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.
   

There may be instances when a user needs to change their FYDO log in email address. This can be done by the user themselves by following the steps below.
The only exception is the Subscriber who is unable to change their email address themselves & will need to contact FYDO Support if amendments need to be made.

1. Hover over User Profile (Your Initials)
2. Select Edit Profile
   

   

3. Select Edit
4. Amend Email
5. Click Save

The new email address will need to be used for log ins from there on.

Need to change your timezone? Read on to learn how!

Note: This setting is unique to the user. Therefore, each user will need to check their own timezone settings.

1. Hover over the profile icon (Your Initials)
2. Click on Edit Profile.
3. Select Edit
4. Select the desired TimeZone.
   

Click Save and you’re all done! You have successfully updated your TimeZone on this profile.

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.