Health funds

Health funds power provider numbers on staff and claim details on rebatable invoices. Manage the catalog under Settings → My Lists → Health funds.

Maintain the catalog

1. Open Settings → My Lists and select the Health funds tab.
2. Review Catalog (platform defaults) versus Custom funds your workspace added.
3. Choose New health fund… for a custom fund, or edit an existing row. Archive funds you no longer use.
4. Use Restore default health funds when you want the starter catalog back (custom funds may be archived by that restore).

Use funds on staff and invoices

1. Open a staff member, switch to the Locations tab, and choose Edit on Health fund credentials - each site keeps its own association, membership number, and provider numbers.
2. On invoices for rebatable services, fill Health fund claim details so billing and reports stay aligned.
3. Keep popular funds unarchived so front desk pickers stay short.

Pair with staff roles when only admins should edit credentials.