
Note
Patients can pay using a credit or debit card (Visa, Mastercard, American Express), or Google Pay.
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.
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.
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.
You can set preferences for payment processing for individual patients. The individual patient settings override the practice's default preferences.
-
Go to the patient profile and click the Funding tab.
-
Under the Payment and Rebate Processing section, click the
pencil icon beside Payments.
-
Select your preferences. (If you are selecting any of the Automatic options, select the schedule for the processing.)
-
For payments, 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 bin icon.
Note
Rebates processing from Halaxy invoices is currently available in Australia. If you would like this feature in your country, please email our support team to send your expression of interest.
Tip
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.
-
Go to the patient profile and click the Funding tab.
-
Under the Payment and Rebate Processing section, next to Payments, click the
-
Tick the checkbox Always require SMS payment authorisation for this patient.
-
Click Save.
Whenever you process a payment for this patient, SMS authorisation is required by default no matter the amount.
Updated