Helix Updates

13 July, 2023

New financial reports✨

Practice Fees by Item Code Report: The Practice Fees by Item Code report offers a comprehensive breakdown of the services invoiced by each practitioner, based on the issued invoices. This report provides detailed information on work areas, visit types, item codes, and total invoiced values. It also includes the applicable Goods and Services Tax (GST) for relevant items.

For each item code, the report includes the following details: 

• Practitioner: The provider code of the practitioner who rendered the services.
• Invoiced to: The provider code for whom the services were invoiced.
• Work area code: The code representing the specific work area where the services were invoiced.
• Visit type: The type of visit for the provided services, such as Bulk Bill, DVA, Pre-Employment, Private, or Workers Compensation.
• Item Code: The unique code assigned to each service.
• Qty: The total number of services provided for each item code.
• Fees: The dollar amount of the item (exclusive of GST).
• GST: The total tax payable for the item.

Additionally, the report offers grouping options to break down the services provided by work area, visit type, or both. These breakdowns present the totals for each work area and visit type if applied.

Please note that any adjustments made to invoices are aggregated, and the report reflects the adjusted values in the respective month when the changes were made.

Receipts by Item Code Report: The Receipts by Item Code report provides a summary of the funds allocated to each item code for each doctor within the specified period between the ‘From:’ and ‘To:’ dates.

For each item code, the report includes the following details: 

• Practitioner: The provider code of the practitioner who rendered the services.
• Invoiced to: The provider code for whom the services were invoiced.
• Work area code: The code representing the specific work area where the services were invoiced.
• Visit type: The type of visit for the provided services, such as Bulk Bill, DVA, Pre-Employment, Private, or Workers Compensation.
• Item Code: The unique code assigned to each service.
• Qty: The total number of services provided for each item code.
• Amount Paid: The dollar amount that was paid against the item (exclusive of GST).
• GST Paid: The dollar amount of GST included in the payments.

Please be aware that the Deprecated reports are still available for your reference, allowing you to compare them against the new reports.

Should you have any questions or require further assistance, please don’t hesitate to contact our customer support team.