Create a Client Invoice with DVA Claim

Before you start

The following information needs to be in Bp Allied for the client/claim before a DVA Claim can be made:

  • Client first and last names
  • Client's date of birth
  • Client’s Veterans Affairs number - this can be validated in the Client record
  • An appointment for a location that has a relevant Location Type and provider number for the practitioner supplying the service
  • Relevant VAA Item Code attached to the appointment
  • Amount charged for the service MUST equal the funding amount.

See here for information on White Card holders.

Click here to set up Bp Allied for Medicare Online Claiming. Additional set-up for DVA Claiming can be found here.

NOTE  A Patient Claim, Bulk Bill or DVA Claim can ONLY be processed against a Client Invoice. They can not be processed against a Third Party Invoice.

Create an Invoice with a DVA Claim

  1. From the Appointment Book, right click on the client appointment to be invoiced.
  2. Select Create Invoice.

  3. Select Client as the Invoice Type to generate an invoice to bill a client directly.

    4. See more information regarding 3rd Party Invoices here.

  4. Click OK.
  5. If there is a Draft Invoice found for the current client then the following dialogue will display:

  6. Click No.

    7. NOTE  If KM is to be added to an Invoice only one service can be processed. See information on set-up here or how to add to an invoice here.

  7. The Payment Processing dialogue box will appear.

  8. Click Yes or No accept payment.

    9. If not accepting payment now,See Create a Payment for an Invoice for more information. how to add a payment at a later date.

    Multiple items can be added to the DVA invoice to allow for the charging of consumables and other non-appointment related expenses. These can be added via the Add New Item button. See Edit an Invoice for more information.

    IMPORTANT  A gap payment cannot be charged for services provided when claiming. DVA cannot be selected as a Payment type if a payment is already allocated to an invoice.

    If there is no appointment date related to these items, the appointment date from the appointment item on the Invoice will be sent.

  9. If Yes is selected, the Payment Details screen will display.

  10. Select DVA Allied Health Claim option from the drop-down.
  11. Click Ok.
  12. The Claim Details dialogue box will display.

  13. Check the claim details.

    14. In most instances the default settings will be correct. Speech pathology claims will require a duration to be submitted with the claim.

  14. Type CONFIRM.
  15. Click Lodge Claim.
  16. The Medicare Online result will display. This can also be viewed from the Medicare Claim History Report.

  17. Click Ok.
  18. The Print Voucher option will display.

  19. Click Print to print the voucher.
  20. Click Preview to display the voucher.

  21. Click Save to save to the client's record or select Print.

    22. NOTE  If the PDF Viewer is minimised Bp Allied will appear as frozen.

  22. The Invoicing screen will display including the Claim Status.

  23. An Invoice can be printed, previewed via the Print button options or emailed from here. The Reprint Voucher button will only display for an Invoice that has had a Bulk Bill or DVA claim lodged.

Last Modified: 13 June 2024