Your Organizations list lets you keep track of organizations you do business with, such as laboratories, funding bodies or suppliers. This allows you to build a directory of organizations for your practice group.
Each organization has a profile, similar to a patient profile, that displays their contact details, invoices and fee balance. When you create invoices, fees or appointments for an organization, Halaxy automatically creates a profile for them.
A sample organization profile (click image to expand)
Organization profiles are automatically created when you invoice them using third-party billing via a patient claim. However, you can manually manage add organizations anytime.
To manually add an organization, follow the steps below.
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Click Contacts > Organizations.
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In the top right, click Add Organization.
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For Name, enter the organization name. If it is in the Halaxy database, select it from the dropdown to import it. If it is not in the list, click to add it as a new organization. Complete the organization details as needed.
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(Optional) Under the Invoices section, for Schedule, set a schedule for how you wish to collate invoices for claims with this organization:
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Import an existing schedule such as Daily, Weekly, Fortnightly, Monthly or 4 Weekly.
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Create your own invoice schedule by adding a new one.
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If you want to group or collate invoices manually, leave this blank.
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Click Save.
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