Patient (or Client) Name, Account, Un-issued, Current, 7 Days, 14 Days, 30 Days, 60 Days, 60 Days+ and Total

When grouped, the Practitioner or Business becomes a heading with Sub Total and Total rows. Ungrouped, there is a single Total row

When attributing to the patient, and the patient and payer differ, the name cell shows the patient first and the payer second

Click a row to open the patient

Title, First Name and Surname (on screen these are in the single Name column)

Practitioner or Business column (only when grouped)

Client ID

Invoice #, Invoice Due, Item, Description, Item Date, Practitioner, Billed and Owing

Grouped by patient (or client) name and account, with a Total $ row for each. There are no aged columns

Click a row to open the invoice

Title, First Name, Surname and Account (on screen these are in the group heading)

Practitioner (with business) or Business column (only when grouped)

Client ID

Practitioner, Un-issued, Current, 7 Days, 14 Days, 30 Days, 60 Days, 60 Days+ and Total

Shows the business with the practitioner when not grouped. When grouped by Business, the business becomes a heading

Business column (only when grouped by Business)

Date, Remittance Number, Type, Business, Amount, Payer, Balance and Status

Status shows Complete or Incomplete in the Excel export

New Group Bank Transfer button above the grid (needs edit access)

On screen only: click a row to open the transfer, a delete column (blocked when payments exist), and an expandable detail row when payments exist. The detail row shows Date, Name, Item Code, Description, Practitioner, Amount, GST and Invoice #

Drawer, Bank, Branch, Number and Amount, one row per cheque

On screen, each account has a footer showing Number of Cheques, Cheques, Cash and Total. These totals are not in the Excel export, which lists cheque rows only

With only Cash included, the cheque rows are hidden and the footer shows Cash and Total. With only Cheques included, the footer shows Cheques and Total

Invoice Date, Invoice #, Item Date, Item, Description, Practitioner (shown with business), Qty, Fee, Discount, Billed GST, Total, Payments, Paid GST and Owing

Grouped by patient (or client), with the name and account as the heading and group totals

Click a row to open the invoice

Client ID, Name, Account, Date of Birth and Bill To

Schedule, Fee Category and Business

Discount (Total) and Net Fee (Exc GST)

Payments (Exc GST)

Allocated Times

Created By, Created Date, Last Modified By and Last Modified Date

NDIS Number (only if NDIS is enabled)

Item, Description, Fee, Discount, Billed GST, Net Fee, Payments, Paid GST and Qty.

Grouped by the Group By options you choose. When Fee Category is combined with other groups, it sits under each item code and its name shows in the Description column

Schedule, Business, Practitioner and Fee Category columns for the Group By options you choose (Business and Practitioner are added together if either is chosen)

Net Fee (Exc GST)

Payments (Exc GST)

Date, Cheque Number, Type, Business, Amount, Drawer, Bank, Branch, Balance and Status

Status shows Complete or Incomplete in the Excel export

New Group Cheque button above the grid (needs edit access)

On screen only: click a row to open the cheque, a delete column (blocked when payments exist), and an expandable detail row when payments exist. The detail row shows Date, Name, Item Code, Description, Practitioner, Amount, GST and Invoice #

Practitioner Name, Amount and GST (a column with no heading holds the Total labels)

Grouped by business, with group totals and a Practice Total row

Business

Date, Patient (or Client) Name, Item Code, Description, Amount and GST (plus a column with no heading)

Date is the payment date for Cash, or the service date for Accrual

Grouped by business, then practitioner, with group totals and a Practice Total row

Click a row to open the patient

Business and Practitioner Name (group headings on screen)

Client ID

Adjustment Date (with time), Patient (or Client), Account, Invoice #, Item Date, Item Code and Practitioner (shown with business)

Net Fee Change, Discount Change, Write Off Change, GST Change and Total Change (in period)

Action, Reason and Modified By

Action shows what happened: Item Created, Item Deleted, Item Dated into Period, Item Dated out of Period, Fee Increased, Fee Decreased, and Discount or Write Off Added, Increased, Decreased or Deleted

