Medicare & DVA

Health Funds

Start off by opening the patient in question’s record and hit the Accounts button.

This button reveals a patient’s billing/ treatment history where each line is an invoice: 

So from here, simply right click on the desired invoice to be printed and select Print Invoice. This will produce a PDF file of the invoice, which you may print or store/ send electronically.

If selecting Print Invoice presents you with the below message, this means you do not have an invoice template for the type of invoice you are attempting to print,

So, click here to view our guide on how to upload an invoice template.

While you can create your own invoice templates from scratch in Microsoft Word, you may also contact FYDO support and request an invoice template be uploaded to your FYDO account, for you. 

This template will allow you to print invoices right away. You may further customise this template as desired, should you choose to.

Uploading / editing clinic invoice templates

To upload or edit existing templates, you will need to go to Settings > Templates.

This will reveal the templates currently in your FYDO account.

Note: an invoice template is necessary for each type of invoice; such as Medicare, DVA, and Private.

Adding a new template

So you may upload a template by clicking on the Add Template button to the top right corner of the screen.

Then, you will need to browse your computer for the template file or simply drag it in, as shown below.

Give it a Name, select a Category (invoices in this case) and a Sub Category (whether it is DVA, Medicare, Private, etc.).

Once you have entered the above details, hit the green Save button and you are all done!

You may also mark a given template as the default template for its category and sub category.

Editing an existing template

To make edits to existing templates, you will need to download the Word file by clicking on the Download button associated with the template.

Once you have downloaded the file, go ahead and open it, make the desired edits and save the document.

You may type whatever you’d like in plain text or add ‘tokens’ to print things onto the invoice that change from invoice to invoice like patient names, medicare/ health fund card numbers, servicing doctor, etc. 

Click here to view the list of tokens for clinic invoices, or

Click here to view the list of tokens for hospital invoices

Once the document has been updated with the desired edits, it is ready to be re-uploaded. You can do this by going back to where you downloaded the template at Settings > Templates, finding the template downloaded and hitting its associated  Upload button.

Needing to remove an invoice? As long as the invoice does not have a payment associated with it, and the accounting period is not yet closed, invoices can be deleted.

Not sure what the accounting period is? Click here to learn more.

There are two places where you could do so:

1. Via the Patient’s Record, or
2. Via the Batch in Claiming Medical

Additionally, there are two use cases for deleting invoices:

1. Deleting the entire invoice (all items within the invoice)
2. Deleting a part of the invoice (1 or some items deleted, but not all items)

Let’s take a closer look at both options.

Deleting through the Patient’s Record

Begin by opening the patient’s record and click on the Accounts button.

This button reveals a patient’s billing/ treatment history where each line is an invoice: 

From here, simply double click on the invoice you wish to delete.

This will open up the invoice, revealing the item numbers inside.

From here, you may simply right click on the desired item and hit delete, enter a reason, and hit OK to delete the item.

Alternatively, you can delete invoices from the Claiming Medical section of FYDO, found under the Claiming tab.

Deleting through the Claiming Medical

Important Note: Private and WorkCover invoices will not appear here as this screen is only for invoices that are to be sent electronically. 

Private invoices are invoices with the Bill Type set to Private in the billing screen.

Put your mouse over the Claiming tab and select Claiming Medical.

You will now see all your batches. So select the batch holding the invoice(s) you wish to delete.

Now, double click on the batch holding the desired invoice to be deleted.

You will now see the invoice(s) inside the batch. 

Important note: Pay attention to the number of items in the invoice to be deleted.

• If you wish to delete all of the items within the invoice, simply right click on the invoice here, and select Delete Invoice

• Otherwise, if you wish to only delete a portion of the invoice (some items, but not all), simply double click on the invoice to open it up. Then right click on the items to be deleted and select Move Item

Next, you will need to find the moved item(s) in the newly created invoice in the open/ closed batch, at the top of the Claiming Medical screen and delete as desired.

Closing the ‘Accounting Period’ refers to locking down your financial figures up to a given date (usually the end of the month) so that they cannot be changed. 

We do not recommend closing the accounting period for the last month, on the first day of the current month. Rather, give yourself seven to ten days to get your figures to a point where you are happy. That is, after all rejections and adjustments are made. 

