While Medicare will pay your bulk bill or DVA (Department of Veterans' Affairs) claims directly to your bank account, you will still need to manually receipt these in Genie to finalise your invoices and maintain the health of your financial data.
- Navigate to File > Maintenance and Reports > Daily > Bulk Bill / DVA Transmission.
- Change the view by switching the Show drop-down on the left to Ready to Receipt.
- Examine the claim(s) sitting in Ready to Receipt. The Claimed and Paid columns must match exactly. If they match, you can highlight each claim individually and click the button.
If you receive an alert at this point, it's likely that you have not dealt with the exceptions properly, or Medicare has paid multiple claims on one payment run. You can click Retrieve Reports to re-retrieve the exceptions report, or View Payment to determine what other claims need to be in Ready to Receipt before you can receipt.
- In the Receipt window that appears, the payment details (paid amount, paid date, bank account) will be automatically filled in. Simple click the button (Ctrl / Cmd + A) to apply the payment to each item in the claim and reduce the Balance Owing to $0.00, then choose to Store or Print the receipt.
The claim will then disappear from the Ready to Receipt view and move to Finalised. You can view finalised claims at any time by choosing this option from the Show drop-down.