Make a Health Fund the default Payer on a patient's record. This is recommended for specialists and practices that do ECLIPSE billing. The Health Fund will show as the payer on billing reports rather than the patient.
To make a Health Fund the payer:
- Locate the patient and open their record.
To learn more, see the Find a patient's record article. - Under Payers, select Add.
The Account Payer Selector will open. - Select Third Party.
- Click Select.
The Find Account Payer screen will open. - In the Name(Brand) field, enter the health fund's name. For example, BUPA.
- Select Find.
The Account Payer Selector screen will open. - Select the payer, then the Select button.
The Account Payer Details screen will open. - Complete the two mandatory fields: Fund Name and Member Number.
Also, add a UPI if there are multiple family members on the card. - Select Close to save.
The Health Fund will be added as the default payer.