Send one link. Halaxy handles the claim.
Services Australia requires practitioners to obtain assignment of benefit approval from patients for bulk billed services. In Halaxy, you send the unpaid bulk bill invoice to your patient by SMS or email with a payment link, and your patient confirms the assignment with a click of a button.
The process is the same whether you request assignment before (pre-assignment) or after (post-assignment) the appointment. It works for unpaid bulk bill invoices only: the invoice must be unprocessed and contain a Medicare fee where the Rebate is the same value as the Amount.
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Assignment offered automatically. Your patient sees their invoice with the Assign Benefit option whenever the funder is Medicare, the amount equals the rebate and the invoice is unpaid.
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One link, two ways to send. Choose SMS or email, before or after the appointment: your patient gets the same link either way.
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Requests sent for you. Requests go out automatically before the appointment, with no chasing on your part. You can also require an approved assignment before you bill.
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Instant confirmation. You hear the moment your patient confirms, with a notification in Halaxy.
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Claim-ready paperwork. The confirmation joins your claim when you process the bulk bill rebate, and your patient's signed copy is kept on the invoice as a PDF file.
Send the invoice with a payment link at any time, depending on when you want your patient to complete the assignment.
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Open the invoice.
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In the top right of the invoice, click the
paper plane icon.
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In the pop-up:
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Click the Email or SMS tab to choose how to send the payment link.
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In the Message editor, enter your message to your patient and insert the [Payment Link] dynamic term. (Recommended: add instructions for your patients on what they need to do.)
Example of adding a payment link to an invoice email
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Click Send. (For email, to send later, click the dropdown next to Send and select Schedule Send.)
You have sent your patient a link to their invoice, where they can assign the bulk bill benefit to you.
Tip
Save time with a communication template for requesting assignment of benefit. Select the template in the Send Invoice pop-up instead of typing the message every time.
When your patient opens the payment link, they go straight to their invoice. To assign the benefit, they:
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In the invoice, click Assign Benefit.
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In the pop-up, confirm the assignor and select the patient name for signing. (If a parent or guardian is signing on behalf of the patient, they select Other and enter their name.)
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Click Save.
After your patient confirms, you receive a notification in Halaxy. When you process the bulk bill rebate, Halaxy adds the assignment confirmation to your claim automatically. Your patient's signed confirmation is also attached to your invoice as a PDF file.
Set Halaxy to send the request for you, so every unpaid bulk bill invoice gets one.
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Click Settings > Payments.
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Under Rebate Processing, next to the Group level, click
pencil icon. (To create settings for a specific practice location or individual practitioner, click Add New.)
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In the pop-up, under Assignment of Benefit Request, set the following:
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Require an approved Assignment of Benefit: Tick to only process bulk bill claims that have an approved assignment.
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Automatically send the Assignment of Benefit request before the appointment: Tick to automatically send a request for approval of the assignment of benefit.
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Email and/or SMS: Tick your preferred method for requesting the assignment of benefit.
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Send Email/SMS: Enter how many hours or days before or after the appointment to send the request.
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Communication template (Email/SMS): Select the communication template to send to your patient. Make sure the template includes the [Payment Link] dynamic term.
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Click Save.
Halaxy now sends an email or SMS requesting assignment of benefit to patients with an unassigned bulk bill invoice, according to your settings.
Assignment of benefit connects to how Halaxy bills Medicare, so your patient's confirmation travels with the claim.
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Send the claim after assignment is confirmed. Process bulk bill and DVA claims, and Halaxy adds the assignment to your claim.
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Let Halaxy process rebates for you. Set up automatic rebate processing so rebates are processed in the background.
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See the whole claims process. The Guide to the Medicare, bulk bill and DVA claims process shows each step from invoice to payment.
Updated