Group totals and a Totals row. Rows reading Detailed Audit Log Not Available (with blank amounts) can appear for older date ranges

Search the grid by invoice number

Invoice Date, Fee Category, Item Description and Item Schedule

Business (on screen it is shown with the practitioner)

Total Change (the on-screen column is Total Change (in period))

Item Code (only on the sub-heading row for each code), Description, Fee, Discount, Ex. GST and Total

Grouped by schedule, then by item code. The Description column holds the fee category name on each fee row

Schedule

Fee Category

Item Code and Description repeated on every row

A tick box for each invoice, a warning icon when the invoice has no email address, then Action, Invoice #, Invoice To, Account, Date, Status, a lock icon (period locked), Issued, Due Date, Total, Balance and Business

A Total row at the foot of the grid

Each row has an Action drop-down: Print, Email or Print & Email

The Process, Print and Email buttons above the grid act on the selected invoices

Patient (or Client) (the client name)

Client ID

Practitioner and Total Owing

When grouped, the Business or Profession becomes a heading with group totals, and a grand Total row sits at the end

Business column (only when grouped by Business)

Profession column (only when grouped by Profession)

Date, Item, Description, Practitioner, Qty, Fee, GST and Total

Rows are grouped by patient (or client), and the footers add up positive fees only

Client ID, Name, Account and Date of Birth

Schedule, Fee Category and Business

Net Fee (Exc GST)

Allocated Times

Created By, Created Date, Last Modified By and Last Modified Date

NDIS Number (only when NDIS is enabled)

Item, Description, Redemption Value, GST and Qty.

Business, Practitioner and Schedule appear as group headings, depending on the Group by options ticked

When Fee Category is grouped with another option, Item is blank and Description shows the fee category

Schedule, Business and Practitioner columns (when grouped)

Fee Category column (when grouped)

Net Fee

Patient (or Client), Pass Type, Pass Code and Description

Sold Date, Start Date and Expiry Date

Used and Remaining: shown as x/max for session passes and $x/$pool for money pools

Last Redemption and Status

Payment Date / Time, Received by (Business), Payment From, Account, Practitioner, Item, Invoice # and Payment Type (shown as type: amount), and Amount

Grouped by Business: the Received by (Business) column is dropped and Item shows code and description

Grouped by Payment Method: Payment Type shows the total for that payment type

Footers: Total Received, Received by X for Y (payments across businesses) and Total Unallocated Payments

Payments with no invoice are unallocated and have a blank Invoice #

Practitioner Business

Item Code and Item Description as separate columns, and Item Date

Payment Type Total

Invoice ID, Payment ID, Item ID and Client ID

Remittance Number and Allocation Date

Created By, Created Date, Last Modified By and Last Modified Date

Notes

Payment Received, Value, Refunds, Total, GST and Number

Credit card rows are broken down by card type

Tyro EFTPOS payments are grouped as Tyro Health EFTPOS, with the surcharge in brackets

Footer totals at the bottom

Business column (when grouped by Business)

Date column (when grouped by Date)

Item, Description, Fee, Discount, Billed GST, Net Fee, Payments, Paid GST and No.

Grouped by Business and/or Date (as ticked), then Schedule, then Practitioner

Row tick box, a warning icon where the client has no email, and an Action choice per row (Print, Email or Print & Email)

Invoice To, Account, Businesses and Total Invoices

Current, 7 Days, 14 Days, 30 Days, 60 Days, 60 Days+ and Total

Toolbar: Process, Print and Email buttons (with a confirmation and email template choice), a filter by Action and a Search Name box

Client ID

Date/Time, Type, Supplier, Business, User and Note, newest first

Expand a row to see Item Code (with the description underneath) and the quantity: New Level for a stocktake, Arrival for an arrival, or Adjustment (+ or -) for an adjustment

Item Code (links to the item settings), Description, Min. Level, Cur. Stock, Unit Cost and Value

Stock notes appear under the description when Include stock notes is ticked

Grouped by Schedule, with totals. If your practice manages stock per business, Business is the top-level heading

Schedule column

Business column (only if your practice manages stock per business)

Supplier Code, Item Code, Description, Unit Cost, Order Qty., Min. Level and Cur. Stock

Grouped by Supplier (then Business if your practice manages stock per business), with the supplier's details in a tooltip

Supplier column

Business column (only if your practice manages stock per business)

Item, Description, Unit Costs, Net Fee, Profit, Margin, Commission (with the rate) and No.

