9 October - Product Update

In addition to general bug fixes, this update focuses on applying additional functionality for the Invoice History window and for implementing derived fees for assistant items. 

 

Invoice History

With the addition of the Actions column in the new Invoice History window, you will now be able to apply payments to invoices individually or in bulk, and open and print individual invoices. You can also now filter on Location, & Invoice Type to assist with finding certain invoices, and search by invoice number, provider, or item number. 


Select Multiple Invoices

Select multiple invoices by ticking the boxes beside the desired invoices. Use the Select All tick box to select all invoices in view at once. You can then combine this with the new Bulk Pay icon to apply payments to all selected invoices, or the Bulk Print button to print all selected invoices. Further information on the Bulk Pay and Bulk Print functionality is covered later in this article.

Select_All_or_Multiple.png

 

Printing an Invoice

To print an invoice from the Invoice History window, you will need to hover over the invoice in question and select the Print option from the Actions menu.
Print_Invoice.png

 

Invoice History: Printing Multiple Invoices

To print multiple invoices from the Invoice History window, tick the boxes beside each invoice you'd like to print, and use the Bulk Print icon. The invoices will then be printed individually. 

Printing.png

 

Opening an Invoice

To open an invoice, you can either click on the Invoice Number in the Invoice column, or you can select the Open option from the Actions menu.

Open_Invoice.png


Adding Payments to Invoices

This feature will only be displayed for private, Workcover, manual Bulk Bill, manual DVA, & Known Gap invoices that have an outstanding balance. 
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For more information on this functionality, please read the Viewing a Patient's Invoice History article. 

Note: Claims will not be automatically transmitted if payments are added through the Invoice History window. If you need to submit a health fund, DVA or Medicare claim, you must first open the invoice and then use the Submit button after making the payment to send the claim electronically. 

 

Bulk Payments

Payments can now be applied to multiple invoices at a time. Use the selection tool noted above to select multiple invoices before clicking on the Bulk Pay icon, and entering in the Payment Type, Amount, Payment Date, and Location before clicking on Save Payments.

Bulk_Pay_window.png

Note: Claims will not be automatically transmitted if payments are added through the Invoice History window. If you need to submit a health fund, DVA or Medicare claim, you must first open the invoice and then use the Submit button after making the payment to send the claim electronically. 

 

Filtering on Location, Invoice Number & Date Range

You may now use the filter buttons at the top of the Invoice History window to view invoices of a particular type (ie private, Medicare), those billed from a certain location, or invoices created or with service dates within a particular date range. This assists with finding particular invoices quickly. 

Invoice_History_Filters.png

Note: The Patient filter above relates to invoices where the patient is the account holder, where Private indicates any private invoice regardless of the account holder (including those where the patient is responsible for the invoice). 

Searching by Invoice Number, Provider, or Item Number

The new search box enables you to enter an invoice number, provider name, or item number to search for matching invoices. You need only enter the invoice number, provider name, or item number, select the item from the drop-down menu, and click the magnifying glass to search for invoices that match your criteria.

Invoice_History_Search.png

 

 

Assistant Billing

The item rebate total for assistant items will now be displayed correctly after applying the Multiple Procedure Rule, and any derived assistant item numbers will be calculated based on other items in the invoice containing the word 'assist' in the description. The assistant item 51306 will continue to be calculated against all MBS items, rather than just those that have an item with the 'assist' description. 

assist_item.png

 

 

Bug Fixes

  • Labour Issues dictionary items can now be removed and won't prefill by default
  • Doctors' Schedules may now repeat without error
  • Health Fund Names will now display correctly within the Eclipse window
  • Invoice History will now show invoices in order of newest invoices first
  • Errored imaging results will now appear in the appropriate Lab Results filter
  • Internal Messaging counter will now disappear correctly
  • Assistant items will now be added to the item list correctly
  • Locations can now be added successfully
  • Tyro Easyclaim can now be successfully transmitted
  • Xero will now sync MBS items correctly 

 

Further Reading

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