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Add a Funder/Insurer

Here is the excerpt from the User Guide on adding new Funders.

 

Configure Funding Sources (Invoice/Claim Co-Payers) 

Go to CONFIGURE SYSTEM SETTINGS>PATIENT >FUNDING SOURCES (CO-PAYERS) to add Funders required eg insurers and health funds.  

Some of the fields in the screen shots below are self-explanatory; for those that require a bit more thought more detail is included on the following pages. 

 

3rd Party Codes – this refers to the Funding Code recorded in Product Information. Be sure to tick Print 3rd Party Codes (3rd Party = Funder).   

Product Information For Funders With Multiple Codes/Prices 

Some Funders have different Funding codes and prices for the same product, perhaps by location or State or Patient type.  These Codes and Prices must be used on the 3rd Party Funder quote/invoice. To set these up, go to INVENTORY>PRODUCT INFORMATION. 

From the MAIN MENU>INVENTORY, select PRODUCT INFORMATION and go to the searchable field name against Price List Codes.  

 

In the resulting window, set the price for each Price List Level. For Workcover, do it on this screen. 

 

Note: If the parameter in Config>System>Company Information is active, a price can be applied to different locations in the window. Save.  

Next, search on the field next to Funding Codes 

 

The window on Funding Codes displays all Funders (excluding HSP) who have the “Funder Codes radio button ticked”. (Left/right codes do not apply in Australia). 

Enter Product Funding code into the Default column  

 

Note, the prices aren’t set in here, just the codes. (The prices will be those set in the Price List Codes. The price column in here is for a different country). 

Save.  

Report - Price List Levels For Products 

These can be reviewed on the Product Report in REPORTS & INQUIRIES>INVENTORY. 

Patient Information Funder Set Up 

A patient can have 3 funders, a Primary Funder, a Secondary Funder and an Insurer or Health Fund. To access this, from the MAIN MENU>PATIENT, to to PATIENT INFORMATION and click on the FUNDING tab on the left. The user Guide provides an overview of this functionality.  See the country specific Config User guides for more information on functionality unique to your country. 

 

Invoicing – Funders - Overview 

See the User HSP Guide for more details. In an invoice, set the Price List Code as required to set the product price for this invoice: 

 

And in the total on the invoice you will transfer the balance to the Funder here: