This article describes the types of Services reports available in Bp Premier.
The Services reports provide information about invoices and services. Adjustments and cancellations show in the period in which they occurred and are taken into account in report totals.
In this article:
Set up users to access services reports
To access reports, you must have the Reports permission set to Allow access, and you must have reports set up via Setup > Users > Edit > Set Reports.
- From the Bp Premier home screen, select Management > Reports. The Bp Premier Reports screen will appear.
- Select the report you wish to view from the Available reports list. Depending on the report, the Choose the Report Parameters screen may appear.
- If the Choose the report Parameters screen appears, select your required report parameters from the Date, locations and Providers, Billing, Banking and Configuration tabs, and click View Report.
Service Count - by Account Type (grouped by item and schedule)
This report is similar to the Services - by Account Type reports, but groups by both Item and Schedule.
This report lists all services created within the specified date period and shows only service count rather than service values ($).
Use this report to assist when providers are paid different rates per schedule.
1.png)
Shading
|
Yellow |
Services highlighted yellow were created outside the report range but are part of invoices that have services created within the report date range. These highlighted amounts are not included in the service totals. |
Services - by Account Type (grouped by item and incentive)
This report lists all services created within the specified date period but does not include any payment information.
Service amounts are broken into columns by Account type (i.e. Bill to: Private, Medicare, DVA, etc.).
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
Report is grouped by user then item number however where a consult item was billed with an incentive, the item and incentive will be grouped together.
A count is provided per grouping.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the document.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services highlighted yellow were created outside the report range but are part of invoices that have services created within the report date range. These highlighted amounts are not included in the service totals. |
Services Summary - by Account Type (grouped by item and schedule)
This report lists all services created within the specified date period but does not include any payment information.
Service amounts are broken into columns by Account type (i.e. Bill to: Private, Medicare, DVA, etc.). Report is grouped by user then item number and schedule. On the last page is a summary of activity showing Patient count per provider per location.
This report is similar to Services - by Account Type (grouped by service created) but groups by both Item and Schedule.
Use this report where providers are paid different rates per schedule.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
The report is grouped by user then item number and schedule.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the document.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services created outside the specified date range that appear on invoices that have other services created within the date range will appear. These amounts will be highlighted in yellow and are not included in the service totals. |
Services - by Account Type (grouped by item)
This report lists all services created within the specified date range but does not include any payment information.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
Totals are provided at each group level totalling all services created within the specified date range. All groups can be expanded down to the service level.
Service amounts are broken into columns by Account type which relates to the billed to method (Private, Medicare, DVA, Other, WorkCover). The Private column is used for accounts billed to a patient name (Patient, Head of Family and Other when a patient is selected).
Totals are provided for each item and can be further expanded to show details of each service.
A count of services is provided per Location, Provider and Item number. Percentages are provided per location and provider showing the % of Total Fee allocated to each Account type.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the document. This summary is grouped by provider and location.
Shading
|
Yellow |
Services created outside the specified date range that appear on invoices that have other services created within the date range will appear. These amounts will be highlighted in yellow and are not included in the service totals. |
Services - by Account Type (grouped by Item) using service date
This report is identical to the Services - by Account Type (grouped by Item) report, except that the report uses the service date rather than the service created date. Services that are adjusted or backdated will show in the report range only if the service date recorded by the user is in the report range.
NOTE Because this report uses service date rather than service created date, the data reported will alter if new services are entered with backdated service dates or if a service with a service date in range is adjusted. Best Practice Software recommend that ‘using service date’ style reports not be used to pay your providers.
UsingServiceDate.png)
Shading
|
Yellow |
It is not recommended that this report be used to pay your providers. This report uses Service Date rather than Service Created Date. The data reported will alter if new services are entered with backdated service dates or a service with a service date in range is adjusted. Services are highlighted in yellow where the Service Date differs from the Created Date and the Created Date is outside of the report date range. These services will need to be considered when using a report printed retrospectively. |
Services - by Account Type (grouped by service created and item)
This report lists all services created within the specified date period but does not include any payment information.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
Service amounts are broken into columns by Account type (i.e. Bill to: Private, Medicare, DVA, etc.) and grouped item number then schedule.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the document.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services created outside the specified date range that appear on invoices that have other services created within the date range will appear. These amounts will be highlighted in yellow and are not included in the service totals. |
Services - by Account Type (grouped by service created)
This report lists all services created within the specified date range but does not include any payment information.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Date
- User - groups by User > Date > Location
- User (Location) - User > Location > Date
Service amounts are broken into columns by Account type, which relates to the Billed to method (Private, Medicare, DVA, Other, WorkCover, for example). The Private column is used for accounts billed to a patient name (Patient, Head of Family, and Other when a patient is selected). Percentages are provided per location and provider showing the % of Total Fee allocated to each Account type.
