Extract useful information about your practice to help keep track of Medicare and DVA claims lodged through coreplus
Medicare reports can be found via Dashboard > Reports > Medicare
💡 If you can't see this section on the dashboard menu, your supervisor may need to adjust your feature permissions
💡 This feature is only available on the plus plan
Daily Reconciliation
The Daily Reconciliation Report will allow you to view the payment and processing information retrieved from Medicare for Bulk Bill and DVA claims.
Date selection for 'Claims processed on' pertains the date that Medicare finalised the claims (eg. claims made on 22/06 but finalised by Medicare on 24/06 will show up on 24/06, not 22/06).
Daily Reconciliation
Bulk Bill Claims
What is this feature?
The Medicare 'Bulk Bill Claims' report is used to search the status of any bulk bill claims that have been sent off to Medicare.
How can I access this feature?
Dashboard > Reports > Medicare > Bulk Bill Claims
How can I use this feature?
This feature is used by entering in certain information about a claim. Once this has been entered, the report will give a summary of information relating to that claim. The report needs that initial information however to do its work. That can be one of the three items below:
Claim ID - Can be obtained by clicking the BB button in the Actions drop down box (On the invoicing screen). Click 'View Report' and then the 'Payment Report' tab. A typical claim ID would be A2411@
Transaction ID - Best found in the results of this report. It is recommended to enter the invoice number and then obtain the transaction ID in this report (Transaction IDs have many characters in them).
Invoice Number - Can be obtained by navigating to the clients file and looking under invoices.
Once you have one of the above three pieces of information, you can enter it into the text box. If you would like to check multiple claims, you can click the Add Claim button. Once you have entered in the information, click Generate
Reviewing the results
Claim ID
This is an identifier that Medicare use to identify their claims. Just like coreplus uses invoice numbers, Medicare use Claim ID's.
Amount Owing
The amount that Medicare is yet to pay.
Practitioner
Servicing practitioner who rendered the consultation.
Medicare Response
This response can be broken down into two sections,
Claim - This provides information regarding the status of the claim. If the claim went through successfully the response 'This task has been completed successfully' will be displayed. If the claim did not go through successfully, a reason will be displayed.
Payment - This part provides information regarding the payment of the claim. It shows how much has been paid by Medicare.
Medicare Transaction ID
The Transaction ID is a code that coreplus receives from Medicare. It can be used when contacting Medicare to identify an invoice.
Bulk Bill Payment
What is this feature?
This feature allows a user to generate a list of all bulk bill claims that have been processed within the date range specified.
How can I access this feature?
Dashboard > Reports > Medicare > Bulk Bill Payment
The Bulk Bill Payment Report is used to show a list of all claims that have been sent within a particular time frame. From this view, you can quickly see which claims have been paid and which claims have not.
DVA Medical / Allied Health Claims
What is this feature?
The Medicare DVA Medical / Allied Health Claims report is used to search the status of any DVA claims that have been sent to Medicare.
How can I access this feature?
Dashboard > Reports > Medicare > DVA Medical / Allied Health Claims
How can I use this feature?
This feature is used by entering in certain information about a claim. Once this has been entered, the report will give a summary of information relating to that claim. There are three criteria that you are able to search by:
Claim ID - Can be obtained by clicking the DVA button in the Actions drop down box (on the invoicing screen). Click View Report and then the Payment Report tab. A typical claim ID would be 'A2411@'.
Transaction ID - Best found in the results of this report. It is recommended to enter the invoice number and then obtain the transaction ID in this report (Transaction IDs have many characters in them).
Invoice Number - Can be obtained by navigating to the client's file and looking under invoices.
Once you have one of the above three pieces of information you can enter it into the text box. If you would like to check multiple claims at once, you can click the 'Add Claim' button. Once you have entered in the information, click 'Generate'
Reviewing the Results
Claim ID
This is an identifier that Medicare use to identify their claims. Just like coreplus uses invoice numbers, Medicare use Claim ID's.
Amount Owing
The amount that Medicare is yet to pay.
Practitioner
Servicing practitioner who rendered the consultation.
Medicare Response
The response sent from Medicare to coreplus after they have received the claim submission.
Medicare Transaction ID
The Transaction ID is a code that coreplus receives from Medicare. It can be used when contacting Medicare to identify an invoice.
DVA Medical / Allied Health Payment
What is this feature?
This feature allows a user to generate a list of all DVA claims that have been processed within the date range specified.
How can I access this feature?
Dashboard > Reports > Medicare > DVA Medical / Allied Health Payment
The DVA Medical / Allied Health Payment is used to show a list of all claims that have been transmitted within a particular time frame. From this view, you can quickly see which claims have been paid and which claims have not.
Claim Status
This report will supply you with a breakdown of your Medicare claims, depending on their status in the system. It's very useful for finding exactly where your claims are at and which you might need to follow up on. Our guide on common Medicare and DVA errors could be useful in following up on any claims you're having trouble with.
You can run reports on Bulk Billed, DVA, and Patient claims.
Claims between: Any claims submitted between these dates will be searched for when running the report
Successful: Any claims that were successfully sent to Medicare, where Medicare has sent back a confirmation that the claim has been rebated as expected
Rejected: Any claims that were sent to Medicare, but Medicare have responded with a rejection
Failed to Transmit: These will be claims that have not made it to Medicare. They will have failed either due to preliminary errors with the claim or Medicare server issues
Unsent: Claims that have been created but have not yet been sent to Medicare
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!