Claims, Referrals and Funding
How to set up a patient's claim and referral information, including expiry, appointment limits and dollar limits, depending on funding body requirements
- Set up patient payment settings
- Set up patient claim details
- Add Medicare details for patients
- Verify patient Medicare or DVA card details (OPV and OVV)
- Guide to referrals
- Guide to referral types
- Add Medicare claimants
- Manage multiple claims and payers under a funder
- Merge duplicate claim details
- Remove a claim
- Link fees to referral types
- Link a clinical note to a referral
- Send a referral acceptance letter
- Track referral appointments in a calendar year
- Mental Health Treatment Plans and additional sessions in Halaxy
- Mental Health Treatment Plans - Tracking Group and Individual Sessions Separately
- FAQ: Claims, Referrals and Funding