How to create/ manage health fund groups

To create or manage a health fund group click on 'Maintain Health Fund Groups' tab on the left side menu (1) under the billing administration section.
To add a group click on the 'Add A Group' button.
To update information on a group click on the group line item and the grid will expand out.



If you click add group the grid will expand out to display the following fields.
1 Enter the name of the group
2 Enter the group code
3 Check the active box
4 Select the health fund from the drop down list
5 Click the 'Save & Add Another' button to add the health fund to the group, repeat steps 4 & 5 for each health fund to be added.
6 Once all health funds have been added click on the 'Save button





To update/edit an existing health fund group click on the group line item and the grid will expand out to display the following fields
You may update the group name
1 Update the group code
2 Select additional health funds from the drop down list to add to the group
3 Click 'Save and Add Another' to add the health fund from the group
4 You may remove a health fund from a group by clicking on the 'Remove' link, you may also update the health fund HCP code
5 Click 'Save' to maintain your edits