Setting up WorkCover

Transcription

1 Setting up WorkCover This FAQ intends to explain the workflow for WorkCover accounts. As there is a different system for WorkCover or workers compensation in each state there are slightly different procedures for each state. Queensland is unique in that it has a centralised Government agency which handles these claims. All other states have a system in which 3 rd party insurance companies are responsible for claims. Important: South Australia has an incentive for submitting WorkCover certificates electronically. For details on how to use this system in Best Practice refer to the FAQ document BP_FAQ-How to setup and use SA WorkCover For Queensland WorkCover ONLY: Setup: If you are located in Queensland, you will need to enter the details of the WorkCover Qld office. Select Setup > Configuration > WorkCover and enter the name and address details for WorkCover Queensland. You will then need to setup a Schedule specific for WorkCover and the related practice fees. Refer to the document BPM_FAQ-Setting up Management G2W for further direction on this. Page 1 of 5

2 How to enter Workcover Accounts (Qld only): Select Management > Create Patient Account from the main Best Practice screen or select the relevant appointment on the appointment book and select Billing > Create Account. The Account Details screen will be displayed: Provider: Service date: Bill to: Billing schedule: Claim: Select the appropriate provider Select the date on which the services were performed Select WorkCover from the drop down list Select the name of the schedule that was created when setting up the practice fees. Enter the Claim No. Note: Claim numbers are not saved in Best Practice. These could be recorded in the General Notes or Appointment Notes field on the patient s demographic record by clicking the Patient details button. Once the first account has been done for the patient, you can click on the Use previous account details button to bring back the details from the last recorded invoice. Paying: To pay WorkCover accounts, select Management > Debtor List then find WorkCover in the list. Highlight the account for WorkCover and select File > Open Account History. debtorlist.jpg Page 2 of 5

3 The Account history screen will appear. Click the Pay all button. The Payment details screen will appear. You will have available the same options for payment that are used in the Patient Billing History and Account Holder History. Outside of Queensland or for 3rd Party Billers in Queensland Note: This section refers specifically to accounts for Account Holders however accounts for other Patients or Contacts can be created in a same manner. While this would not relate to Workers Compensation accounts, the option is available for other circumstances where billing to another patient or contact may be required. Setup: Each insurance company that will be used needs to be set up individually. Select View > Account Holders from the main Best Practice screen and click the Add New button. Enter the name and address details of the Insurance company. Click the Save button. You will then need to setup the practice fees and a Schedule specific for WorkCover. Refer to the document BPM_FAQ-Setting up Management G2W for further direction on this. Page 3 of 5

4 How to enter 3 rd party insurer accounts: Select Management > Create Patient Account from the main Best Practice screen or select the relevant appointment on the appointment book and select Billing > Create Account. The Account Details screen will be displayed: 3rdpartyac.jpg Provider: Service date: Bill to: Select the appropriate provider Select the date on which the services were performed Select Other from the drop down list. Click Search button and search for the account holder (refer below) searchacholder.jpg Billing schedule: Claim: Select the name of the schedule that was created when setting up the practice fees. Enter the Claim No. Note: Claim numbers are not saved in Best Practice. These could be recorded in the General Notes or Appointment Notes field on the patient s demographic record by clicking the Patient Details button. Once the first account has been done for the patient, you can click on the Use last account details button to bring back the details from the last recorded invoice. Page 4 of 5

5 Paying: There are three ways to pay these accounts. 1) Select Management > Account Holder History Payment from the main Best Practice screen. The Account Holder History screen will appear. Select the Account Holder option and enter the account holder name. Highlight the account holder from the list and press the Select button. Click Pay all to display all outstanding invoices or highlight an account and press Pay single invoice to enter the payment for an individual invoice. Refer to the document BPM_FAQ-Processing a Payment.pdf for full details on how to enter a payment. 2) Select Management > Process Payment from the main Best Practice screen. The Payment details screen will appear. Select the Account Holder option and enter the account holder name. Highlight the account holder from the list and press the Select button. The Payment details screen will appear displaying all outstanding invoices. Refer to the document BPM_FAQ-Processing a Payment.pdf for full details on how to enter a payment. 3) The other option is Management > Process Bulk Payment. Click the Select button and enter the name of the Account Holder. The screen will display all outstanding accounts for this Account Holder. Refer to the Best Practice Help screen under Best Practice Management > Process bulk payment for more details on how to use this function. MORE INFORMATION For more information consult the Best Practice Help Library or contact us via our support@bpsoftware.com.au sales@bpsoftware.com.au Last Reviewed: 15/12/2011 Page 5 of 5