How to Export Referring Doctors:

1. Click on Settings
   
2. Under General, Click on Referring Doctors
   
3. Click the Export To button and choose either Excel or PDF.
   

How to Export Practices:

1. Click on Settings
   
2. Under General, Click on Practices
   
3. Click the Export To button and choose either Excel or PDF.
   

This report gives a list of all payments received in the selected date period either by Accounting Period, Audit Date or Date of Service. The data is able to be shown in formats such as Detailed, Summary and Summary Categories.

Filter options include:

• Location
• Department
• Doctor
• Payment Type
• Group By options
• From and To Date Range

How to Print/Export the Payments Report:

1. Click on the Reports Icon
   
2. Under Reports – Clinic, Click on Payments
   
3. Change filters as required > Click Update
   
4. Report will generate below the filters section.
   To Print the report, Click the Print button.
   To Export the report, Click the Export To button and choose either Excel, Excel – Raw Data or PDF.

   

The Patient Stats Report gives the ability to obtain extensive patient demographics data.

• Medicare Patients
• Deceased Patients
• Archived Patients
• DVA Patients
• Indigenous Status
• Referral Expired
• Preferred Doctor
• Health Fund
• Gender
• Surveys
• Ability to stipulate Birth date range
• Ability to stipulate Created range
• Ability to stipulate Postcode range
• Community Nursing Cycle
• Ability to stipulate Billed range
• Doctor

How to Print/Export the Patient Stats Report:

1. Click on the Reports Icon
   
2. Under Patient Reports, Click on Patients Stats
   
3. Change filters as required, or if you are wanting All Patient Demographics, leave filters as the default filter options > Click Update
   
4. Report will generate below the filters section.
   To Print the report, Click the Print button.
   To Export the report, Click the Export To button and choose either Excel or PDF.

   

This shows all invoices without a zero-dollar balance. It can be run by Location, Department, Fund, Bill Type, Doctor, Period that the account has been outstanding for (e.g. 30 days & over). It can be run as the following Report Types:

1. Detail – Showing every patient and the balance
2. Summary – Showing each bill type and the balance
3. Interactive – Enabling follow up dates and notes to be accessible, to facilitate efficient workflow in debt recovery

How to Print/Export the Arrears Report (Summary and Detail):

1. Click on the Reports Icon
   
2. Under Reports – Clinic, Click on Arrears
   
3. Change filters as required > Click Update
   
4. Report will generate below the filters section.
   To Print the report, Click the Print button.
   To Export the report, Click the Export To button and choose either Excel, Excel – Raw Data or PDF.

   

How to Export the Arrears Report (Interactive):

1. Click on the Reports Icon
   
2. Under Reports – Clinic, Click on Arrears
   
3. Select Interactive > Change filters as required > Click Update
   
4. Report will generate below the filters section.
   Click the Export To button and choose either Excel or Excel – Raw Data.
   

Did you know you can view user activity history in FYDO? Whether it’s to track changes made to an invoice, to see when a patient record was deleted or which user undertook what action, and when, the FYDO’s Audit Logs feature can help! Read on to learn more.

The audit logs show information about the action performed, who performed it, when they performed it, and their IP address. It can be used for troubleshooting purposes or monitoring user activities.

To view the audit logs, first navigate to Settings, then Logs.

How is user activity recorded?

Every user login is unique. So when a user logs in and begins taking actions on FYDO, their activity is logged. Here are some examples of logged user activity in FYDO:

• User login
• Changes to patient record
• Changes to appointment details
• Billing and invoicing changes
• Claims sent and batches receipted
• Payments taken, split, or reallocated
• Documents deleted
• Batches removed

You can view user action history within a date range, sort by user, action, or date, as well as search. 

Hospital Episode Audit Logs

You can also view the Hospital Episode Audit Logs by going to Episode > Audit. This will provide a breakdown of the activity associated with the patient’s episode, from the initial appointment booking through to the billing and coding.

Clinic Episode Audit Logs

Clinic Episode Audit Logs can be found in the same section as the User Logs. Alternatively, you can access them directly by going to Patient Details > 3 Dots in the top-right corner > Audit Logs. This will display all activity associated with the patient’s MRN.

Why use FYDO’s Aduit Logs?
Let’s take a closer look at the benefits of this feature.

1. Greater accountability: logged user action history fosters a culture of responsibility by users being aware that their actions are being logged, promoting responsible behaviour within the organisation.
2. Enhanced troubleshooting: logged user action history can aid in pinpointing the source and cause of an issue, helping users to troubleshoot problems faster.
3. Improved security: logged user action history offers a log of most system activities, enabling the identification of unauthorised access attempts, powering administrators to take the necessary steps to secure the system.

