Add an organisation

A Bp VIP.net organisation is used to record any entity that is not a patient, user, or provider. For example, health insurance companies, subsidising bodies such as the Department of Veterans' Affairs (DVA), pathology labs, employers, and facilities are all recorded as organisations. Different types of organisations will have a different Role, and different types of information is captured for different roles.

IMPORTANT   Bp VIP.net allows you change the Role of an organisation at any time. However, once you have performed batching or redirection on an insurer, subsidiser, fee scaler, or employer, changing the role will create inconsistencies in Bp VIP.net's financials. If you have wrongly assigned a role, tick Deactivate Organisation and recreate the organisation with the correct role.

You can also append user-defined forms to the Organisation Details screen as tabs, if your practice needs to capture additional information about organisations or a specific role.

Add an organisation

1. Press F2 or select Patient > Select from the menu to open the Search screen.
2. Type in a descriptive name for the organisation in the Search text field. Tick New Organisation. The Organisation Details screen will open at the Details tab with the name you just typed in the Name field, ready to be completed.
3. Select the Role of the organisation. Some of the tabs in the Organisation Details screen will be enabled, depending on the selected role.
4. Complete the fields in the Details tab and click OK to save the record.

Many of the contact detail fields are self-explanatory.

Field	Description
Code	User-defined code for use in Bp VIP.net screens.
BrandID	A code for health insurers used for online billing, issued by Medicare or ACC.
Allow debts to be redirected	Allow an invoice from a patient or organisation to be redirected to this organisation.
Warning	Brief notes about the organisation that are displayed in the Warning field of the information bar.
Hold Statements until	Do not delete statements produced for this organisation before the specified date.
Never produce statements for this debtor	Do not automatically produce statements for this organisation.
Never charge overdue/initial statement fees	Do not charge overdue or initial fees when producing statements for this organisation.
Deactivate organisation	Indicates that the organisation should no longer be used in Bp VIP.net and is retained for historical reporting.
Background Color	Background colour for the organisation in the appointment book and related screens.
Text Color	Text colour for the organisation in the appointment book and related screens.
Preferred	Preferred method of correspondence: Letter or email.
Associated Organisations	Organisations related to this organisation. Use the Join and Leave buttons to add and remove related organisations. If the organisation has a Role of 'Facility', use the Join and Leave buttons to create and add 'units', or locations attached to a facility.
Main Office	Indicates the organisation record is the main office for the company.
Payer Name	Field available for Organisations with Insurer Type for Payer Name.

5. Complete the fields in the other available tabs and click OK to save the organisation.

 

Last modified: July 2020