Accessing the PBS Claims and Reports

To view all the Claim and PBS Reports available:

1. Go to Z Dispense > Claims
   
   
2. The Claims window should appear:
   
   
3. Select the Reports button to bring the list of reports:
   
   

Reports

Detailed Claim Report

The Detailed Claim Report show you all the successful transactions in the selected claim period sent to Medicare.

This report can be used to help you reconcile your claim period at a prescription detail level and can be used to check for any discrepancies between the estimated rebate and the actual rebate. 

1. From the Reports menu, select Detailed Claim Report then either the PBS Detailed Claim Report or PBS Under-Co Detailed Claim Report
   
   
2. The Report Parameters popup should appear:
   
   
   
   Enter claim period: The claim period you wish to view the report for
   Enter Min $ difference: Filter for scripts where the $ discrepancy between the actual rebate and and the estimated rebate
   Enter Min. % difference: Filter for scripts where the % discrepancy between the actual rebate and and the estimated rebate
   
   
3. Press OK to generate the report
   
   
   

Weekly Payment Report

The Weekly Payment Report shows the scripts in the selected claim period you were debited or credited for in each weekly payment.

This report can be used to help you reconcile your bank account and ensure that correct amount was credited or debited by Medicare.

1. From the Reports menu, select Weekly Payment Report then either the PBS Weekly Payment Report or PBS Under-Co Weekly Payment Report
   
   
   
   
2. The Report Parameters popup should appear:
   
   
3. Enter the Bank Reference Number into the field
4. Press OK to generate the report
   
   

Reconciliation Report

The Reconciliation Report provides an itemised summary of the payments you received from Medicare for the selected claim period.

This report can be used to ensure you have received the correct payments from Medicare.

1. From the Reports menu, select Reconciliation Report then either the PBS Reconciliation Report or PBS Under-Co Reconciliation Report
   
   
2. The Report Parameters popup should appear:
   
3. Enter the Claim Period you wish to view the report for
4. Press OK to generate the report
   
   

Rejections Report

The Rejections Report shows all the scripts in the selected claim period that were rejected or not successfully transmitted to Medicare.

1. From the Reports menu, select Rejections Report
   
   
2. The Report Parameters popup should appear:
   
   
3. Enter the Claim Period you wish to view the report for
4. Press OK to generate the report
   
   

Deleted/Holding Report

The Deleted/Holding Report shows all the scripts in the selected claim period that were deleted or placed on Hold from Medicare.

1. From the Reports menu, select Deleted/Holding Report then either the Detailed or Summary
   
   
   
   
2. The Report Parameters popup should appear:
   
   
3. Select the Claim Period you wish to view the report for and if you want to see either Deleted, Holding or Both Deleted and Holding Scripts
4. Press OK to generate the report