Submit a Patient claim
Before submitting Patient Claims, you'll just need to ensure you've followed our handy Medicare setup checklist.
Step 1 - Select a Patient Claim
- Submitting a Patient Claim starts by creating a new invoice
- As pictured above, select 'Patient Claim' from the 'Medicare Claim' drop-down list
- The 'Service Category' may also need to be set
Step 2 - Add Consultation Information
The compulsory fields to enter at this step are:
- Date of Consultation
- Provider Number
Step 3 - Billing Information
- Enter the relevant Service Type by starting to type in the item code. The fee, owing amount and other fields should then automatically populate
- Press the '$' symbol to record a payment against the Service Type. This will usually need to be done for a Patient Claim as the patient has paid 'up front' for the consultation
- Tick the 'Transmit' box, to indicate that you wish to send this claim to Medicare for processing
- Occasionally, 'Flags' may be required to supply extra information about the consultation to Medicare
Step 4 - Client Information
The client information should populate automatically, based on the information recorded in the client's file. If not, you can fill out these fields specifically for this claim.
If the client is under the age of 18, the Change Claimant button can be used to enter the details of a parent or guardian who can claim on behalf of the client.
Step 5 - Referral\Request Information
Similarly to Step 4, the referral details should automatically populate based on the Client's details. Again, these can be manually updated if needed.
Step 6 - Claim Information
- The 'Certificate Store' should already be set by default
- 'Authorised by Client', 'Send request now' and 'Submit claim to Medicare assessor' should all be set to 'Yes'
- If activated within your Medicare claiming defaults, you can also alter the 'Payee provider number'
- In this section, you can optionally specify banking details for the claim. This dictates where Medicare will send the rebate
Step 7 - Save the Invoice
Luke Darmanin -