1. Halaxy Help Guide | South Africa
  2. Finances
  3. Claims & Billing

Set up billing for public health

For practices in South Africa, you can configure your billing for the public health system with the preset Private funder on Halaxy.

The preset Private funder includes preset fees - which include the fee names, tariff codes and pricing of services under the Uniform Patient Fee Schedule (UPFS). All you need to do is import fees to appointments and your invoices are automatically generated for you to process.

Import UPFS fees

This step adds UPFS fees and services - with their codes and rebates - to your practice. This step can be done as needed when creating patient appointments.

  1. On the calendar, click on a timeslot to create a patient appointment.

  2. For Fees, enter the fee name or tariff code of the service, then click the fee to import it. The fee must be under the Private funder.

    Billing-ZA-05.png

    Example of selecting the correct funder

  3. Click Import Fee. This service has now been saved to your practice and can be reused in new appointments.

  4. 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.

  5. 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.

Process the invoice payment

If the patient is eligible, you can first edit your invoice to deduct subsidised amounts then mark the invoice as paid.

  1. From the patient's appointment on the calendar, click Invoice.

    Halaxy Invoice

  2. (Optional) If you want to add your HPCSA registration to the invoice, next to Provider number, click the Icon-Edit.svg pencil icon

    Billing-ZA-06.png

  3. (Optional) If the patient is eligible for subsidy, add a discount to the invoice to deduct the subsidised amount.

    Billing-ZA-07.png

    • Under the Payments section, click Mark as Paid.

    • In the Method dropdown, select Add a discount.

    • Select the Discount Type:

      • Fixed value: Enter the fixed amount to deduct from the invoice.

      • Percentage: Enter the percentage of the invoice amount to deduct from the invoice.

    • Click Save.

  4. When the patient pays the remaining amount, you can now mark the invoice as paid.

    Billing-ZA-08.png

    • Under the Payments section, click Mark as Paid.

    • In the Method dropdown, select the payment method used.

    • Click Save.

The invoice is now marked Paid in Full. You can send the receipt to the patient.

Billing-ZA-09.png

Tip

Do you want to label a paid invoice as a receipt? You can change your default invoice terminology.

Note

Partial payments also can be done for offline payments. See related article: Change invoice payment status

Updated

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