Manage a client's cards and health fund

Each client has a Wallet in HaltH that holds their payment cards and funding cards. Cards in the Wallet are ready to use at checkout, so you don't need to ask for them again at each visit.

See a client's Wallet

1. Select Clients in the menu on the left and open the client.

2. On the Profile tab, find Wallet.

Cards are grouped under Payment, Health fund, Medicare and DVA, with the newest card first. Each card shows its last four digits, and funding cards show the client's reference number.

Add a card

1. In Wallet, select Add new card.

2. Choose Payment, Health Fund or Medicare.

3. Enter the card details. The client's name, and date of birth where needed, are filled in from their profile.

You can also add a card during checkout, when HaltH asks for payment or funding details.

Tap to add a health fund card in HaltH Tap

If the client keeps their health fund card in Apple Wallet, you can read it with your phone instead of typing it in.

1. In HaltH Tap, start checkout for the booking.

2. In the health fund step, select Add new card.

3. Select Tap to Add Card and hold the client's phone near yours.

If tapping doesn't work, enter the details by hand. Select How do I find this information? for help reading the member number and reference number from the card.

Family health fund cards

A health fund card can cover several people. Each person on the card is a cardholder with their own reference number, usually a single digit shown next to their name. A card can hold up to 10 cardholders.

When you claim at checkout, HaltH picks the cardholder that matches the client being treated. Check the Cardholder section before you claim:

• Select the right person if someone else is chosen.

• Select Add cardholder if the client isn't listed, then enter their reference number and name.

• Select the pencil icon to edit a cardholder.

Some health funds need the cardholder's full name to process a claim. HaltH tells you when that's the case.

Remove a card

1. In the client's Wallet, select the three-dot menu on the card.

2. Select Remove card.

You can only remove cards your practice added. Cards the client added to their own HaltH Wallet don't have the three-dot menu. If one of those needs to come off, message us in the chat and we'll help.

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