Configuring Health Fund Membership for a Patient

Before you begin

Procedure

  1. Open the patient's record
  2. Select the Patient Details menu item.
  3. Within the Accounts section to the right of this window, double-click the account you want to associate a Health Fund with. If the account does not exist, you must create it first.
  4. The Account Details window appears. See Account Details Window Overview for detailed information about this window.
  5. Via the Health Fund Membership drop-down list, select the Health Fund you want to associate with this account. If the health fund you want to use does not appear here, you can create it now, by selecting New... from the menu.
  6. Configure other settings as desired, from the following options:
    • Indicate if the patient's name appears differently on their Health Fund card, by ticking the associated check box. When enabled, two more fields will appear, for you to record the different name.
    • If you know the name of the Health Fund, enter it in the Health Fund field now. If the fund does not exist, you will be prompted to create a new one. Alternatively, if you know the fund does not exist, click the

      button to create it.
    • Select the Health Fund's Representative from the drop-down list to the right of the Health Fund field. If the representative you want to associate with this patient's membership does not exist, you can add them.
    • Enter details as desired for the Account Name, patient's Membership Number, Ref Number, Expiry Date and Level of Cover.
    • Indicate if this Fund membership is to be the patient's default, via the associated check box.
    • Click

      to conduct an online patient verification for Inpatient Medical Claiming with Eclipse. Note that this button is only available for Medicare Eclipse accounts.
  7. Click OK. to confirm the changes, and close the Account Details window.

Results