Medicare patient paid claim

Case Manager enables you to manage patient payments via the integrated claiming service provider.

This is a two step process. You accept full invoice payment from the patient and then submit the patient's claim to Medicare.

The MBS refund amount is subsequently returned to the patient by the method specified in their Medicare account.

Make sure that the most important invoice requirements listed at Setting up for Medicare have been met before you submit a claim. You will be informed when your claim is missing any other required information. You can add this at appropriate place(s) in Case Manager and re-submit the claim.

Submit patient paid claim

To submit a patient paid claim select the invoice they paid at the client's Account tab. Locate the bottom of the invoice costs details and click Medicare Claim.

The Submit Medicare Claim window appears. The instructions for the rest of the process are the same as for a Bulk bill claim, except that the option you select at step 4 is Patient paid.

See Bulk bill claim for full details of submitting the claim.