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These settings are for admins.

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Billing parties

Settings › Billing parties lists the people and organisations that pay for patients, such as insurers and employers. Add one once and reuse it across patients. Select Add billing party to add one. Claim numbers for one patient go on that patient’s funding arrangement, not here. A billing party that has been used can’t be deleted. Archive it instead, and old invoices stay intact.

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Funding sources

Settings › Funding sources lists the programs that pay for care, such as Medicare, WorkCover, DVA or NDIS. Select Add funding source to add one. To claim through HICAPS, choose its HICAPS program. Expand a funding source to add referral types, such as a GP Mental Health Treatment Plan under Medicare, with their default sessions and period. A funding source in use can’t be deleted. Turn it off to hide it from new referrals and invoices.

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Payment methods

Settings › Payment methods lists the ways patients can pay, such as EFTPOS, cash, bank transfer and card.
  • Select Add payment method to add your own. A method that has been used can’t be deleted, so turn it off instead.
  • When Xero is connected, choose a Xero account for each method. A method with no account isn’t recorded in Xero. See Map each payment method to a Xero account.
  • Bank transfer details print on invoice PDFs. Leave them empty to hide the bank section.

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Invoice emails

Settings › Invoice emails holds templates for emailing invoices, receipts and Medicare statements. Select New template, write the subject and message, and choose what to attach by default. Use Insert placeholder to fill in invoice details automatically. The practice signature is added when the email is sent, so don’t type a sign-off.