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.

From the main screen of Bp Premier, select Management > Export data. The Management data export screen appears.

Management Data Export

Tick the management components you want to export to file.
Select the From and To dates to export data between.
Tick Include adjustments to include adjustments to payments and invoices.
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.
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