Schedule, Business and Practitioner appear as group headings, depending on the Group by options ticked

When Fee Category is grouped with another option, Item is blank and Description shows the fee category

Schedule, Business and Practitioner columns (when grouped)

Fee Category column (when grouped)

Date, Patient (or Client), Account, Invoice #, Practitioner (with the business underneath), Item, Description, Debit, Credit, GST and Balance

When grouped by a Practitioner option, Practitioner becomes a group heading instead of a column

A totals table beside the filters (Transaction Type, Ex GST, GST and Total) for: Billed, Discounts, Write Offs, Net Billed, Received, Received Unallocated, Total Received, Allocations, Credit Allocations, Total Allocations, Refunds and Pass Redemptions (only when passes are enabled)

Invoice ID, Item ID, Payment ID, Refund ID and Client ID

Default Practitioner First Name, Default Practitioner Surname and Default Practitioner Business

Allocation Time

Business / Practitioner, then Ex GST, GST and Total for each of: Billed, Discounts, Write Offs, Net Billed, Received, Received Unallocated, Total Received, Allocations, Credit Allocations, Total Allocations, Refunds and Pass Redemptions (only when passes are enabled)

Received Unallocated only shows when there are unallocated payments, and it is a single column in the Excel export

On screen the figures for each group sit in one summary cell, the same as the totals table beside the filters

Name (the appointment type short code is shown in brackets)

Preferred Phone

App Time

Resched. Time (a link to the appointment book)

Modified (the user who made the change is shown beneath)

Reason

Grouped by business or practitioner, then by activity type, with counts and footer totals

Footer totals: Created, Cancelled, Rescheduled and Missed when Search by is Last Modified, otherwise Cancelled, Rescheduled and Missed

Practitioner Title, Practitioner First Name and Practitioner Surname

Business Name

Appointment Type (the full name)

Activity Type

Title, First Name and Surname (in place of the single Name column)

Modified By and Modified Time (as separate columns)

Client ID and Appointment ID

Appointment date, patient (or client), appointment type and duration

Practitioner, appointment status, billed status and clinical note status

When grouped, the grouped column becomes a heading with the appointment count, and that column is not repeated in each row

Optional Show Heatmap button: appointments per day and hour

Profession, business and column number

Client ID and appointment ID

Client address (line 1 to 4, suburb, state, postcode, country)

URL Params (only when an appointment has URL parameters)

Appointment type and No. (the number of appointments of that type)

Rows sit under the Business, Practitioner or Fee Category headings you group by

Business column (when grouped by Business)

Practitioner column (when grouped by Practitioner)

Fee Category column (when grouped by Fee Category)

Date (date and time, or time only when grouped by date)

Patient (or Client) Name (the short appointment type is shown in brackets)

Duration

Date of Birth

Phone

File No (only when File Numbers is ticked)

Practitioner and Business (only when not grouped by Practitioner)

Resources (only when Resources is ticked and the report is not grouped by Resource)

Group appointments show a header row, and notes show as rows beneath the appointment (Appointment Notes, Schedule notes and Patient (or Client) Warnings)

Appointment Type Totals: one grid at the bottom of the report

Practitioner and Business (always included)

Appointment Type (the full name) and Profession

Client ID and Appointment ID

Address (line 1 to 4, suburb, state, postcode, country)

Resources, where not already shown on screen

Appointment Notes (when Appointment Notes is ticked)

Schedule Notes and Patient (or Client) Notes (when Group Appointments is also ticked)

Patient (or Client) Warnings (when ticked)

Display Text (when Include empty timeslots is ticked)

Name

Preferred Phone

Appointment 1 and Appointment 2 (each cell holds the appointment date and time, practitioner, business, type and item code)

Future Total

Grouped by practitioner or business, with footer counts of Patient (or Client)s with and without future appointments

Practitioner Name and Business

Last Appt

Client ID

Item

Description

Fee

Discount

Billed followed by your tax label, for example Billed GST (this is the GST amount, not a billed flag)

Net Fee

Qty.

