Zedmed v35 pre-upgrade checklist

This is a list of tasks that must be performed in the days leading up to the v35 upgrade. 

Preparations

Hold (suppress) Medicare / DVA batching invoices long enough to ensure no batches are waiting to be transmitted or waiting for a reply from Medicare when you perform the v35 upgrade. Held invoices will appear in, and can be transmitted from, the Claims Status screen after the upgrade.

Hold (suppress) Tyro Easyclaim batching invoices long enough to ensure no batches are waiting to be transmitted or waiting for a reply from Medicare when you perform the v35 upgrade. Held invoices will appear in, and can be transmitted from, the Claims Status screen after the upgrade.

Hold (suppress) ECLIPSE batching invoices long enough to ensure no batches waiting to be transmitted or waiting for a reply when you perform the Zedmed v35 upgrade.

It does take longer to get a report from the ECLIPSE Claim Store, and different health funds have different response times, so you will need to hold the invoices for a longer period, which will depend on the practice's own turnaround time with ECLIPSE claims.

Note: Record what patients have suppressed invoices so you can locate and submit them after the upgrade.

Back up historical reports: After the upgrade, previous batch reports from Medicare will no longer be available. If you want to keep a copy of these reports, you can save them as PDF by following the “Preparing for the upgrade - Step 7” instructions in the migration guide. 

Considerations

For MA Online and Tyro private patient transactions: Invoices paid in full by private patients using MA Online and Tyro can be processed up to the Zedmed v35 upgrade. These invoices are processed and approved as part of the transaction and do not need to be held. If Easy Claim is required to process a Medicare rebate, the invoice will need to be held.

For AIR: You can transmit AIR claims up until the day of the upgrade because any errors are fixed by AIR and not reported back to Zedmed. However, you must not have any claims sitting in the Australian Immunisation Register - Management screen when you perform the upgrade.


These requirements have been reviewed and confirmed by the practice manager