As new Health Funds make their Provider rebate schedules available, they need to be added so you can create accurate quotes and also invoice them on behalf of the patient.

These steps should only be performed by a System Administrator as the new Health Fund will be available for everyone.

What you need to do:

  1. Update your HIC Participants list

    You will need to update your list of HIC Participants to get the latest Eclipse functionality and the Participant ID for this fund.

    Steps to 'Get HIC Participants'

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  2. Import the latest Rates.Aus file

    The latest Rates.Aus file will include the schedule of fees for the new Health Fund.

    Utilities > Import > Health Fund Rates

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  3. Link a fee schedule to a Fund name

    This function links the fee schedule in the Rates.Aus file with a fund you can select when you are creating the schedule or invoice

    Setup > Financial > Charges > Health Fund Schedules (System)

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    1. Select New to add the new Fund name

    2. Link a fee schedule with the Fund Name

  4. Add the fund to Contacts 

    This function provides the details of the Schemes and Agreements for the Health Fund and also the maximum amounts for Gap calculations.

    Setup > Contacts >Health Funds

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    1. Select New  and enter the Fund name

    2. Select the 'Health Fund/Insurer' option

    3. Create the 'Policy Names' that the Health Fund uses then specify the fee calculations for each policy.