The minor ID, also referred to as the Location ID, will sometimes be required by Medicare. It is the same as your ADV client number. Here’s how to find it in FYDO:

1. Hover over the Support icon
2. Your Minor ID will be displayed in the heading

Whether it is Medicare, DVA, or Health Funds, FYDO keeps your item fees up to date, automatically.

Note: Your FYDO system maintains the latest Medicare/ DVA fees by default. To enable automatic fee updates for the Health Funds, click on the link below:

https://wiki.fydo.cloud/Health-Fund-Fees

Manually updating health fund fees

The manual procedure can only update fees for items that have already been added to your FYDO system. So, to prevent having to re-run the update for a given health fund, we recommend that you add all the items you need to bill before running the update.

Not sure how to add items? Click on the link below to learn how:

https://wiki.fydo.cloud/adding-mbs-items/

Ready to manually update your health funds fees? Let’s get started!

First, go to Settings > Bulk Fee Update

You will now see the Bulk Fee Update screen where you will need to update two sets of fees for each health fund. The first set are the “Old fees/ codes” and the second set are the “Current fees/ code” (To be updated in that order). 

1. The Old Fees are what will be charged for services where the Date of Service is prior to the introduction date of new fees for a given item.
2. The Current Fees are the latest fees and will be charged for services where the Date of Service is on or after when new fees were introduced for a given item. 

In other words, every item has two fees – the current fee and the last fee before the current. Therefore, before we can update the current fees, we need to push them to the old fees.

Updating the old fees

There are a number of ways to update fees:

• Importing an Excel file – update fees from excel file
• Percentage – update fees as a percentage of the old or current fees
• Pricing – update fees by dollar amount 

This blog post recommends using the percentage option. So, as shown in the screenshot below:

1. Set the Update Fee Level to: the health fund you wish to update fees for,
2. Set the Codes to:  Old Codes,
3. Set the Change Fee By: to Percentage 
4. Set the Base Fee Level to: the same health fund chosen in step 1
5. Set the Percentage to: 100.00

Then, click the Save button

This will replace the Old fees of all items for the selected health fund with the current value of the current fees.

Updating the current fees

Next, we must update the current fees; and we do this on the same screen as above. We will be updating the health funds fees by importing an Excel sheet.

As shown in the screenshot below:

1. Set the Update Fee level to: the health fund you wish to update fees for,
2. Set the Codes to: Current Codes,
3. Set the Change Fee By to: Importing an excel file

Next, you’ll need to download the excel file containing the fees for that health fund from our website at the link below:

https://au.acsshealth.com/healthfundfees/

Note: Be sure to download the appropriate file based on your state (if applicable) and Gap or No Gap (if applicable).

Once downloaded, browse for the file using the Browse button, select the file, and hit Save.

This will replace the Current fees of all items for the selected health fund with the latest fees released by the health fund, from the Excel sheet uploaded.

That’s it! You have successfully updated the fees for the health fund. Repeat the process for as many funds as necessary.

Need to bill an overseas patient? Read on to learn how.

Step 1: Bill manual invoice

Overseas claims are received and processed manually. This means you cannot bill such claims through eclipse for electronic lodgement. Therefore, you’ll need to create and send a manual invoice.

Note: Ensure the Bill Type is set to: Private and the Type is set to: Health Fund

Step 2: Print manual invoice to PDF

Note sure how to print invoices? Click here to learn how

Step 3: (Conditional – If claim is for Medibank or AHM) complete the corresponding claim form and save it to your computer

• Medibank – click here to download claim form
• AHM – click here to download claim form

Step 3: (Conditional – If claim is for BUPA, ) complete BUPA batch header form and save it to your computer

• • Click here to download batch header form
  • Enter the practice name as the location of the service and the practice id as the doctor’s BUPA FundPayeeId

If you have previously entered the doctor’s FundPayeeId into FYDO, you may find it by going to Settings > Doctors:

Step 4: Send off the documents

• Once you are ready to send off the invoice, contact the health fund and ask what email address they would like the manual claim sent to, as well as whether they require any other supporting documents
• Need their contact details? Follow the link below:

https://wiki.fydo.cloud/medicare-and-fund-contacts-dealing-with-rejections/

Step 5: Follow up & pay off the invoice 

• We’d recommend you call the health fund a couple of business days after you email them to ensure your email has been received and will be looked at in the coming days
• After this point, you may wish to follow up every couple of weeks, inquiring whether or not your invoice has been paid
• Once the invoice has been confirmed to be paid, pay it off on FYDO

That’s it! That’s how to do overseas billing for patients.