Rows sit under the Group by headings you choose. When Fee Category is combined with other groupings, Item is empty and Description shows the fee category

Schedule (when grouped by Schedule)

Business and Practitioner (when grouped by either)

Fee Category (when grouped by Fee Category)

Practitioner

Business

Appointment Type or Item Code, depending on Breakdown by (shows No Code when an item code is empty)

Description

Hours (shown as h:mm)

Grouped by practitioner and business, with totals

Practitioner

Utilisable Slots

Slots Utilised

Utilisable Hours

Hours Utilised

Percentage Utilised

Rows sit under the Business or Practitioner headings you group by

Business

Month (Monthly Breakdown) or Week Beginning (Weekly Breakdown)

Utilisable Slots

Slots Utilised

Utilisable Hours

Hours Utilised

Percentage Utilised

Rows sit under the Year, Month or Month & Year headings you group by

Name

Phone

Appointment Type

Duration

Priority (High, Normal or Low)

Start Date

Wait Until Date

Waiting Period

Last Appointment

Next Appointment

Monday to Sunday preferred times: Any Time, Morning, Afternoon, Evening or Not Available (when Preferred Times is ticked)

Resources (when Resources is ticked)

Grouped by Appointment with (for example Any Practitioner, a practitioner, a business or a profession), with a total and Total Patients

Notes show in a row beneath each entry

Appointment With

Title, First Name and Surname (in place of the single Name column)

Practitioner Title, Practitioner First Name and Practitioner Surname

Business and Profession

Waiting List Notes (when ticked)

Client ID

Created By, Created Date, Last Modified By and Last Modified Date

Patient (or Client) Name, Address, Email and Preferred Phone

Last Appointment (Appointment search) or Last Transaction (Transaction search), and Next Appointment

Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows. Archive (you type UPDATE to confirm) sets every patient in the report to Active or Inactive

Practitioner columns first (Title, First Name, Surname, Business Name), following the Group by choice, or the default practitioner when not grouped

Name split into Title, First Name, Preferred Name, Middle and Surname

Date of Birth

Address split into Address Line 1 to 4, Country (international only), State, Suburb and Postcode

Practitioner for the last appointment or transaction, and Next Appointment Practitioner

Client ID

Name, Address, Date of Birth, Age, Preferred Phone and Total Billed

When grouped, each practitioner heading shows the business and the number of patients (or clients)

Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows. Often used to send birthday messages

Practitioner (first column, only when grouped)

Name split into Title, First Name and Surname

Address split into Address Line 1 to 4, Country (international only), State, Suburb and Postcode

Email

Client ID

No grouping: Contact Name, Contact Type, Preferred Phone, Email, Address, Organisation/Payer, Patient (or Client) Name and Contact Relationship

Grouped by patient: the same columns without the patient name. The group heading shows the patient name and date of birth

Grouped by contact: Patient (or Client) Name, Preferred Phone, Email, Address and Contact Relationship (these are the patient's details). The group heading shows the contact name, phone and email

Two Send Message buttons: Send Message To Patients (or Clients) and Send Message To Contacts. Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows

The Excel export lists the patient columns first, then the contact columns

Patient: Active, Client ID, First Name, Last Name, Date of Birth, Default Practitioner

Patient address split into Address Line 1 to 4, Country (international only), State, Suburb and Postcode

Patient phones and email: Preferred Phone, Home, Mobile, Work, Fax and Email

Contact: Active, First Name, Last Name, Organisation and Payer

Contact address (same parts as above) and Home, Mobile, Work and Fax phones

Created/Sent Date, Form Name and Status (the status date sits under the status)

Patient (the name links to the patient's file), Account and Tags

Default Practitioner and Treating Practitioner (the business sits under each practitioner)

Click a row to open the patient. Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows

