Reports and Reconciliation

There are two types of integrated health fund reports: a claims reconciliation report and a payments reconciliation report. The claims reconciliation report provides a list of all claims processed for a given calendar day. The payments reconciliation report provides a report of payments made for approved claims that are settled by HealthPoint. Funds that are classified as non-consolidated by HealthPoint (currently only HCF) will not appear in these reports.

Please note that developing reporting features is optional, but recommended to ease provider financial reconciliation.

Demo

This example using jsFiddle shows how iClient can be used to access canned reports.

Demo - JS Fiddle

Note on JS Fiddle Please don't click on the Save button if you make any changes in the JS Fiddle sample app. Instead, please press run if you have made any changes. If you click save, it may break sample functionality.

HealthPoint Claims Reconciliation Example

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// Claims Report for 21st September, 2024
iclient.healthpointReconciliationReport(
    {
        reportType: "claims",
        reconDate: "20240921"
    },
    yourPosCode.reportCallback
);

The response body consists of the following XML elements (see table below for example):

Response element name Description
claims-reconciliation-response/claims-reconciliation Contains report header elements
claims-reconciliation-response/claims-reconciliation/healthpoint-terminal-id Terminal id in the HealthPoint system (This value is different to the Tyro TID)
claims-reconciliation-response/claims-reconciliation/claim-date Date (in yyyyMMdd format) of claims included in the report. Note date can differ from submission due to amendments
claims-reconciliation-response/claim Contains details of a claim.
claims-reconciliation-response/claim/terminal-date-time Timestamp (in yyyyMMddHHmmss format) when terminal submitted a claim
claims-reconciliation-response/claim/transaction-date-time Timestamp (in yyyyMMddHHmmss format) claim was received by HealthPoint
claims-reconciliation-response/claim/response-date-time Timestamp (in yyyyMMddHHmmss format) claim response was received byHealthPoint
claims-reconciliation-response/claim/settlement-date-time Timestamp (in yyyyMMddHHmmss format) when settlement issued
claims-reconciliation-response/claim/provider-id Provider who made the claim.
claims-reconciliation-response/claim/private-health-fund-id Fund that processed the claim
claims-reconciliation-response/claim/ref-tag Unique transaction reference, included on receipts
claims-reconciliation-response/claim/status Status of the claim, as shown below
Status Definition
NEW Claim is approved but not yet settled.
CAN Claim has been cancelled.
VOID Claim rejected by user.
AVOID Claim autovoided (reversed) due to system error.
PAY Settled via HealthPoint consolidated settlement.
PRC Required action processed (reversed).
TPY Test Paid. Settled by fund directly.
EST Rebate Estimate. Gap amount returned but not an approved claim.
Response element name Description
claims-reconciliation-response/claim/total-claim-amount Total claim amount in cents.
claims-reconciliation-response/claim/private-health-fund-total-benefit-amount Benefit amount in cents.
claims-reconciliation-response/claim/private-health-fund-response-code Response code from the fund, or 32 for adjustment, or 93 if no response from fund.
claims-reconciliation-response/claim/text Any text entered when the claim was amended.
claims-reconciliation-response/check Reconciliation data summary. Can be used to check that all expected claims have been received and processed.
claims-reconciliation-response/check/total-number-claims Total number of claim elements.
claims-reconciliation-response/check/sum-benefit-amount Sum of all benefit amounts, in cents.
claims-reconciliation-response/check/sum-claim-amount Sum of all claim amounts, in cents.

Example claims reconciliation report response XML

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<claims-reconciliation-response>
    <claims-reconciliation>
        <healthpoint-terminal-id>TYR11111</healthpoint-terminal-id>
        <claim-date>20240921</claim-date>
    </claims-reconciliation>
    <claim>
        <terminal-date-time-time>20240921123455</terminal-date-time>
        <settlement-date-time>20240921040000</settlement-date-time>
        <response-date-time>20240921123455</response-date-time>
        <transaction-date-time>20240921123455</transaction-date-time>
        <provider-id>2147661H</provider-id>
        <private-health-fund-id>PHF00999</private-health-fund-id>
        <ref-tag>0000010</ref-tag>
        <status>e.g. NEW, PAY, TPY (see table above)</status>
        <total-claim-amount>10000</total-claim-amount>
        <private-health-fund-total-benefit-amount>5000</private-health-fund-total-benefit-amount>
        <private-health-fund-response-code>00</private-health-fund-response-code>
        <text>any text entered when claim was amended</text>
    </claim>
    <claim>
        <terminal-date-time>20240921123455</terminal-date-time>
        <settlement-date-time>20240921040000</settlement-date-time>
        <response-date-time>20240921123455</response-date-time>
        <transaction-date-time>20240921123455</transaction-date-time>
        <provider-id>2147661H</provider-id>
        <private-health-fund-id>PHF00999</private-health-fund-id>
        <ref-tag>0000011</ref-tag>
        <status>e.g. NEW, PAY, TPY (see table above)</status>
        <total-claim-amount>10000</total-claim-amount>
        <private-health-fund-total-benefit-amount>5000</private-health-fund-total-benefit-amount>
        <private-health-fund-response-code>00</private-health-fund-response-code>
        <text>any text entered when claim was amended</text>
    </claim>
    <check>
        <total-number-claims>2</total-number-claims>
        <sum-benefit-amount>10000</sum-benefit-amount>
        <sum-claim-amount>20000</sum-claim-amount>
    </check>
</claims-reconciliation-response>

Report Unavailable Response Body

If the report is unavailable, a report unavailable response is returned:

