Adding additional provider numbers

Adding additional provider numbers for manual health fund claims 

To automatically add your health fund numbers to your clients' receipts, follow these steps. 

1. Go to My Settings > My Details 
   
2. Expand the tab 'Association & provider numbers' 
3. Add as many health funds and numbers as needed, and specify the location if you have multiple locations. 
4. If you are using our intake forms, make sure you enable the 'Collect health fund details' field. This will allow your clients to enter their health fund name to fully automate the process. 
5. If you're not using our intake forms, you'll need to manually add the name of the insurer to your client's card. You'll find the Health Fund section under the Payments tab. 

Once the client's file has been populated with the name of the health fund (either via the intake form or manually added via the client card), at the time of invoicing, you will see this information appear below the client's name. If it does not show, it means you've missed a field — either you have not added the health fund name in your client's file, or your client has selected a health fund that you have not added in your My Details page. 

*Important tip about ARHG 

ARHG have many funds under their umbrella; however, clients often don't know this. If you enter your ARHG number in the My Details page, but your client selects one of the fund names under the ARHG umbrella on their intake form, there will be a mismatch with the data, and our system will not be able to auto-populate the correct provider number onto your receipts. There are 2 ways to manage this:

1. In the 'My Details page', add your ARHG number individually for each fund under the ARHG umbrella OR
   
2. Add ARHG as a single provider number in the My Details page, and then change your client's health fund name in their client card to ARHG.