Bp Management Workflow

1. Bp Management Workflow Presenter: Matthew Whitehead Customer Support Manager, Team Bp

2. What will be covered? • Creating practice fees for both Medicare and Custom Items • Setting up the appointment book • Setting up the billing options • Creating appointments • Using the waiting room • Creating accounts • Getting to know the patient billing history • Finding debtors Bp Sunshine Summit 2014

3. Customizing and creating items • An Item 23 has an amount of $36.30 on the Medicare Schedule. • A practice fee can be set to charge $70 • A discount fee can be set to charge $60 • A pensioner fee can be set to charge $54 • A custom schedule will add a percentage or dollar amount on top of the set schedule fee. • Schedule + $15 = ($36.30 + $15) = $51.30 • Schedule + 50% = ($36.30 x 1.50) = $54.45 • Custom Items are commonly:- • Vaccines provided • Creams and products sold in the practice • Appointment cancellation fees Bp Sunshine Summit 2014

4. Appointment Book Setup • ‘Setup > Configuration > Appointment Book’ is the first screen to configure. • Options selected in configuration screen reflect how sessions and appointments appear on screen • Layouts are needed to separate users in appointment book or re-organize where users appear • Setup > Sessions contains all working hours for Doctors who have appointments • Practice defaults vs Doctor Sessions • Days away and Extra sessions are essential • Avoid manually marking appointment slots manually available/unavailable Bp Sunshine Summit 2014

5. Default Billing Configuration • ‘Setup > Configuration > Billing’ is essential to make account creating more efficient • Billing precedence • Doctor Vs Patient • Setting up users for default billing types under Setup > Users • Billing to the practice • Used for products sold by practice Bp Sunshine Summit 2014

6. Creating appointments • Appointment Lifecycle • Cancelling an appointment displays in a report • Cut + Paste appointments ‘cancels’ • DNA displays in a message window when booking patients • Outstanding accounts • Appointment Types • Other • Internet • Length of Appointments Bp Sunshine Summit 2014

7. How to use the Waiting Room • Showing all types of appointments means the user only ever needs the waiting room to start consultations. • Billing can be performed directly from the waiting room. • Patients can be added directly to the waiting room – commonly used for ‘Walk-in’ clinics. • Users can preview previous patients visits before beginning the consultation. Bp Sunshine Summit 2014

8. Creating accounts, made easy • Items are added at the end of finalizing their consultation, including extra notes from the provider. • Items automatically are added to account depending on actions performed in consultation. • Incentive items are added depending on patients demographics. • Referral details are automatically added to accounts which require them. • Changing the service date reverts to previous MBS fees where applicable. • Multiple Procedure items are calculated automatically. • Use previous accounts as a template for special accounts (i.eWorkCover) Bp Sunshine Summit 2014

9. Billing History|Patient & Account Holder • Patient billing history includes Medicare/DVA accounts. • Users can track batch sending history of services • Account holder history shows accounts which relate to multiple patients. • Reversing vs Adjusting accounts– the differences • Writing off vs Cancelling – which is best? Bp Sunshine Summit 2014

10. How to find debtors • Management > Debtor list • Printing statements • Splitting accounts per doctor • Reports can be used to show summary or detailed accounts. • Paying off outstanding accounts • Opening account history from debtor list Bp Sunshine Summit 2014

11. This session’s over. (But we’re still here for you) For assistance, please visit www.bpsoftware.com.au You can contact our Customer Support Team on: (07) 4155 8800 (07) 4153 2093 support@bpsoftware.com.au Bp Sunshine Summit 2014