In Halaxy, the National Health Service (NHS) is available as a preset funder for practices located in the United Kingdom, including Great Britain (England, Wales, Scotland) and Northern Ireland.
The preset NHS funder also includes preset fees - which include Health Resource Groups (HRGs) names with their codes and unit prices. This means all you need to do is import fees to appointments, add your practitioner identification, and set up patient NHS details.
In just a few clicks, the appointment invoice automatically configures all the necessary information for you.
This checklist outlines what you need to do to set up your practice billing.
For step-by-step guides for each of these checklist items, refer to the subsequent sections in this article.
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Task |
What it does |
Details |
|---|---|---|
|
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Where to set up: When creating appointments You only need to import each fee once. |
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Where to set up: Calendar appointment You only need to set up each patient's NHS claim once. |
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Sets up your required IDs to automatically populate in invoices. |
Where to set up: Appointment invoice You only need to add your General Medical Council (GMC) number once per practice location. |
When all your requirements are in place, your invoices containing NHS fees are automatically set up with all relevant information.
This step adds HRGs - with their codes and unit prices - to your practice. This step can be done as needed when creating patient appointments. By importing from Halaxy's preset fee library, any changes to unit prices are automatically done for you.
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On the calendar, click on a timeslot to create a patient appointment.
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For Fees, enter the HRG name or HRG code of the service, then click the fee to import it. The fee must be under the NHS funder.
Example of selecting the correct funder
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Click Import Fee. This service has now been saved to your practice and can be reused in new appointments.
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To import multiple fees to add to this invoice, repeat Steps 2 to 3. If the service you want to add is unavailable as a preset, you can add and set it up as a new fee.
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In the appointment panel, click Save to create the appointment and automatically generate the invoice. (In the newly created appointment, click Invoice to open it.)
You have successfully imported your fee - and also created an appointment, clinical note and invoice.
Tip
If you want to set up all your fees and services without needing to create appointments, you can also import them from the Fees List.
This step adds the patient's claim identification, which verifies their enrollment and eligibility for coverage with NHS. This step can be done as needed when creating patient appointments.
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From the patient's appointment on the calendar, under the claim section, click the
pencil icon.
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In the pop-up, enter the patient's details for their claim:
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NHS Number: This may be called a different term, depending on your region.
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NHS Number - England and Wales
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Community Health Index Number (CHI Number) - Scotland
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Health and Care Number (H&C Number) - Northern Ireland
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Residency Status
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Passport Number
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Passport Expiry Date
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Click Save.
The claim is added successfully to the patient's profile and any of their appointment invoices that contain the fee added to the appointment.
Tip
If you want to set up your patient's claim without creating an appointment, you can enter their claim in the Funding tab of their profile.
This step sets up your GMC number, which will appear on any invoice containing NHS fees.
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From the patient's appointment on the calendar, click Invoice.
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Under the Practitioner Details section, under Identification, click the
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In the pop-up, enter your GMC Number.
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Click Save.
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(Optional) If you haven't entered your practice address yet, next to Practitioner Details, click Edit to set up your practice details.
You have successfully added your identification for this funder. Whenever you create an invoice with NHS fees, your GMC number is automatically displayed on the invoice.
If you've completed all these steps, all you need to do is create appointments with NHS fees, and your invoices are automatically set up with the correct information.
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