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