FAQ: Fees

If you are encountering issues with this topic, you may be able to troubleshoot these issues yourself first. If your issue is still not resolved, you can contact Halaxy for assistance.

Answers

How do I change the fee amount on an individual invoice?

Open the invoice, then next to the fee, click the Icon-Edit.svg pencil icon. In the pop-up, change the Amount field. When finished, click Save.

Why can't I find the fee I want to charge?

Halaxy's global database features thousands of fees across hundreds of professions. To prevent practitioners from being overwhelmed with irrelevant fees, you can only import fees that are relevant to your profession.

A user in your practice group of the relevant profession will be able to import the fee. Once the fee is in your Fees List, you can edit it as needed. Practice managers and administrators with an appropriate access level can also import the fee into your Fees List.

Regardless of profession, you can easily create the fee yourself at any time.

How do I charge a gap payment?

Edit the fee, then adjust the Amount field to include the gap payment amount you want to charge.

If you want to do this for an individual invoice, simply open the invoice and edit the fee.

Caution

If you're making adjustments for a gap payment, do not edit the Rebate field. Adjust only the Amount field.

I can't find the Update Fees button. Why can't I import fee rebate updates?

Fee updates are available only for fees imported from Halaxy's preset fee database. If you manually set up your own fee, you will have to edit the pricing updates manually.

If you want to benefit from automatic fee updates, make sure to import preset fees instead of manually adding them.

How do I increase a fee amount without affecting old invoices?

  1. Click Finances > Fees.

  2. In the list, click the fee you want to edit. (Tip: If you have a long list of fees, use the list search bar.)

  3. Under the Pricing section, click the Icon-Edit.svg pencil icon. In the pop-up, change the Amount and/or (if applicable) Rebate.

  4. At the bottom of the pop-up, select which invoices you want to apply the fee change to. Then click Save.

  5. Click Save Fee.

How do I charge for non-attendance and no-shows?

Open the appointment. Cancel the appointment by clicking the X icon. In the pop-up, select Non-Attendance, then click Save. This keeps the invoice and fee so that you can charge for a missed appointment. You can now process the invoice.

Charging for non-attendance can significantly reduce the impact of no-shows on your practice. Non-Attendance appointments are shown on the calendar and in the Appointments tab of the patient profile.

Do I need to set up separate fees for each private health provider and each rebate?

You do not need to add separate fees for each health fund unless you charge different amounts. All fees for private health insurance can be set up under the "Private" funder, which you can use for all health funds and insurers.

You can still alter the fee for a particular patient from within their invoice on a case by case basis if needed.

Do I need to edit my fees for Medicare thresholds?

No, you do not need to edit your fees to account for Medicare thresholds. Medicare will confirm whether or not a patient has reached a threshold once it processes the claim. It will then pay the correct amount in accordance with the threshold regardless of what you have entered in the Rebate section of a fee. This will be denoted by an appropriate explanation code when you click Get Report or View Report on the invoice after submitting the claim.

What does "Item number mismatch" when updating fees mean?

A fee in the Update Fees pop-up, with a message saying there is an item number mismatch.

When you originally imported the fee from Halaxy's database, it had a different item number, but this was later changed by you or someone in your practice group. The message displays the original fee item number (preset fee) as well as the item number you have set (your fee).

If you click Update, you will see a preview of the updated fee details. Choosing to update the fee will import the new fee amount and rebate amount from Halaxy's database, but the fee will retain the item number you have set.

What does "The rebate amount cannot be zero for this fee" mean?

You will see this validation when you try to save a third-party fee with a rebate amount of $0.00. This is because third-party fees are paid by someone other than the patient; the rebate amount is the amount paid by the third party, with the patient paying the remainder.

If you want the patient to pay the full amount, you should set the funder to "Private".

If you want a third-party to pay part or all of the fee, you should add the amount paid by the third party in the Rebate field.

Note

A fee is considered a third-party fee based on the funder. If the funder has its "funder type" set to a third-party type (such as "Third-party body", "Traffic Accident" or "Worker's compensation"), fees created under that funder are third-party fees.

My fee is set to Public but why is it not displaying on my directory profile or online bookings?

Check your appointment types and see if any of them are linked to the fee. If a fee is linked to an appointment type, only the appointment type displays.

To resolve this, open the appointment type and remove/unlink the Online Booking Fee.

How do I disable automatic reminders or clinical notes for specific fees?

In your Fees list, open the fee you want to edit.

  • If you want to disable automatic reminders, for Create reminders, select No.

  • If you want to disable automatic clinical notes, for Create clinical note, select No.

To confirm, click Save Fee.

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