BeInTheKnow: Billing Basics

In Orchid, invoices and receipts for privately billed accounts can be emailed as PDF attachments directly to patients and contacts through the patient billing history and account holder history screens.

See Send emails from patient billing and account holder histories for more information.

You can choose whether the PIN check box is selected by default via Setup > Preferences > General.

See Setting User Preferences for more information.

Granting user permissions for a new report is a two-step process. The first step involves granting permission to run the report. The second step is determining which providers and practice locations will be included in the data shown in the report. For instance, a provider might be given access to run a report that only displays data for themselves at their primary practice location. In contrast, a senior practice staff member might be granted access to view data for all providers across multiple locations.

To accomplish this, navigate to Setup, select Users, and then choose Edit. From there, select Set Reports and choose the reports the user is authorised to run.

See Set up users to run reports for more information.

If your Practice uses the Tyro integration to send Bulk Billed claims to Services Australia, the EasyClaim button will appear on the Account details page.

See Online Claiming: Medicare EasyClaim and Tyro for more information.

Refer to Online Claiming: Patient claiming for information on how to configure Patient Claiming.

To determine if a patient has a concession card, access the Patient's demographic information and click the Concession button. Before the concession card can be validated, the Patient must have their Medicare card number entered.

This process confirms whether the Patient has a concession card but will not return the Patient's concession card number. Ensure you obtain the concession card number from the Patient and enter the number in the Pension/HCC No: field.

See Verify concession cards for more information.

Invoices for bulk billing/patient claiming must be generated for each individual patient.

Exceptions can be printed from Online Claiming > View > Processing reports.

See Print payment or processing reports for more information.

If your practice bills worker's compensation insurance directly, you will need to create a WorkCover or worker's compensation schedule for this purpose. WorkCover fee schedules are not distributed with Bp Premier.

See Set up custom fees and schedules for more information.