Knowledge Base


Version 7, 2019


Add a Third Party biller

A third party can be directly invoiced for a Clients appointments for example an employer or health fund. The third party can be assigned to the Client as long as the they have been added into the Third Party Biller table.
In Data Maintenance
Select the Third Party Billers table
This displays a list of the current Third Party Billers
Either click Add New Third Party...
Click on the Edit Details link for the Third Party to be edited
The Third Party Biller window is displayed
Add a Third Party biller


1. Name
Type in either the Name of the Organisation to pay
OR the First Name of the person to pay
This field is required
Some Practices who primarily see children add the parent paying the bills as a Third Party Biller
Type in the Last Name of the person paying
OR the person that Invoice is to be sent to to Attention of
This field is required

Preferred Payment method

2. Preferred Payment method
Enter the Payment Method (optional)
This information will display when adding a payment from this Third party

Contact details

3. Contact details
Enter in the Contact Details for the Third Party
If an address is entered then a Suburb/Postcode MUST be entered

Additional information

4. Additional information
Other Notes can be added if need be

Emails sent

5. Emails sent
This section displays any emails that have been sent to a third party. These can be viewed in the same way as they are for a client.

OK & Cancel

6. OK & Cancel
Click OK to save changes and to close the Third Party Biller window.
Then, Click OK to save changes and to close the Data Maintenance window.
Click Cancel to disregard changes and close the Third Party Biller window
Then, Click Cancel to disregard changes and close the Data Maintenance window