In other words, it ensures that the figures seen on your revenue report run out of FYDO match the figures seen on your bank account, to the cent. And that those figures then cannot be amended in FYDO. 

So let’s see where the accounting period is closed.

Start off by going over to settings.

Then, click Close Accounting Period.

Enter the date you wish to lock your figures to and hit Save.

I should also mention that this action is recorded in FYDO’s audit log, so you can see who closed the accounting period and when.

To view the audit log, go to Settings, then click on Logs.

You will see a log similar to this when the accounting period is closed.

Want to know how to add items into Fydo? Follow the below steps and you’ll be billing them in no time!

First, lets head to Settings, located in the lower left hand corner of Fydo.

Then select Items, this will display a list of all your current items.

To add a new item, lets click the yellow Add Item button.

Simply enter the item you need in the Number field as below, found under the Item Details.

You will see the Procedure name be automatically filled.

Now just click on the green Save button.

All done! The rest of the information regarding the item will automatically be added from information via the Medicare Benefits Schedule online Website.

Things such as:

• Fees (Medicare and DVA rates)
• Description
• Rule (If it has one e.g Surgical step down)

Need to delete or remove an existing referring doctor? Read ahead to find out how we can make them Inactive.

1. Click on Settings

2. Then, Referring Doctors

This will display a list of all the referring doctors you currently have.

3. Select the doctor you wish to make Inactive by clicking anywhere on their row in the list of doctors.

4. You will now see the details for this doctor, now click on Edit on the top right hand corner of the page. Simply untick the Active box next to Status as shown below.

Now the doctor has been made Inactive; you will not find them when searching for them, and they will not appear on the list of Referring Doctors.

If you wish to view the doctor again, or make them Active again, simply tick the Show Inactive box from the Referring Doctors screen.

You will now be able to see the doctor, and you can edit them as per normal, including making them Active again.

To access a list of the referring doctors you have added into Fydo simply follow the below steps:

1. Click on Settings

2. Then, Referring Doctors

This will display a list of all the referring doctors you currently have.

To add a referring doctor, click the yellow Add Referring Doctor button on the top right hand corner of your screen:

To Edit the details of an existing doctor, simply click anywhere along the row for that doctor, and you will be taken to the edit screen:

To get started editing, click on the Edit button on the top right hand corner of the page.

Whether you decided to Add a new Referring Doctor, or Edit an existing one, you will be met with the same screen:

Simply fill out, or change the fields as needed.

Remember, the required fields for a referring doctor are:

• Provider Number – You can put a 0 if you do not have the number. Please note that you will need to enter it before submitting your claims, or you will run into rejections.
• First Name and Surname
• Type (GP or Specialist) – This affects the length of the referral, GP: 12 months, Specialist: 3 months.
• Speciality (If Specialist is selected)

While there are a few other fields, they are optional.

Once you are happy with your changes, click the green Save button to lock them in.

You are also able to Create and Edit referrals from within the Patient Details, should you wish to do so, please see our Creating a Patient wiki page.

Set up your patient and ready to bill? Read ahead to find out how to submit claims to Health Funds via Eclipse.

Important Note: If you have not submitted an Online Patient Verification (OPV) yet for your patient, or you do not know how, see our wiki page here!

To get started, from the Patient Record, we are going to click on the Bill Patient button.

You can also use the hotkey ‘B’!

This will take you to the Clinical Billing page

While you may notice that there are more fields than shown above, for Eclipse we will only be focusing on a few.

Please note that most of these fields are drop down menus.

• Location: The Location the service took place. If you only have one it will be defaulted.
• Practitioner: The Practitioner who performed the service.
• DOS: The Date of Service.
• In Hospital: A tick-box to indicate if this service was performed in a Hospital, this is required for Eclipse

The main fields to ensure are correct for Eclipse are the highlighted ones above, and outlined below:

• Bill Type: The type of billing; be sure to select Eclipse
• Fee Level: Which fees this billing will use. Will default based on the patients record.
• Type: Needs to be set to either Agreement or Scheme depending on the fund.

