Export management data

You can export a subset of the management data stored in the database to a CSV, text, or XML file. For example, you might need to import financial data into a third-party accounting system, or your practice might save financial data to file regularly as part of policy.

If no other options are ticked, Bp Premier will export service record data only. You can choose to export additional management data, including:

  • Paid Services
  • Invoices
  • Payments
  • Adjustments made to payments
  • Appointments

The utility will export up to five .csv files. The default filename for each .csv file will match the type of data exported (for example, BPSAppointments<date>.csv, or BPSPaidServices<date>.csv).

The sections below explain the contents of each file, and the meaning of the payment type and payment code fields in the Payments and Paid Services records.

  1. From the main screen of Bp Premier, select ManagementExport data. The Management data export screen appears.
  2. Management Data Export

  3. Tick the management components you want to export to file.
  4. Select the From and To dates to export data between.
  5. Tick Include adjustments to include adjustments to payments and invoices.
  6. Click Export. You will be prompted for a filename, file type, and location to save the file. The default filename is 'BPS<recordtype>' with a timestamp appended.
  7. Click Save to export the data.

What data is exported?

Services

Order

Field

1

Surname

2

First Name

3

DOB

4

Medicare No

5

Medicare Line No

6

Medicare Expiry Date

7

Pension No

8

Pension Expiry Date

9

DVA No

10

Invoice ID

11

Invoice Date

12

Invoice Total

13

GST Amount

14

NNAC (Not Normal After-care: Yes/No)

15

Number of patients

16

In-hospital (Yes/No)

17

Claim No

18

Notes

19

Location ID

20

Location Name

21

User ID

22

User Title

23

User Surname

24

User First Name

25

Provider No

26

Payer

Invoices

Order

Field

1

Surname

2

First Name

3

DOB

4

Medicare No

5

Medicare Line No

6

Medicare Expiry Date

7

Pension No

8

Pension Expiry Date

9

DVA No

10

Invoice ID

11

Invoice Date

12

Location ID

13

Location Name

14

User ID

15

User Title

16

User Surname

17

User First Name

18

Provider No

19

Service Date

20

MBS Item

21

Description

22

Fee

23

GST amount

24

Total Fee

25

Adjustment Amount

26

Paid Amount

27

Service Status ('paid' or 'unpaid')

28

Service ID

29

Service Note

30

Service Type

Payments

Order

Field

1

Payment Date

2

Payer

3

Amount

4

Payment Type

5

Drawer

6

Bank

7

Branch

8

Cheque No

9

Payment Code

Paid Services

Order

Field

1

Surname

2

First Name

3

DOB

4

Medicare No

5

Medicare Line No

6

Medicare Expiry Date

7

Pension No

8

Pension Expiry Date

9

DVA No

10

Invoice ID

11

User ID

12

Invoice Date

13

Location ID

14

Location Name

15

User Title

16

User Surname

17

User First Name

18

Provider No

19

Payment Date

20

Amount

21

Payer

22

Payment Type

23

Drawer

24

Bank

25

Branch

26

Cheque No

27

Service Status (paid/unpaid)

28

Payment Code

29

Service ID

30

MBS Item

Appointments

Order

Field

1

Surname

2

First Name

3

DOB

4

Medicare No

5

Medicare Line No

6

Medicare Expiry Date

7

Pension No

8

Pension Expiry Date

9

DVA No

10

Booking User ID

11

Appointment Date

12

Appointment Time

13

Appointment Duration

14

Appointment Status (for example, 'Booked', 'With Doctor', 'At Billing')

15

Appointment Type

16

Urgent (Yes/No)

17

Reason

18

Arrival time

19

Consultation time

20

Location ID

21

Location Name

22

Booking User ID

23

User Title

24

User Surname

25

User First Name

26

Provider No

27

Booked by, surname

28

Booked by, first name

29

Date booking was made

Payment type and payment codes

Payment Type codes

Code

Description

1

Cash

2

EFT

3

Cheque

4

Credit Card

5

Direct Credit

6

Used or Remaining Deposit

Payment Codes

Code

Description

1

Payment

2

Deposit

3

Refunded Deposit

4

Deposit Refund

5

Reversed Payment

6

Payment Reversal

7

Deposit Usage

8

Used Deposit

9

Adjustment

10

Adjusted Payment

11

Partial Deposit Refund

12

Deposit Adjustment

13

Adjusted Deposit

Last updated 23 July 2020

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