Step 1: Access the Health Homepage
Begin at the HaltH homepage.
Identify the client you want to transact with, in this case, Testing Pete.
Step 2: Select the Client
Click on Testing Pete's profile to access their details.
Step 3: Add Payment Method
Enter Testing Pete's card details.
Save the payment method to the appointment.
Step 4: Add Health Funding
Navigate to add any health funding available for the client.
Use the test fund and input the member number and reference number.
Step 5: Save Funding Details
Save the health funding details to check available funding.
Step 6: Edit Claim Details
Edit Claim Details as required.
Step 7: View Claim Details
Full claim details will show detailed item and claim outcomes.
If the client wishes to proceed, provider will select confirm funding.
Step 8: Send Confirmation Text
Send a confirmation text message to the client for two-factor authentication.
Text message includes full claim outcome, client declaration and client confirmation code.
The client will enter their code to confirm the transaction.
Step 9: Complete the Transaction
Enter the clients 4-digit confirmation code, by entering the code you are finalising the claim.
Selecting Proceed without funding will automatically void the claim.
Step 10: Access Receipt and Invoice
Go to the appointment block marked as paid.
View the light version of the receipt or download the full invoice.