Billing module resources

Resources to support your staff to learn to use the billing module are located here.
These resources include:

Billing

Set your organisation up for Medicare Billing

Click here to find out more about setting up your organisation for Medicare billing.

Introduction

The following video introduces the new billing module at a high level. Additional tutorial videos are included throughout the billing manual.

For key DHS set-up information, please see here

Billing is accessed via the Facility menu.

Each tab in billing may be directly accessed here. Once any tab is opened, the others are all visible.

The MMEx Billing module utilises double entry accounting methods to assist users to manage their business transactions and accounts. Click here to learn more.
The billing module is divided into tabs- each tab manages a different billing function:

Visit - record MBS or custom billing item numbers against a specific session of care to produce a bulk billing, DVA or private billing account entry. This tab shows the visits (total billed) amount and amount paid by medicare, alongside each other
Claim - previously known as batches - these are the grouped Medicare claims that are submitted to Medicare for payment. This tab shows payments received against claims.
Quote - provide an estimate of the cost of care to let a potential customer know the cost of goods or services before they decide to purchase/proceed with them.
Invoice - produce a 'bill' for goods or services, to be paid by the customer or a third party. This tab displays payments against invoices for private billing.
Payment - manage all monies received regardless of source being Medicare, payment by client or third-party; includes payment of invoices. This tab displays all payments collectively.
Account - an account within a Ledger that is used to sort and store transactions - MMEx has two types of accounts: customer accounts and Provider Accounts. If you wish to see information about a customer's outstanding debt (or credit status) the account tab displays this.
Journal - a complete record of all financial transactions in order by date.
Ledger - a grouping of accounts to sort and store transaction information. Organisations may have more than one Ledger.

Visits

How do I add a new visit?

Where are the quick links to billing a patient?

How can I view the patient's billing history?

How can I verify the patient's Medicare details in MMEx?

For more detailed information about adding visits click here

Visiting Doctor Services

I provide the quote price to the patient. How do I record the consultation cost so the Doctor knows what to charge?

I'm a Doctor, how do I bill our private patients?

I'm a Doctor, how do I bulk bill and send my visits to Medicare?

For more detailed information about Visiting Doctor Workflows see here.

Claims

How do I add visits to a claim?

How can I tell what the claim status is?

How do I delete a claim?

How do I name/rename a claim?

How is the Claim ID generated?

For more detailed information about Claims click here

Quotes

How do I create a quote?

How do I generate an invoice from a quote?

For more detailed information about Quotes, click here

Invoices

How do I create a new invoice?

How do I add billing items to an invoice?

I've created a visit already - how do I invoice for that?

How is the Invoice Reference Number generated?

How can I tell what stage the invoice is at in terms of status or payment?

How do I record payment of an invoice?

How do I write-off a debt related to an invoice?

How do I delete an invoice?

For more detailed information about Invoices click here

Payments

Medicare Payments

What information displays in a Medicare Payment?

What information will I see in Payment and Processing Reports?

How do I reclaim a visit?

How can I tell which payments have been reconciled and which still need to be?

Private Billing Payments

How do I record a private visit payment?

How do I record payment of an invoice?

How is the payment reference number generated?

I made a mistake with the payment I recorded (e.g. incorrect account or amount - how can I fix that?

How do I reconcile private payments?

How do I record account payments?

What do I do if a patient wants to make part payments against multiple invoices?

We have reconciled a payment in error. How do we remove it?

For more detailed information about Payments click here

Accounts

What are the different account types?

How do I create a new account?

How do I edit an account?

How do I transfer amounts between accounts?

How do I archive an account?

Can we have a single account to manage all the billing for one family or group of patients?

We provide Corporate Health services, not regular Primary Care. How do we set up our accounts so that we can invoice for services provided?

For more detailed information about managing Accounts please click here

Journals

For more information about Journals click here

Billing Workflows

A range of easy to follow, step-by-step workflows can be found here.

Bulk Billing
DVA Billing
Claims and error management
Private Billing
Patient Claim
Invoicing
Accounts

Billing Reporting

The new billing module enables you to export custom reports from every page of the module. As a result the previous PRNI reports that existing users are used to are no longer supported.

How do I report on the MBS items billed and paid by provider and item?

How do I report on my invoices - items invoiced, what has been paid and what is outstanding?

How do I create custom reports on each tab?

I need to provide daily summaries to management, how can I do that?

Although the reporting capabilities are now more flexible and extensive, this sections shows you how to filter the billing data to achieve the same report outcome as the previous PRNI reports.

I want to see the payments received within a specific month 'Receipts (Payments) received by month'

I want to see 'Services billed by Month'

I want to see "Receipts (Payments) for services by month"

I want to see 'Receipts (Payments) by Doctor/Organisation by month'

I want to see 'Receipts (Payments) by Service by Doctor by Month/Date Range'

I want to see 'Receipts (Payments) by Patient By Month'

I want to see a complete 'Organisation Report'

I want to run a full Financial Report for my organisation

I used to use the Executive Report - how do I get that information?

Find out more about billing reporting here.