How to add a Health Fund
HealthTrack is already configured with a list of Health Funds. If you need to add a Health Fund to your system, please contact HealthTrack Support first.
Adding a Health Fund
- Navigate to Practice Wide > Company Management.
- In the Company Management screen, select
New. - Enter the health fund name to be added - HealthTrack will search the system for an existing entry.
- In the Proceed confirmation window that pops up, select
Yes.
- The health fund record will be created and you can add the required details (i.e. contact, address etc.).
Make sure to tick the "Company is a Health Fund" check-box for HealthTrack to add the new company to the health funds list.
- Populate the details in the 'Health Fund Details' tab that appears upon ticking the "Company is a Health Fund" check-box.
HealthTrack will need to be restarted for any changes to take affect.
Health Fund Details
The Health Fund Details tab is used to set the fee schedule and capture required details for online billing.
- Fee Tables: there are multiple fee table options for health funds (i.e. Known Gap, No Gap, Other). A new fee table is added automatically every time there is a fee update.
- Online Fund Code: code which identifies the health fund when sending online batches.
- Online Registration Status: shows as 'Registered' or 'Not Registered'. Please note that the correct Online Fund Code is required for a 'Registered' status.
- Requires Practice ID: in some instances, health funds require a separate Practice ID to be submitted when billing online.
- Activate for HealthTrack: ticking this enables the Show Online Billing Relationships button, so you can add Doctor relationships for online billing.
- Update All Healthfund Capabilities: this button will check if any changes to the fund name or Online Fund Code have been made.
It is important to periodically select the Update All Healthfund Capabilities button. New funds will appear highlighted green and incorrectly set up funds will be highlighted grey. To confirm the Online Fund Code, it is best to contact the health fund directly.
