1. Halaxy Help Guide | Singapore
  2. Finances
  3. Claims & Billing

Set up billing for MediSave

In Halaxy, MediSave is available as a preset funder for practices located in Singapore.

The preset MediSave funder customises your invoice billing for patients using their MediSave to help pay for their medical bills. All you need to do is set up your fees, add your practitioner identification, and add the patient's MediSave details.

In just a few clicks, the appointment invoice automatically configures all the necessary information for you.

The MediSave billing setup checklist

This checklist outlines what you need to do to set up your practice billing.

For step-by-step guides for each of these checklist items, refer to the subsequent sections in this article.

Task

What it does

Details

  • Set up your fees

  • Adds your MediSave-billed services to your practice group

  • Automatically sets up the correct billing and claim structure in invoices that contain MediSave fees

Where to set up: When creating appointments

You only need to import each fee once.

  • Set up the patient claim

  • Verifies the patient's identification linked to their CPF account

  • Automatically adds the patient's identification to any invoice billed to them that contains MediSave fees

Where to set up: Calendar appointment

You only need to set up each patient's MediSave details once.

  • Add your required identification

Sets up your required IDs to automatically populate in invoices.

Where to set up: Appointment invoice

You only need to add your identification once per practice location.

When all your requirements are in place, your invoices containing MediSave fees are automatically set up with all relevant information.

Set up your MediSave fees

This step adds your MediSave fees and services to your practice. This step can be done as needed when creating patient appointments.

  1. On the calendar, click on a timeslot to create a patient appointment.

  2. For Fees, enter the name of the service you are providing, then click it in the dropdown to add it as a new fee.

    Billing-SG-MediSave-01.png

  3. In the pop-up, configure the fee:

    Billing-SG-MediSave-02.png

    • Funder: Type MediSave, then click Import MediSave in the dropdown.

    • Amount: Enter the total price that you are charging for this service. Whenever you use this fee for other appointments, this is the price used by default, but you can change it in the appointment or invoice.

    • Rebate: For now, set this to the same value as Amount. You can edit this value later on the invoice when CPF Board provides the actual claim amount approved to be withdrawn from the patient's MediSave balance.

    • (Optional) Configure any other details for your fee as needed. (For a complete guide to fee details, see this article.)

  4. Click Add Fee. This service has now been saved to your practice and can be reused in new appointments.

  5. To add multiple fees to this invoice, click Add Another Fee, then repeat Steps 2 to 4.

  6. In the appointment panel, click Save to create the appointment and automatically generate the invoice. (In the newly created appointment, click Invoice to open it.)

You have successfully added your fee - and also created an appointment, clinical note and invoice.

Tip

If you want to set up all your fees and services without needing to create appointments, you can also import them from the Fees List.

Set up the patient claim

This step adds the patient's MediSave identification. This step can be done as needed when creating patient appointments.

  1. From the patient's appointment on the calendar, under the claim section, click the Icon-Edit.svg pencil icon.

    Billing-SG-MediSave-03.png

  2. In the pop-up, enter the patient's NRIC Number or CPF Account Number.

  3. Click Save.

  4. If required, click Add Referral to enter the patient's referral details.

The claim is added successfully to the patient's profile and any of their appointment invoices that contain any fees under the MediSave funder.

Tip

If you want to set up your patient's claim without creating an appointment, you can enter their claim in the Funding tab of their profile.

Add your required identification

This step sets up your practitioner identification, which will appear on any invoice containing MediSave fees.

  1. From the patient's appointment on the calendar, click Invoice.

    Halaxy Invoice

  2. Under the Practitioner Details section, under Identification, click the Icon-Edit.svg pencil icon.

    Billing-SG-CHAS-03.png

  3. In the pop-up, enter your MCR Number.

  4. Click Save.

  5. (Optional) If you haven't entered your practice address yet, next to Practitioner Details, click Edit to set up your practice details.

You have successfully added your identification for this funder. Whenever you create an invoice with MediSave fees, your MCR number is automatically displayed on the invoice.

If you've completed all these steps, all you need to do is create appointments with MediSave fees, and your invoices are automatically set up with the correct information.

When the CPF Board provides you with the correct rebate amount, edit the invoice to reflect the correct value. You can then mark the invoice as paid or, if applicable, also charge the patient for any gap fees.

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