Status Date

Date of Birth

Default Business and Treating Business

ClientID and FormID

URL Params (only when at least one form has URL params)

Six fixed columns: Name, Date of Birth, Address, Preferred Phone, Email and GP Name

When grouped by default practitioner, each practitioner is a group heading

Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows. The Default Practitioners button sets the default practitioner for every patient in the report

Name split into Title, First Name, Preferred Name, Middle and Surname

Address split into Address Line 1 to 4, Country (international only), State, Suburb and Postcode

Other phone numbers: Work Phone, Home Phone, Mobile and Fax

Identity and file details: File No, Gender, Pronouns, Sex, Archived (Y or N), Client ID

Notes and Warnings

Fee Category and Practitioner (title, first name, surname and business; this becomes the first column when Group by Default Practitioner is ticked)

Medicare no, Medicare IRN and Medicare Expiry

DVA No and DVA Type

Concession No and Concession Expiry

Health Fund, Health Fund Member No and NDIS No

Dates: Created Date, Consent Date and Privacy Policy Date

Practitioner, Initial Consults, Subsequent Consults and Total Visit Average (no patient names)

Grouped by Business: practitioners sit under each business, with sums (on screen only)

Name, Initial Consult Date, Last Consult Date, Next Appointment Date and Total Visits

Practitioner (or Business then Practitioner) is the group heading

Send Message (and Mailchimp, when connected) acts on every patient (or client) in the generated report, not only ticked rows

Practitioner

Name split into First Name and Last Name, and Date of Birth

Client ID and Active

Date, Status, Last Updated, Name, Recipient, Credits and Message

Group footers show totals such as Total Sent N Messages (N Credits)

Client ID

Business (first column, only when grouped)

Practitioner, Received, Sent and Credits

Business (first column, only when grouped)

Date, Status, Name, Recipient, Subject and Reason

Client ID

Business (first column, only when grouped)

Date, Name, Subject and User

Client ID

Patient (or Client) Name, Age / DOB, Past, Future, Total, Missed, Cancelled, Last Appointment, Next Appointment and Billed

Past is attended (excludes missed and cancelled). Future is upcoming (excludes cancelled). Total is past plus future (excludes missed and cancelled)

Billed is total billed amounts by item date, minus discounts

Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows

Client ID and File No.

Name split into Title, First Name, Preferred Name, Middle Name and Surname

Default Practitioner, Last Appointment Practitioner and Next Appointment Practitioner

Address split into Address 1 to 4, Suburb, State, Postcode and Country

Preferred Phone, Mobile, Work Phone, Home Phone, Fax and Email

Sex, Pronouns, Gender, Archived, Fee Category and File Created

The same columns as the Patient report type, plus Account and Account type

Account ID and Account Name, plus the same additional columns as the Patient report type

Row tick box, Active (a tick box you can change), Name, Address, Preferred Phone

Next Appt., Last Appt., Assigned To, Recall Type and Recall Due Date

Made By (the date it was made sits under the name) and Notes

When grouped, each group has a heading and a footer row

Change Status menu: Mark as Active or Mark as Inactive. This acts on the ticked rows only

Send Message, Tag and Archive act on every patient (or client) in the generated report. They are greyed out while any row is ticked, so untick all rows first. Change Status is the only action that uses ticked rows

Practitioner (only when grouped by Default Practitioner)

Name split into Title, First Name, Preferred Name, Middle and Surname

Address split into Address Line 1 to 4, Country (international only), State, Suburb and Postcode

Email

Made By Date

Client ID

Patient (or Client), No. and Billed

Grouped by source, then organisation, then referrer

The leading columns that identify the source and referrer, as in the Detailed report type

Patient (or Client), Address, Referral Date, No. and Billed

Grouped by source, then organisation, then referrer

Send Message and Tag (labelled Tag Patients or Tag Clients) act on every patient (or client) in the generated report, not only ticked rows

