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  1. Halaxy Help Guide
  2. Patients
  3. Claims and Referrals

Claims and Referrals

How to set up a patient's claim and referral information, including expiry, appointment limits and dollar limits, depending on funding body requirements

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  • Patient Claim Details
  • Adding Patient Medicare Details
  • Verify patient Medicare or DVA card details (OPV and OVV)
  • Referrals
  • Referral Types
  • Linking Fees to Referral Types
  • Linking a clinical note template to an individual referral
  • Attaching files to referrals
  • Managing Multiple Claims and Payers under a Funder
  • Adding a Second Medicare Claimant (e.g. alternating parent claimants)
  • Mental Health Treatment Plans and additional sessions in Halaxy
  • Mental Health Treatment Plans - Tracking Group and Individual Sessions Separately
  • How do I add a parent as a claimant?
  • How do I remove a claimant from an invoice/patient/appointment?
  • Why aren't patient referral details appearing automatically?
  • How do I receive a referral online?
  • How do I send a letter to a referrer?
  • Tracking appointments in a calendar year
  • How do I track a referral by hours instead of appointments?
  • Can I set an appointment limit on referrals?
  • Why is my appointment not showing the referral?
  • Why is the referral invalid?
  • How do I update DVA referrals for the new treatment cycle from 1 October 2019?
  • A patient has two referrals. Which one will be used?
  • Can I search for who has referred patients to me?
  • How do I change or correct the referral limit count?

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