Batching Worldcare Invoices

NOTE: TO BATCH TO WORLDCARE YOU MUST HAVE THE EMAIL MODULE SET UP IN GENIE (See Email)

Open the Maintenance window (File > Maintenance and Reports) and go to Daily Chores.

Click the Manual Batching button.

Click the New Batch button.

Click the Other radio button and select “OSHC Worldcare” from the displayed list.

Select the provider.

Enter a Batch number. This should be something like WA1001, then WA1002, WA1003 etc. for subsequent claims.

Press the Tab  key to assign the Batch number to the displayed items.

Once you have done this, a button called Email to Worldcare will appear.

Click on this button. The first time you do this you will be asked to create an email address record for Worldcare. Subsequently, you will simply be asked to confirm that this is still the correct email address.

Genie will then create an email to Worldcare with a file attached containing the claim data. The actual file is created in a folder named 'Worldcare Batches' inside the Genie folder. The file name is your Provider code, followed by an underscore, followed by the Batch number.eg. UMHS_WA1001.csv.

You don’t have to do anything with this file. Genie just stores it here in case you need to check the contents if there is a problem. You can delete these files regularly if you wish. However, don’t delete it until you have sent the actual email to Worldcare, otherwise it will arrive without its attachment!

To view, encrypt and send the actual email, select Open > Email. The email module will open displaying your Inbox. Select the Outbox and you should see the email sitting there. The email is not actually encrypted or sent until you manually do so by clicking Encrypt and then Send Now. If you have set up email to check for new mail at regular intervals the email will not be encrypted. (For more information on encryption see Encryption and Keys)

IMPORTANT NOTE: This email must be created on the same computer that will be used to send it. That is, you cannot create this email on one computer and then send the email from another computer, because the second computer cannot access the attachment stored on the first computer.

To batch Medibank Private OS accounts see Manual Batching