Set up billing for European Health Insurance (EHIC)

In Halaxy, the European Health Insurance Card (EHIC) is available as a preset funder to generate proper billing for EU residents seeking healthcare in Ireland.

Under this preset EHIC funder, you can create your own fees and pricing. This means all you need to do is add fees to appointments, add your practitioner identification, and set up patient's EHIC details.

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

The EHIC 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 EHIC fees

  • Adds EHIC services and their corresponding rebate pricing to your practice group

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

Where to set up: When creating appointments

You only need to set up each fee once. It can be reused for future appointments and invoices.

  • Set up the patient claim

  • Verifies the patient's eligibility for coverage with EHIC

  • Automatically adds the patient's claim details to any invoice billed to them that contains EHIC fees

Where to set up: Calendar appointment

You only need to set up each patient's EHIC claim 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 EHIC fees are automatically set up with all relevant information.

Set up your EHIC fees

This step adds EHIC fees and services - with their codes and rebates - 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-IE-EHIC-01.png
  3. In the pop-up, configure the fee:

    Billing-IE-EHIC-02.png
    • Funder: Type European Health Insurance Card, then click Import European Health Insurance Card in the dropdown. (Note: You'll only need to import a funder once. If you've already imported a funder, you can just select it in the dropdown.)

    • Amount: Set how much you charge for this service.

    • Rebate: Set the same value you entered for Amount.

    • (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. 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 claim identification, which verifies their eligibility for coverage with EHIC. 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-IE-EHIC-03.png
  2. In the pop-up, enter the patient's details for their claim:

    • Personal Identification Number

    • Country Code

    • Identification number of the institution

    • Identification number of the card

  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 EHIC 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 identification numbers for the EHIC funder. If you have multiple practice locations, you'll need to add your identifications per location.

  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-IE-03.png
  3. In the pop-up, enter your identification

    • Medical Council Registration Number

    • Doctor Number (PCRS)

  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 EHIC fees, your identification is automatically displayed on the invoice.

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

Updated

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