Source, Referrer, Organisation and Referrer Type

Name split into Title, First Name and Surname

Address split into Address Line 1 to 4, State, Suburb and Postcode

Client ID

Referrer (or Patient (or Client) when grouped), No. and Billed

Referrer name, organisation and type appear in the group headings

The leading columns that identify the referrer, as in the Detailed report type

Patient (or Client), Account, Address, Referral Date, Referral Expiry, No. and Billed

Grouped by referrer, or by Organisation or Default Practitioner then referrer when Group by is set

Send Message and Tag (labelled Tag Patients or Tag Clients) act on every patient (or client) in the generated report, not only ticked rows

Leading columns: Referrer, Organisation and Referrer Type (or Organisation first, or Practitioner first, depending on Group by)

Name split into Title, First Name, Preferred Name, Middle and Surname (international practices get Title, First Name and Surname only)

Address split into Address Line 1 to 4, Country (international only), State, Suburb and Postcode

Referrer address (Line 1 to 4, Country, State, Suburb, Postcode), Referrer Phone and Referrer Email

Organisation, Organisation Phone and Organisation Email

Client ID

Due Date, Task Type, Assigned To, Status, Created Date, Completed Date and Completed By

Priority and checklist show as icons

Patient (or Client) and Notes

Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows

Name split into Title, First Name, Preferred Name, Middle and Surname

Client ID

Priority and Checklist appear as text columns

Patient (or Client) Name, Account, Plan Name, Start Date and End Date

Allocated, Used, Remaining, Trigger, This Year and State

Future Appts. (only when Show future appointment calculations is ticked)

Allocated, Used and the other amounts are counts or dollar amounts, depending on how each plan is tracked

Click a row to open the patient. Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows

Name split into Title, First Name and Surname

Expiry (Days) and Treatment Range

Account Start Date and Account End Date

Default Practitioner and Client ID

Item Code, Schedule and Item Group

Patient (or Client) Name, Account, Plan Name, Period Start and Period End

Allocated, Used (In Period), Used (Rollover), Used Total and Remaining

Future Appts. (only when Show future appointment calculations is ticked)

Grouped by plan, with sum footers

Send Message, Tag and Archive act on every patient (or client) in the generated report, not only ticked rows

Name split into Title, First Name and Surname

Period

Client ID

Lodgement Date

Type

Result

Business

Name

Invoice # (a link, coloured by invoice status)

Medicare Number

IRN

Patient (or Client) is Claimant

Principal Provider No

Payee Provider No

Referring Provider No

Referral Date

Claim ID

Date of Service

Item Code

Description

Charge Amount

Benefit Amount

Title, First Name and Surname (in place of the single Name column)

Tick box, Date, Business/Settlement Account, Status (Issued or Unissued), Export Total, Balance and Export ID

Footer totals: Total Issued and Total Unissued balances

Expandable detail row for each export shows its CSV rows

Toolbar: Export CSV (downloads NDIS followed by the export ID, as a CSV file), Delete (type DELETE and give a reason) and Payment (opens Add Payment for one export)

RegistrationNumber

NDISNumber

SupportsDeliveredFrom

SupportsDeliveredTo (the same date as SupportsDeliveredFrom)

SupportNumber

ClaimReference (the invoice numbers joined with a slash, cut to 50 characters)

Quantity

Hours (shown as h:mm in the preview)

UnitPrice

GSTCode

AuthorisedBy, ParticipantApproved and InKindFundingProgram (always blank)

ClaimType

CancellationReason

ABN of Support Provider

Search NDIS Number box above the preview

Tick box, Date, Business, Status, Total, Balance and Export ID

Expandable detail row for each export shows its CSV rows

Toolbar: Export CSV, Delete (type DELETE and give a reason, with an extra warning for issued exports) and Payment (opens Add Payment for one export)

ProviderID

ClaimNumber

FirstName

FamilyName

ServiceDate

ClaimAmount

ServiceCode1

LineComment

UnitsClaimed

InvoiceID

Cells that fail validation are highlighted red: ProviderID must be 2 to 6 characters; ClaimNumber is required, up to 12 characters; FirstName and FamilyName are required, up to 20 characters; ServiceCode1 is required, up to 10 characters

