Batch reports

Bp VIP.net has a suite of reports on batching, making it easier for your practice to process and troubleshoot batched claiming from health funds, Medicare/DVA, and ACC.

The new batch reports are available from the Financial Summary function (Reports > Financial Summary). Set the Groups filter to 'Batch' and select the report type from the Show filter. The following batch reports are available:

• All Declines
• Owing Only
• Incomplete Resubmissions Only
• Unprocessed Declines
• Payments Only
• Non-transmitted Only (AU)

All reports default to a Condensed view, except for the Payments Only report which is displayed in a Payments view.

All Declines

This report displays only batches that have had items declined within the selected time period. The report excludes fully resubmitted batches but includes Incomplete Resubmissions.

Once found, Bp VIP.net will display all data linked to the batch and allow users to easily see which declines are 100% and require immediate action. This report can also be used to display the total amount declined for any time period.

Actioning a declined batch

1. Highlight a batch in the report and press F8 to open the Transactions History window for the organisation.
2. Highlight the batch to fix in the Transactions History window.
3. Click Modify on the batch and resubmit the required items.
4. Modify the linked patients' invoices to be resubmitted.

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Owing Only

This report displays only batches that have items owing within the chosen time frame and displays all data linked to that batch. You can use this report to follow up batches that have yet to be paid.

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Incomplete Resubmissions Only

This report only displays patients whose batches have been resubmitted, but their invoice has not been modified for inclusion in a new batch. Such patients' accounts are basically 'in limbo' until their invoices are modified.

1. From the Financial Summary, select the patient with an invoice that needs correction and press F8 to open the Transactions window. The invoice will be selected.



2. Modify the invoice and click OK to save.
3. The new invoice is ready to be rebatched.

NOTE The old invoice will no longer be listed in the Incomplete Resubmissions report if you rerun the report.

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Unprocessed Declines

Like the Decline Only report, this report displays only batches that have had items declined within the selected time frame, BUT also excludes Incomplete resubmissions.

NOTE The report excludes any declined items that have been resubmitted in both Organisation's and Patient's Transaction History screens (F8).

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Payments Only

This report displays the total payments made against any batch within the selected time frame. This allows the practice to see total income received and refunded for any billed batch.

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Non-transmitted Only

This report shows all batches that have not been transmitted to the subsidising organisation. This report is ideal for following up on why a batch has not been transmitted.

The report is only available for Australian users of Bp VIP.net.

Update saved batch reports

1. Select the report from the saved report drop down menu at the top right.
2. Select a Groups filter of 'Batch'.
3. Select the option from the Show drop down menu that matches the old batch report.
4. Click Run Report to generate the report.
5. Check that the report shows the information you want. If so, click Save to write over the old saved report.

The new report will be available for selection from the saved report drop down menu.

 

Last modified: November 2021