In Halaxy, Alberta Health Care Insurance Plan (AHCIP) is available as a preset funder for practices located in Alberta. All you need to do is set up your fees, add your identification and set up patient claims under the AHCIP funder.
In just a few clicks, the appointment invoice automatically configures all the necessary information for you.
By setting up your billing, your invoices keep record of all your patient appointments and serve as a guide for when you submit claims.
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.
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Task |
What it does |
Details |
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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. |
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Where to set up: Calendar appointment You only need to set up each patient's AHCIP claim once. |
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Sets up your required IDs to automatically populate in invoices. |
Where to set up: Appointment invoice You only need to add your AHCIP identifications once. |
When all your requirements are in place, your invoices containing AHCIP fees are automatically set up with all relevant information.
This step adds AHCIP fees and services - with their fee codes and rebates - to your practice. This step can be done as needed when creating patient appointments.
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On the calendar, click on a timeslot to create a patient appointment.
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For Fees, enter the name of the service you are providing, then click it in the dropdown to add it as a new fee.
Example of adding a new fee
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(Optional) In the pop-up, configure any settings for this fee standardized in your practice. Examples:
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Funder: Enter the funder name Alberta Health Care Insurance Plan and click its name in the dropdown to import it.
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Duration: Enter how many minutes is allotted for this service. With the appointment as the service start time, the appointment duration calculates the service end time.
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Fee Type: Select how to calculate pricing amount for this service.
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Appointment: A single flat rate for treatment or service.
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Item: A service you want to calculate based on quantity. (Example: if you charge $100 per 30-minute appointment block, you will charge $200 for a 45-minute appointment)
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Pro rata: A service you want to calculate based on the appointment duration. (Example: if you charge $100 for 30-minute appointment blocks, you will charge $150 for a 45-minute appointment.)
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Amount: If you are charging higher than the rebate for this service, set the Amount to the rebate plus the out-of-pocket fee the patient must pay. Do NOT edit the Rebate value.
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Color / Text Color: Select the colors for the appointment background and text whenever this fee is booked on the calendar.
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Click Add Fee. This service has now been saved to your practice and can be reused in new appointments.
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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.
This step adds the patient's claim identification, which verifies their enrollment and eligibility for coverage with AHCIP. This step can be done as needed when creating patient appointments.
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From the patient's appointment on the calendar, under the claim section, click the
pencil icon.
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In the pop-up, enter the patient's details for their claim:
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Personal Health Number
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Expiry Date (if required)
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Click Save.
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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 AHCIP 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.
This step sets up your identification numbers for the AHCIP funder. If you have multiple practice locations, you'll need to add your identifications per location.
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From the patient's appointment on the calendar, click Invoice.
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Under the Practitioner Details section, under Identification, click the
pencil icon.
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In the pop-up, enter your identifications:
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Practitioner ID
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Business Arrangement ID
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Facility ID
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Click Save.
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(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 identifications for this funder. Whenever you create an invoice with fees under the AHCIP funder, these identification numbers are automatically displayed on the invoice.
If you've completed all these steps, all you need to do is create appointments with the AHCIP fees then set up claims for new patients, and then your invoices are automatically set up.
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