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<claims-reconciliation-response>
    <claims-reconciliation>
        <healthpoint-terminal-id>TYR11111</healthpoint-terminal-id>
        <claim-date>20240921</claim-date>
    </claims-reconciliation>
    <unavailable>
        <text>Report unavailable.</text>
        <text>Please try again later.</text>
    </unavailable>
</claims-reconciliation-response>

Payment Reports

HealthPoint Payments Reconciliation Example

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// Payments Report for 21st September, 2024
iclient.healthpointReconciliationReport(
    {
        reportType: "payments",
        reconDate: "20240921"
    },
    yourPosCode.reportCallback
);

The response body consists of the following XML elements (see table below for example):

Response element name Description
payments-reconciliation-response/payments-reconciliation Contains report header elements.
payments-reconciliation-response/payments-reconciliation/healthpoint-terminal-id Terminal id in the HealthPoint system (This value is different to the Tyro TID).
payments-reconciliation-response/payments-reconciliation/payment-date Date that payment settlement instruction was sent
payments-reconciliation-response/payment Contains details of a settlement payment
payments-reconciliation-response/payment/terminal-date-time Timestamp (in yyyyMMddHHmmss format) when terminal submitted a claim
payments-reconciliation-response/payment/transaction-date-time Timestamp (in yyyyMMddHHmmss format) claim was received by HealthPoint
payments-reconciliation-response/payment/response-date-time Timestamp (in yyyyMMddHHmmss format) claim response was received by HealthPoint
payments-reconciliation-response/payment/settlement-date-time Timestamp (in yyyyMMddHHmmss format) the payment submitted to a provider
payments-reconciliation-response/payment/provider-id Provider who made the claim
payments-reconciliation-response/payment/private-health-fund-id Fund that processed the claim
payments-reconciliation-response/payment/ref-tag Unique transaction reference, included on receipts
payments-reconciliation-response/payment/total-claim-amount Total claim amount in cents
payments-reconciliation-response/payment/private-health-fund-total-benefit-amount Benefit amount in cents
payments-reconciliation-response/payment/private-health-fund-response-code Response code from the fund, or 32 for adjustment from HealthPoint
payments-reconciliation-response/payment/payment-amount Amount paid for the claim, in cents
payments-reconciliation-response/payment/text Any text entered when the claim was amended
payments-reconciliation-response/payment/bsb BSB number for settlement
payments-reconciliation-response/payment/account-number Bank account number for settlement
payments-reconciliation-response/payment/payment-reference Bank Lodgement Reference displayed on bank account statement
payments-reconciliation-response/check Reconciliation summary data. Can be used to check that all expected claims have been received and processed.
payments-reconciliation-response/check/total-number-paments Total number of payment elements
payments-reconciliation-response/check/sum-payment-amount Sum of all payment amounts, in cents
payments-reconciliation-response/check/sum-claim-amount Sum of all claim amounts, in cents

Example Payments Reconciliation Report

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<payments-reconciliation-response>
    <payments-reconciliation>
        <healthpoint-terminal-id>TYR11111</healthpoint-terminal-id>
        <payment-date>20240921</payment-date>
    </payments-reconciliation>
    <payment>
        <terminal-date-time>20240921123455</terminal-date-time>
        <settlement-date-time>20240921040000</settlement-date-time>
        <response-date-time>20240921123455</response-date-time>
        <transaction-date-time>20240921123455</transaction-date-time>
        <provider-id>2147661H</provider-id>
        <private-health-fund-id>PHF00999</private-health-fund-id>
        <ref-tag>0000010</ref-tag>
        <total-claim-amount>10000</total-claim-amount>
        <private-health-fund-total-benefit-amount>5000</private-health-fund-total-benefit-amount>
        <private-health-fund-response-code>00</private-health-fund-response-code>
        <payment-amount>5000</payment-amount>
        <text>any text entered when claim was amended</text>
        <bsb>069690</bsb>
        <account-number>100001</account-number>
        <payment-reference>your payment ref</payment-reference>
    </payment>
    <payment>
        <terminal-date-time>20240921123455</terminal-date-time>
        <settlement-date-time>20240921040000</settlement-date-time>
        <response-date-time>20240921123455</response-date-time>
        <transaction-date-time>20240921123455</transaction-date-time>
        <provider-id>2147661H</provider-id>
        <private-health-fund-id>PHF00999</private-health-fund-id>
        <ref-tag>0000011</ref-tag>
        <total-claim-amount>10000</total-claim-amount>
        <private-health-fund-total-benefit-amount>5000</private-health-fund-total-benefit-amount>
        <private-health-fund-response-code>00</private-health-fund-response-code>
        <payment-amount>5000</payment-amount>
        <text>any text entered when claim was amended</text>
        <bsb>069690</bsb>
        <account-number>100001</account-number>
        <payment-reference>your payment ref</payment-reference>
    </payment>
    <check>
        <total-number-payments>2</total-number-payments>
        <sum-payment-amount>10000</sum-payment-amount>
        <sum-claim-amount>20000</sum-claim-amount>
    </check>
</payments-reconciliation-response>
    

Payments Reconciliation Report Unavailable Response Body

If the report is unavailable, a report unavailable response is returned:

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<payments-reconciliation-response>
    <payments-reconciliation>
        <healthpoint-terminal-id>TYR11111</healthpoint-terminal-id>
        <payment-date>20240921</payment-date>
    </payments-reconciliation>
    <unavailable>
        <text>Report unavailable.</text>
        <text>Please try again later.</text>
    </unavailable>
</payments-reconciliation-response>
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