Totals are provided at each group level, totalling all services created within the date range. All groups can be expanded down to the service level.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the report.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services created outside the specified date range that appear on invoices that have other services created within the date range will appear. These amounts will be highlighted in yellow and are not included in the service totals. |
Services - by Account Type (grouped by service date)
This report is identical to the Services - by Account Type (grouped by service created) report, except that the report uses the service date rather than the service created date.
Services that are adjusted or backdated will show in the report range only if the service date recorded by the user is in the report range.
NOTE Because this report uses service date rather than service created date, the data reported will alter if new services are entered with backdated service dates or if a service with a service date in range is adjusted. Best Practice Software recommend that ‘using service date’ style reports not be used to pay your providers.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Date
- User - groups by User > Date > Location
- User (Location) - User > Location > Date
Shading
|
Yellow |
It is not recommended that this report be used to pay your providers. This report uses Service Date rather than Service Created Date. The data reported will alter if new services are entered with backdated service dates or a service with a service date in range is adjusted. Services highlighted yellow were created outside the report date range but are part of invoices that have services created within the report date range. These highlighted service amounts are not included in the service totals. |
Services – Outstanding by Provider (grouped by month)
This report will show all services with service dates within the report date range that have not been paid in full.
.png)
Grouping
The report is grouped by Location, then Provider then Month / Year. Under each month heading, each debtor will be shown with the total GST, Total Fees, Total Paid to Date and Total Owing.
The report can be further expanded to show each outstanding invoice.
Services Export
This report is designed to facilitate exporting Service details into Excel or CSV formats, for further manipulation.
Services Summary - by Account Type (grouped by item and schedule)
This report is similar to Services reports but groups by both Item and Schedule.
This report lists a summary of all Services created within the specified date period but does not include any payment information.
Use this report where providers are paid different rates per schedule.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
Service amounts are broken into columns by Account type (i.e. Bill to: Private, Medicare, DVA, etc.) and grouped item number then schedule.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the report.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services highlighted yellow were created outside the report range but are part of invoices that have services created within the report date range. These highlighted amounts are not included in the service totals. |
Services Summary - by Account Type (grouped by item)
This report is similar to Services reports but groups by Item.
This report lists a summary of all Services created within the specified date period but does not include any payment information.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
Service amounts are broken into columns by Account type (i.e. Bill to: Private, Medicare, DVA, etc.) and grouped by Item number.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the report.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services highlighted yellow were created outside the report range but are part of invoices that have services created within the report date range. These highlighted amounts are not included in the service totals. |
Services Summary - by Account Type (grouped by service created and item)
This report lists a summary of all Services created within the specified date period but does not include any payment information.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Item
- User - groups by User > Item > Location
- User (Location) - User > Location > Item
Service amounts are broken into columns by Account type (i.e. Bill to: Private, Medicare, DVA, etc.) and grouped by Service created date then Item number.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the report.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services highlighted yellow were created outside the report range but are part of invoices that have services created within the report date range. These highlighted amounts are not included in the service totals. |
Services Summary - by Account Type (grouped by service created)
This report lists a summary of all Services created within the specified date period but does not include any payment information.
This summary report provides faster processing when printing large numbers of transactions.
.png)
Grouping
This report can be grouped by:
- Location - groups by Location > User > Month
- User - groups by User > Month > Location
- User (Location) - User > Location > Month
Totals are provided at each group level totalling all services created within the specified date range. You cannot expand the groups to view the detailed information for invoices or services.
Totals are broken into columns by Account type, which relates to the billed to method (Private, Medicare, DVA, Other, WorkCover). The Private column is used for accounts billed to a patient name (Patient, Head of Family and Other when a patient is selected). Percentages are provided per location and user showing the % of Total Fee allocated to each Account type.
End of report summary
A summary of activity showing the count of invoices created within the selected period is available at the end of the document.
This summary is grouped by provider and location.
Shading
|
Yellow |
Services highlighted yellow were created outside the report range but are part of invoices that have services created within the report date range. These highlighted amounts are not included in the service totals. |
Last updated: 22 April 2025
AU 