Your coreplus claiming defaults allow you to enable the various types of Medicare claiming. You can also pre-define some options that should make the claiming process run more smoothly.

1. Navigate to Dashboard

2. Settings > Add-Ons

3. Select Medicare > Set Defaults

Online patient verification

Both of the above checkboxes are used to enable Verification tools. These can be used to confirm that your Proda is working and verify that client's details on record are up-to-date.

Once you've set up your defaults, click Save at the top of the page

Enable Bulk Bill functionality
This option allows you to submit Bulk Bill claims to Medicare. If this check box is not selected you will not have the option to create a bulk bill claim on the invoicing page.

Service Type
This is the definition of your profession under Medicare. Typically allied health professionals and specialists should select "Specialist" and General Practitioners select "General".
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Principal Provider number
This field is otherwise known as the payee provider number and indicates where payments for Bulk Bill claims are directed to. Make sure to check out how to add a provider number.

Users can change this when claiming
Enabling this option grants practitioners the ability to change the Payee Provide Number while creating invoices. Once this is enabled an additional field (Payee Provider Number) will be displayed on the invoices.

🛑 It is important to select the correct service type as Medicare will often reject claims that are submitted with the incorrect service type.

Enable Patient Claiming Functionality
This option allows you to submit Patient claims to Medicare. If this check box is not selected you will not have the option to create patient claims on the invoicing page.

Service Type
This is the definition of your profession under Medicare. Typically, allied health professionals and specialists should select "Specialist" and General Practitioners select "General".

Principal Provider number
This field is otherwise known as the payee provider number and indicates where payments for Bulk Bill claims are directed to.

Users can change this when claiming
Enabling these options grants the practitioner the ability to change the Payee Provide Number while creating invoices. Once this is enabled an additional field (Payee Provider Number) will be displayed on the invoices.

🛑 It is important to select the correct service type as Medicare will often reject claims that are submitted with the incorrect service type.

DVA claims can be broken down into two sections - Medical and Allied Health. Although they are both DVA claims, they each represent different areas within the health industry. Please see below for which area may be relevant to you.

Enable DVA Medical Claiming functionality

This option allows you to submit DVA Medical claims to Medicare. If this check box is not selected you will not have the option to create DVA Medical claims on the invoicing page.

Default DVA Medical Service Category

Select the appropriate category for the claims that you will be submitting to Medicare

Enable DVA Allied Health Claiming functionality

This option allows you to submit DVA Allied Health claims to Medicare. If this check box is not selected you will not have the option to create DVA Allied Health claims on the invoicing page.

Default DVA Allied Health Service Category

Select the appropriate category for the claims that you will be submitting to Medicare.

Principal Provider number

This field is otherwise known as the payee provider number and indicates where payments for Bulk Bill claims are directed to.

Users can change this when claiming

Enabling this option grants the practitioner the ability to change the Payee Provide Number while creating invoices. Once this is enabled an additional field (Payee Provider Number) will be displayed on the invoices.

This option allows you to toggle the default setting on whether you want to submit the claim straight away when saving an invoice. Setting the Send request now default to Yes means the invoice will automatically be sent when the invoice is first saved.

🛑 If the majority of your claims will be Patient claims, we recommend setting the Send request now default to No so that you don't accidentally send unpaid Patient Claims to Medicare.