Medicare Bulk Billing & AoB

A Medicare bulk-bill visit is created with all required pre-assignment or post-assignment details.

Before you begin

Permissions:
Create Visits and Arrive Appointments

About this task

Capture all required details for both pre-assignment and post-assignment AOB (Assignment of Benefit), and print the post-assignment consent form directly from the billing screen.

Procedure

To create a Medicare bulk bill visit:
  1. From the Patient search iconPatient Search, enter and select a patient.
  2. In the floating navigation bar, click Visit nav tabVisit.
  3. Create a Medicare bulk bill visit as described in Create a Visit.
    Tip:
    In the Visit panel, select Medicare from the Billing type list.
    Medicare Bill Type Example
  4. To create a Medicare bulk bill, click Process billing at the bottom-right.
    Medicare Bulk Bill List Example
  5. In the Medicare bulk bill list, add service items and enter an annotation if required in the Annotation field. For more information, refer to Initiate Billing.
    Medicare Bill List Example
  6. To print the DB4 - Post assignment form, select Print Post-assignment consent then select Yes or No from the Is the assignor the patient? list.
    Post-assginment Consent Example
    • Yes is selected by default for residents aged 16 years or older.
    • No is selected by default for residents under 16 years.
    • These default selections can be changed as required, regardless of the ages.
    Note:
    Is the assignor the patient? is displayed only when either Print Post-assignment consent or Pre-assignment consent is selected. The DB4 - Post assignment form is available for printing only when Print Post-assignment consent is selected. If Print Post-assignment consent is unselected, you can still issue the bills without printing the post-assignment consent form, but not all the post-assignment details are captured.
  7. Select Pre-assignment consent then select Yes or No from the Is the assignor the patient? list, and fill in the Agreement date .
    Pre-assginment Consent Example
    Note:
    The Agreement date is displayed when Pre-assignment consent is selected. The date is the current system date of the medical centre's timezone and cannot be a date in the future.
  8. To reset all the values, click Reset.
  9. To generate an invoice, click Issue.
    Note:
    Once issued, the details cannot be changed, and all fields become read-only.

Results

The DB4 - Post assignment form is generated in a new tab for the patient and can also be accessed and printed from the Transaction History tab. In the Transaction History screen, The Is Assignor the patient? column is automatically set for the selection made earlier in the Medicare bulk bill visit. If no assignment details were captured during the Medicare bulk bill visit, the selection is automatically set based on the resident's age, using the default age-based logic. For more information, refer to Patient Transaction History.


DB4 Form Example

The Assignment of Benefits report is added to the Financial Reports tab with all the summaries for selected visits, providers, or patients for financial review and reporting. For more information, refer to Generate Financial Reports.