This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Accounting Menu configuration can be access via Administration > Accounting. This is where all account related configuration and setup are done in CareRight.
Under the Accounting Menu you can access the following sub-menus:
| |
| |
| |
|
|
|
|
|
|
|
|
|
|
The main screen of the Accounting Setups (Main Choices) Menu displays the following fields:
Details
Field | Description | Example / Values |
Level at which the associate is specified | Practice, Account or Invoice | |
Banking Deposit Slip method | Describes the field names used when adding a Cheque into careright. This will also be reflected when printing out the Location > Banking > Print Bank Copy | Bank/Branch
Cheque Number / Account Number
|
Location | Default accounting location. | |
Assistant Item Type | The specific item type when billing for assistance. eg Which category of items will be used to bill assistance by an external doctor? | Assistance (Refer to Codes - Appendix 1) |
Indefinite Referral period | Describes how long a referral is valid for when it is considered "Indefinite"; for the purposes of invoicing. | 5 |
Ask for Multiple Procedure Rule | When creating invoices, will prompt users if the Multiple Procedure Rule should be applied when more than 1 procedure is listed on an invoice. Some clients require the MPR for medicare invoicing others do not. | Yes/ True / Checked |
Show Direct Deposits on Banking screen | This enables Direct Deposits to be included in Banking | No / False / Unchecked (Default) |
| Hide "Payment from Guarantor" from Patient Accounts screen | If set to Yes, then the Payment from Guarantor button will be hidden from the following screens:
| No (default) |
| Enable Loan Accounts (Check Box) | Toggle a global setting to enable or disable loan accounts. The term "Loan" can be changed using Translation features. | Enable/Disable |
| Enable opening balances | This feature only applies to clients who migrate from other platforms. If set to Yes, in Location > Account Balance screen a user can filter data based on date range | No (default) |
Hearing Services
Field | Description | Example / Values |
Minor Customer ID | 123456456 | |
Contracted ServiceProvider ID | 2478213 | |
Name of ContractedService Provider | ACME Audiology Services | |
3FAHL (Right) | (Drop down) | 3FAHL (Right) |
3FAHL (Left) | (Drop down) | 3FAHL (Left) |
Transaction Location | (Drop down) | |
Batch Counter | 1 |
Medicare
Field | Description | Example / Values |
Default Location ID (Minor ID) | This is the Minor ID you have registered with Medicare | CLL000000 |
| OEC Location ID (Minor ID) | Auto-generated Minor ID used during OEC requests. | CLL90000 |
Sender | This is an email address |
GST & Income Tax
Field | Description | Example / Values |
This practise is registered for GST (check box) | True / Yes / Checked | |
Tax Period | Describes when you lodge your Business Activity Statements. | Quarterly or Monthly |
ABN Specified at | Describes the structure of the organisation using CareRight. Where a practice is the primary entity with an ABN, Practice should be chosen. Where a practice has multiple providers with their own ABNs; Medical Provider should be chosen. This influences invoice generation and bank reporting. | Practice or Medical Provider |
Practice ABN | ABN Number used when ABN Specified At has been set to Practice. | |
ABN Branch Extension | The Extension required when billing HSP (Hearing Services Program) items to government agencies | |
GST Rate | This is the tax rate (percentage) | 10% |
Current Tax Period | ||
From | This is a Date field | Note: These dates should only be updated when your current GST/Tax reporting period is finalised. This sets the minimum date for all receipts in the system. Choosing future dates will cause revenue to be receipted as of the upcoming period. |
To | This is a Date field | |
Income Tax Exempt (check box) | True / Yes / Checked | |
Line Items | ||
| Print details | Select a preferred option for printing an invoice for a Line item. | Your description: Will print the "Your description" text entered to the item number instead of MBS description. |
BPAY | ||
| Enable BPAY | Tick box to be enabled if BPAY is accepted. | |
| Biller Code Specified at | Specify if the biller code level | Practice, Medical Provider, Service Location |
| BPAY Biller Code (Practice) | Enter the Practice Biller code here
| |
Printing
Field | Description | Example / Values |
Line Item print details | This is the level of printing on the patients invoice. (drop down) | Short description + item description for online claims |
| Search by Description | If enabled, user can search for an item by description | Disabled by default |
Ageing
Field | Description | Example / Values |
Referrals | ||
Number of extra days in the current period | Accounts are aged in 30, 60, 90 days. incrementing this value will add / subtract that number of days from the period. | with a value of 4 With a value of -4 |
Last aged referrals on | ||
Accounts | ||
Last aged accounts on | ||
Transaction Means (6.73 Product Feature)
CareRight has a fixed list of "means" used when receipting as follows:
- Cash
- Cheque
- Credit Card (Manual)
- Eftpos (Savings A/C)
- Direct Deposit
- Cheque for External Payee
- Eftpos (Credit A/C)
An additional panel to enable/disable the different means. Direct Deposit is always enabled and cannot be changed.
To Edit the Accounting Setups
- Select the Edit button on the Accounting Setup screen.
- Updated / Complete the relevant fields (as above).
- Select Update Account Setup button.
OEC Minor ID (v.6.67.1 Enhancement)
A new field called OEC Location ID (Minor ID) has been created to support the transmission of both Eclipse IHC claims and OEC requests. A separate Minor ID dedicated to OEC Requests is required in order to accommodate the backend complexities of Medicare systems used in multi-hospital installations of CareRight.
The OEC Minor ID is automatically generated from the configured Minor ID used in the broker.yml file. The number is identical to the minor ID used in broker.yml, except that the first numeric value of "0" is replaced with a "9":
Verification
CareRights enables administrators to verify that the auto-generated OEC Minor ID correlates with the original Minor ID. This can be done by selecting Run verification (or Verify again) in the Medicare panel of the Accounting setups screen.
If the verification fails, then the OEC screen appears so that the issue can be investigated.
