How to add a Company/3rd Party

Companies and third parties are the external organisations HealthTrack works with, such as employers, health funds, third-party payers and contract companies. They are added and maintained in the Company Management screen.

Add a Company/3rd Party

Go to Practice Wide > Company Management.
In the Company Management screen, select New.

Enter the Company/3rd Party name to be added. HealthTrack will search the system for an existing entry.
In the Proceed confirmation dialog that appears, select Yes.

The Company/3rd Party record is created. Add the required details, such as contact and address.
Select Save.

When a company will not bill, or a health fund is missing

A company does not have a single "type". How a company can be used is decided by the flags set on its record in the company editor. This is worth checking when a company is not behaving the way you expect:

A company will not bill a certain way. Check the billing flags on the company record. The company needs the matching flag set before it can be used as that kind of billing payer.
A health fund is not appearing. The organisation needs to be flagged as a health fund on its record. Until it is, it will not show up where health funds are listed.

Health-fund fee tables, gap cover and claiming setup are part of billing and are covered separately. See the How to add a Health Fund article for health-fund setup.

List all patients linked to a company

From a company record you can build a Patient Worklist of every patient who has that company entered in the Additional Information section of their Demographic screen. This is useful for cohort actions like recalls and campaigns aimed at one company.

To do this, in the Company Management screen, select Show Patient List in the bottom-left.