The last step before we can begin our billing is to enter any needed referral information. If this does not apply to you, skip to the next section: Adding Items

Otherwise, simply fill out the Referral section as seen below. If you only have one referring doctor for this patient, they will be automatically selected here (provided it has not expired)

If you don’t see a Referral you have added, be sure to check the Previous Referrals drop down menu!

Once you are done with the above segments, click on the green Add Items button in the bottom right hand corner of your screen.

Clinic Billing

You will arrive at the Clinic Billing page. Here we can see a brief overview of previous information for the patient, and where we can bill an invoice.

Billing is as easy as typing in the item you need and selecting it. There are two different ways to search for the item as shown below:

• Search for the item number itself.
• Search for a word in the description. This can either be at the start, or anywhere within the description!

Don’t forget, for Eclipse you can easily change the Date of Service within the invoice by using the handy calendar!

Once you have entered all your items as desired, click on the Review Charges button to proceed to the final page of billing.

Clinic Review Charges

You may notice that this page looks nearly identical to the previous Clinic Billing page. The only real difference is that you can no longer add or change items, and there are additional buttons at the bottom.

You will also be able to see the Total Charges for the items you have billed like so:

There are a few different options on this screen:

• Edit Item And Charges: Realised you have made a mistake? click this button to go back to the previous page and fix it up!
• Cancel: Cancel out of this billing, this will take you back to the Patient Screen.
• Save: Save this invoice, prompting the final confirmation before it is send to Claiming – Medical. If Save & Print is selected, it will also be printed.

Upon selecting one of the two save options, you will see the final stage of the billing, the Claimant Screen.

Please note that most of the fields are optional, so if you do not wish to fill them out, simply click on the green Send Electronically button.

Otherwise, you can fill them out accordingly, and select if an IFC was issued.

All done! A batch has now been created within Claiming – Medical and will be ready to send off.

If you do not know how to send a batch, see our handy guide here!

So you’re ready to bill DVA community nursing patients. Follow along to learn how.

It all starts with patients so click on the Patients tab and select a patient.

Next, before you bill, you will need to enter the dates for the 28 day cycle. Click on the Other tab on the patient’s record and enter the admission date as well as the start date of the 28 day cycle. 

Once finished, hit Save.

At this point, you are ready to bill. 

However, it is a good idea to first run the Online Patient Verification to ensure the correct patient details are entered, as they are known to DVA. 

To learn more about the Online Patient Verification, Click here 

When you’re ready to bill, click on the Bill Patient button or hit ‘B’ on your keyboard as a shortcut! 

While you may notice that there are more fields than shown above, for Community Nursing, we will only be focusing on a few.

Please note that most of these fields are drop down menus.

• Location: the location where the service took place. If you only have one, it will be defaulted
• Practitioner: the practitioner who performed the service. If you only have one, it will be defaulted
• DOS: date of service
• Referring Doctor 

Note: The Bill Type will automatically be selected as Veterans, given the patient has a veterans card number on their record. 

Additionally, If you only have one location and practitioner setup in the system, these too will automatically be selected. This is usually the case for most community nursing organisations.

So, all you need to enter is the Date of Service (DOS). The date in this field will always be prefilled as today’s date. Therefore, in almost all cases, you will need to change this date. The date of service should be the first day of the 28 day claiming cycle.

For more information on this, click here to read more on the DVA website

Conditional: if you have entered a referral on the patient’s record and do not see it in the billing screen, you may click on the ‘Previous Referrals’ drop down to view all previous entered referrals and select the desired one.

Once you have filled in the above fields, click on the Add Items button. You’re nearly done!

You will now be presented with a pop up asking you to enter the nursing hours for this period of care (current 28 day cycle). Enter your nursing hours and hit ‘Save’.

Note: hours are only required to be reported when core items are billed. They are not required if you are billing consumables only. 

That said, if you are not billing your core items with the consumables, you will need to bill the core items first, before billing the consumables to avoid rejections.

Forgotten to add some hours, or want to check what you’ve entered? You can invoke the nursing hours pop up again by hitting the ‘CN Info’ button.

Next, go ahead and enter your desired item(s) in the below field:

Once you have entered all your desired items, click on:

• Review Charges
• Save 

All done! A batch has now been created within Claiming – Medical and will be ready to send off.

If you do not know how to send a batch, see our handy guide here!