How do I add patients' Medicare details?

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There are a number of places where you can add a patient's Medicare details. This can be done from their appointment details, from their patient profile or from one of their invoices.

 

To add a patient's Medicare details from an appointment:

  1. Click the appointment.
  2. In the Medicare Claim section, click the Edit (pencil) icon to the right of "Medicare Card Number".
  3. Enter the Medicare Card Number, Individual Reference Number and Expiry Date.
  4. Click Submit.

To add a patient's Medicare details from their patient profile:

  1. From the patient's profile, click the Funding tab.
  2. If existing Medicare details already exist, click the Edit (pencil) icon next to Medicare in the Claims & Referrals section and make the required changes, then click Submit. Otherwise, click New Claim in the top-right of the page and continue.
  3. Enter Medicare as the Funder and click Next.
  4. Enter the Medicare Card Number, Individual Reference Number and the Expiry Date.
  5. Click Next. You can enter referral details now or later.

To add a patient's Medicare details from an invoice:

  1. In the Medicare Claim section, click the Edit (pencil) icon next to the Medicare Number.
  2. Enter the Medicare Card Number, Individual Reference Number and the Expiry Date.
  3. Click Submit.
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