Skip to main content

Private Billing

Private billing covers self-funded clients who pay out of pocket, as well as clients who pay a gap amount on top of a Medicare rebate. Praxi handles fee setting, invoice generation, payment collection, and receipt issuance.

Setting Private Fees​

  1. Navigate to Billing > Fee Schedule
  2. Click Add Fee or edit an existing entry
  3. Set the service type, duration, and fee amount
  4. Optionally configure different fees per practitioner
  5. Save the fee schedule
You can set default fees at the organisation level and allow individual

practitioners to override them. This is useful for practices with a mix of registrar levels (e.g., provisional psychologists vs clinical psychologists).

Creating Invoices​

Automatic Invoicing​

When auto-invoicing is enabled, Praxi generates an invoice as soon as an appointment is marked as attended. The invoice uses the client's primary funding source and applicable fee schedule.

Manual Invoicing​

  1. Go to Billing > Invoices > New Invoice
  2. Select the client
  3. Add line items (service type, date, amount)
  4. Apply the private funding source
  5. Save as draft or send immediately

Payment Collection​

Praxi supports multiple payment methods:

MethodHow
Card (Stripe)Online payment link or in-person terminal
EFTPOS (Tyro)In-person terminal at reception
SquareIn-person terminal at reception
Bank transferClient pays to your nominated account; record manually
CashRecord manually in Praxi

To record a manual payment, open the invoice and click Record Payment, then select the payment method and enter the amount.

Private Health Fund Claiming​

If your practice has a Tyro HealthPoint terminal or HICAPS terminal, you can submit private health claims directly at the point of sale:

  1. Open the invoice
  2. Click Submit health fund claim
  3. Select the claiming terminal (Tyro HealthPoint or HICAPS)
  4. The system checks for duplicate claims and existing Medicare claims on the same service (double-dipping is blocked automatically)
  5. The client's fund membership is verified
  6. The claim is submitted and assessed in real time (approximately 15 seconds)
  7. If approved, the rebate amount is applied to the invoice and the client pays only the gap

Rebate Estimates​

Before submitting an actual claim, you can request a rebate estimate to show the client their expected out-of-pocket cost:

  1. Click Get Rebate Quote on the invoice
  2. Praxi checks the fund membership and calculates the expected benefit
  3. The estimated rebate and gap amounts are displayed
  4. This does not submit an actual claim -- it is a pre-claim check only

Supported Health Funds​

Praxi supports claiming with all major Australian health funds through Tyro HealthPoint and HICAPS. Contact Praxi Support to confirm whether a specific fund is supported for your terminal type.

tip

Praxi learns rebate amounts from approved claims over time. After a few claims to the same fund, the system can provide instant rebate quotes before you submit.

Receipts and Statements​

  • Receipts are generated automatically when a payment is recorded and can be emailed to the client as a PDF, or downloaded and printed from your browser
  • Statements provide a summary of all invoices and payments over a period -- useful for clients claiming through private health insurance or as a tax deduction
  • Generate a statement from the client record under Billing > Statement

Gap Payments (Medicare + Private Top-Up)​

For clients with a Medicare rebate who pay a gap:

  1. Create the invoice at your full fee
  2. Submit the Medicare claim -- the rebate amount is recorded against the invoice
  3. The remaining balance (gap) is displayed as the amount due from the client
  4. Collect the gap payment via card, EFTPOS, or other method
  5. The invoice shows both the Medicare rebate and client payment
info

Praxi tracks the Medicare rebate and gap amount separately, making reconciliation straightforward. Clients receive a single receipt showing both components.

Overdue Invoices​

  • Praxi automatically flags invoices as overdue once they pass the due date
  • Configure automated reminder emails at Settings > Reminders
  • View outstanding and overdue invoices in the aged receivables section of Billing > Payment Analytics

Who can manage private billing​

Practitioners (and interns, under supervision) create invoices and record payments for their own clients. Practice owners, practice managers, and accountants have practice-wide access to billing, including all invoices and financial reports. Only practice owners and practice managers configure the fee schedule.

Was this page helpful?