For convenience, ensure you have done the following first

Created a Fee List for your Health Fund.

Setup Bluechip to associate Health Funds with an Address Type of 'Health Fund', as shown in the following image. This is done in the same way you configure Company Groups.

 

From the Bluechip main window, either:

Click

Press Ctrl + O

Select File > Open

 

The Open window appears.

 

From the List drop-down list, select Health Funds. From here you can search for and select an existing Health Fund record, and then view/edit the record by clicking Open To create a new record, continue to Step 5.

 

Click New  The New Company window appears. As a Health Fund is considered a subset of 'Companies', the same window for creating new Companies is used.

Items of note on this window
Health Fund Properties	Fee List: The Service Item list that you use for billing to this health fund. See Creating and Deleting Service Item Lists.
Eclipse IMC/IHC Setup	Fund ID: Select the Health Fund you will use for Eclipse Inpatient Medical Claiming or In-Hospital Claiming.
	In-Patient Medical Claiming (IMC) Setup: Select the claim type (Agreement or Scheme) that you wish associated with this health fund. Then, click the Setup Practitioners Claim Type button to specify which practitioners participate in a fund scheme, and which a fund agreement.
	In Hospital Claiming (IHC) Setup: Indicate the IHC Fee List you wish to use for In Hospital Claiming. Tick the Equitable Payment Model (EMP)  check box to indicate that you have one or more practitioners who use an Equitable Payment Model with this health fund. Then, click the  Setup Practitioners EPM button to flag the specific practitioners. The Prosthesis Code is a read-only field. Select a code  by clicking the Change Prosthesis Code button. This calls the Eclipse IHC Setup window, where you can edit the Prosthesis Code. Click within the Prosthesis Code field, and enter the required code.

 

Enter details as appropriate, including selecting 'Health Funds' as the Company Group (selected by default), and the associated Fee List you created at Step 1, for the Health Fund.

Click OK. to confirm. The new record is added to the list of Health Funds and you are presented with the Company Details window.



From here you can also manage the Health Fund's Representatives.

 

If you intend to the use the Health Fund for Inpatient Medical Claiming then:

Select the Fund ID (Insurer Code).

Select the default Claim Type for the Health Fund (either 'Scheme' or 'Agreement').

Click  The Health Fund Practitioner Claiming Types window appears.

 

Indicate whether each practitioner is associated with a fund scheme or fund agreement, by selecting them, and clicking the <  > buttons to move them between Fund sections.

 

Click  to confirm your selections. You will be returned to the Company Details window.

If you intend to use the Health Fund for In-Hospital Claiming then:

Tick the Equitable Payment Model (EPM) check box.

Click  The Health Fund Practitioner Claiming Types window appears.

 

For each practitioner, indicate whether or not they use an Equitable Payment Model with the health fund, by selecting them, and clicking the <  > buttons to move them between Fund sections.

 

Click  to confirm your selections. You will be returned to the Company Details window.

Ensure you save the changes made to this window, by clicking  located at the top-left of the window.