Most major private health insurance providers in the United Kingdom are available as preset funders in Halaxy. This includes the following health funds:
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BUPA
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WPA
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Cigna
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AXA
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Vitality
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The Exeter
These preset funders also includes preset fees for procedures with their Clinical Coding & Schedule Development (CCSD) codes. This means all you need to do is import the fees (procedures) to appointments, add your practitioner identification, and set up patient claim 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.
|
Task |
What it does |
Details |
|---|---|---|
|
|
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 health fund 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 identification once per practice location. |
When all your requirements are in place, your invoices are automatically configured with all relevant information.
This step adds procedures as fees - along with their CCSD codes - to your practice. This step can be done as needed when creating patient appointments.
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On the calendar, click on a timeslot to create a patient appointment.
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For Fees, enter the procedure name or CCSD code, then click the fee to import it. The fee must be under the correct preset funder for the patient's health fund.
Example of similar fees under different funders
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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 enrolment and eligibility for coverage with their private health insurance provider. 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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Member Number
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Expiry Date
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Click Save.
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If required, click Add Referral to enter the patient's referral details.
The claim is added successfully to the patient's profile and automatically displays on any of their invoices that contain fees under their health fund.
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 practitioner identification with the health fund, which will appear on any invoice containing its linked 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 required identification with the health fund.
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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. Every invoice containing this health fund's fees automatically displays your practitioner identification.
If you've completed all these steps, all you need to do is create appointments and set up patient claims. When you have a patient from another health fund, repeat these checklist steps again.
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