---
title: "Step 4: Set up health funding"
description: "Turn on private health claiming for your practice, register your providers and check your item codes. About 5 minutes."
url: https://support.halth.com/en/articles/13711525-step-4-set-up-health-funding
collection: "Getting started for businesses"
updated: 2026-11-03
language: en
---

# Step 4: Set up health funding

Turn on private health claiming for your practice, register your providers and check your item codes. About 5 minutes.

![Setup checklist: step 4 of 4, Set up health funding](https://staticfiles.gleap.io/p6a03af9ff303809abd92c9bb/xFVNGdilecqs84hCSwbXpNQK7rteIk79xeelYFaGt12cg2teG0SaRpovP4AZlsPiJxAXGQo1S1X.png)

This is the last step on your setup checklist. It lets your practice see a client's private health rebate at checkout and claim it on the spot, so the client only pays the gap.

## Is it locked?

If **Set up health funding** shows a lock and "Finish the steps above to unlock", you need to finish two steps first:

-   [Step 2: Set up payments](https://support.halth.com/en/articles/13711522-setting-up-payments.md)
    
-   [Step 3: Connect your practice software](https://support.halth.com/en/articles/13711523-connect-your-practice-software-pms.md)
    

Funding needs your PMS because claims are matched to your providers, locations and item codes from it.

## 1\. Start from your checklist

On **Home**, select **Set up health funding**.

![Set up health funding on the Home checklist](https://staticfiles.gleap.io/ghelparticle/15O8CtAB77VgBbWFDfJtiomCrVztxPukgYfw73Bx9v90CBVR0YMsjVAmJwiR2mkZOlQH4xSQwBX.png)

## 2\. Choose Private Health & Medicare

On **Set up Private Health & Medicare with HaltH**, select **Set up funding**. The other cards are optional:

-   **DVA Billing** registers you for DVA claims alongside Medicare (see What's next, below).
    
-   **NDIS Billing** lets you add your NDIS provider number so it prints on receipts. NDIS claiming isn't available yet.
    
-   **Workers Compensation** is coming soon.
    

![Set up Private Health & Medicare with HaltH screen](https://staticfiles.gleap.io/ghelparticle/jQ9yPZQbZ1VBFw8JIkjLoIEPY3m14mUby0E5VCAs0DJsSAWKRFIxWcowaNTTEfVngWcjDaJrT9V.png)

## 3\. Accept the terms

Scroll to the bottom, tick **I agree to the HaltH Platform Agreement and the HealthClaims Provider Terms and Conditions**, and select **Continue**.

![Terms screen](https://staticfiles.gleap.io/ghelparticle/acZtaSC6EVNW2WLPjVEMOLUfkCcogG7aKlgKRNC8n3ECzZrQJP5YM8PSzloVUcvkbPmj4NmPz8R.png)

## 4\. Confirm your bank account

Enter (or check) the **BSB** and **Account number** your practice is paid into, then select **Continue**.

![Bank account screen](https://staticfiles.gleap.io/ghelparticle/Agh2DVZTEsdfBIhQojd7JXe9vPyWh2cDpWUVy6ai01w9Mz645moVhSE8rrj3WrnI3SXyTflNchd.png)

## 5\. Register your providers

Every provider who claims needs their own registration: their provider number for each location, and their registration letter. On **Each provider needs registration** you can:

-   Select **Invite all providers** to send each one a secure link to complete it themselves (recommended), or
    
-   Fill in a provider's details yourself. See [Connecting your registration letter for claiming](https://support.halth.com/en/articles/13711527-connecting-your-registration-letter-for-claiming.md).
    

![Each provider needs registration screen](https://staticfiles.gleap.io/ghelparticle/9cyhsoFh09tgGTeWZd183xoauyIOShvRS4eABJZ2v1MOEQptdG3z3CUnYay5enneVtXlZVKJAud.png)

HaltH's team reviews each registration and turns on claiming for that provider and location. You'll see the provider as **Pending** until it's approved.

## 6\. Review your item codes

Check that each of your services has the right item code. Funds use these codes to work out the rebate, so a wrong code means a wrong or zero benefit. Codes come from your PMS, so to change one, update it there and it will sync across. Select **Continue**.

![Review your item codes screen](https://staticfiles.gleap.io/ghelparticle/kw3iM6yJKoc0SpNsfN7180Xjm1fWjKAKwGMqUIqdkDIVCA8YhICrJg7rycXo4Gn6kOSnjq0DNB0.png)

## 7\. Funding setup complete

You'll see **Funding setup complete!** Health fund lookups and claiming are ready for your team as soon as each provider's registration is approved.

![Funding setup complete screen](https://staticfiles.gleap.io/ghelparticle/Rqfv8wkgVz68oQiP4vdllhfViCz6yNHTR7IF5DMqmjPF5eNRJGDpPCiy8MKuqFKOqQ46zHdIRdK.png)

## What's next

**Medicare and DVA.** Medicare is registered separately, per location, with Services Australia. One form (HW027) covers both Medicare and DVA, and Services Australia processes it within 5 business days.

[

Medicare onboarding with HaltH

Set up Medicare so your providers can submit Medicare claims and check patient funding in real time, all from HaltH.

](https://support.halth.com/en/articles/13711501-medicare-onboarding-with-halth.md)

**Your first private health claim.** Once a provider is approved, here's what claiming at checkout looks like:

![Animation: add the client's health fund card, check the benefit, select Confirm funding with client, enter the client's 4-digit code, claim approved](https://staticfiles.gleap.io/p6a03af9ff303809abd92c9bb/nEnvkwAINmv5BgyVLF5BTCkfo4x4IVQXwnraJFQ5UtR24xxi72mhNJqARrKHWhSji568K0tKPxw.gif)

[

Walkthrough to processing your first transaction and others for the future

This guide walks you through processing your first and all futures bookings in HaltH, from opening the booking to confirming funding with your client and downloading the invoice.

](https://support.halth.com/en/articles/11033036-walkthrough-to-processing-your-first-transaction-and-others-for-the-future.md)