ProviderID, ClaimNumber, FirstName, FamilyName, ServiceDate, ClaimAmount, ServiceCode1, LineComment, HoursClaimed, MinutesClaimed, DistanceClaimed, UnitsClaimed and InvoiceID (HoursClaimed, MinutesClaimed and DistanceClaimed are always blank)

File name is NZACCExport followed by the date (DDMMYYYY), with dates written as DD/MM/YYYY

Tick box, Date, Business, Business ABN (red if it is not 11 characters), Status, Total fee and Export ID

Expandable detail rows for each export

Toolbar: Export CSV, Delete and Payment (opens Add Payment for one export)

Code

Invoice Number

Invoice Date

Claim No

Provider No

Service Date

Service Time

End Date (always blank)

Item Code

An unnamed column (always blank)

Description

Fee

Quantity

Type (the unit of measurement)

Total

GST incld.

Search Claim Number box above the preview

Cells that fail validation are highlighted red: Claim No is required, up to 11 characters; Provider No is required, up to 8 characters; Item Code is required, up to 5 characters; Description is required, up to 60 characters

A Warning - Invalid Fields box lets you choose Proceed to Export or Cancel

File name is RTWSAExport followed by the date (DDMMYYYY), with dates written as YYYYMMDD. There is no column heading row

First line is a header record: 0, today's date, number of lines, total fee, business name, business address, business ABN and Tax Invoice

Then one line per item: Record Code, Invoice Number, Invoice Date, Claim No, Provider No, Service Date, Service Time (hh:mm), Service End Date (always blank), Item Code, a blank field, Description, Fee (unit price), Quantity, Unit of measurement, Total and a GST inclusive flag

First column titled Merchant ID / Health Fund / Business / Practitioner, and Total Benefits

Grouped by Merchant ID, then Health Fund, then Business, with practitioner rows beneath

Practitioner rows show the name and provider number (for example name - Prov. No. 1234) and health funds show the fund name and code in brackets

Group totals. With Group Consolidated Health Funds on, the footer shows Consolidated Funds and Unconsolidated Funds totals plus a grand Total

Merchant ID, Business, Practitioner, Provider No, Health Fund and Health Fund Code (each as its own column)

First column titled Merchant ID / Health Fund / Business / Practitioner / Date, and Total Benefits

Grouped by Merchant ID, then Health Fund, then Business, then Practitioner, with a row for each date

Group totals and the same consolidated and unconsolidated footer

Merchant ID, Business, Practitioner, Provider No, Health Fund and Health Fund Code (each as its own column)

Date

First column titled Merchant ID / Date / Health Fund / Business / Practitioner, and Total Benefits

Grouped by Merchant ID, then Date, then Health Fund, then Business, with practitioner rows beneath

Group totals and the same consolidated and unconsolidated footer

Merchant ID, Business, Practitioner, Provider No, Health Fund and Health Fund Code (each as its own column)

Date

Tick box

Date/Time

Name (a link)

Transaction Type

Status

Amount

Surcharge

Benefit Amount

Refunded (a money amount)

Business

Merchant ID

Delete button: select one approved transaction that has a linked payment (needs Edit access to invoices). It opens a delete payment dialog that can reverse the payment through Tyro

Date/Time, Transaction Type, Result, Response, Description, Charge Amount, Benefit Amount and Ref Tag

Nested items: Invoice #, Item Code, Description, Response Code, Claim Amount, Rebate Amount and Practitioner / Business

Date/Time, Transaction Type, Result, Amount, Surcharge, Trans Ref and Auth Code

Nested items: Invoice #, Item Code, Description, Payment Amount and Practitioner / Business

Title, First Name and Surname (in place of the single Name column)

Claim Date

Invoice # (coloured by invoice status)

A lock icon column (shown when the invoice is not open)

Patient (or Client)

Practitioner (the business is shown on a second line)

Type (Card Payment, Health Fund, Bulk Bill, Patient Claim, DVA, WC QLD or ICARE)

Reference (a link)

Status

Open Claim button

Print Claim button (enabled for DVA, bulk bill and patient claim types)

Clicking a row opens the invoice

Business (as its own column)

Client ID