A client group is set up to identify the client’s billable source. ‘Private Patient’ (including private Health Insurance holder) pays the full fee (may with health fund claims); whereas client group patients’s bill was paid by its group. For example, Medicare EPC pays for qualified patients 5 therapies a year. A client may belong to multiple client groups. However for an appointment or treatment, only one client group can be selected for it.
To create a new client group, start with the left side navigation menu.
Then give a name and a code (must be unique), and billable insurance company or organisation.
To assign a client group (exists already)
Find a client, select ‘Paying group’ tab
Add an insurance policy with the insurance company matching the client group’s ‘billable to’
Reload client record page, click ‘Change’ button
Select a new client group
If a client is currently set to Non-Private-Patient, the system will show up client group option (which the reception can change to private patient), and an ‘Authorise’ button needs to be clicked to be able to create the appointment
