This page relates to Medicare rebates paid to patients, where the patient pays you the full fee amount and then claims a rebate from Medicare. For information about bulk bill or DVA rebates paid into a practitioner's account, please see bulk billing and DVA rebates.
Halaxy allows you to process Medicare rebates for your patients simply by clicking a button on an invoice. Rebates are processed overnight without the hassle of going to a Medicare office, and without the expense of investing in an EFTPOS facility (which is more time-consuming to use than online claiming).
Processing a claim costs 1 credit. The cost will be refunded for claims that are not successful.
A video that demonstrates invoices, payments and how to process Medicare rebates in Halaxy is available here:
Before you can process Medicare and DVA rebates through Halaxy, you need to do two things:
Once you have done these two things, you can process Medicare rebates in Halaxy simply by navigating to the invoice and clicking to process the payment or marking the invoice as paid, then clicking Process Rebate on the invoice.
If you have any queries about a specific invoice, you can contact Medicare on 1800 700 199.
You may be required to verify a patient's Medicare/DVA details before being allowed to process a claim.
Adding a patient's bank account details to their profile ensures that Medicare can provide rebates to them overnight. Only savings and transaction accounts can be added, as Medicare will not pay rebates into credit cards (though debit accounts are acceptable).
To add patient bank deposit account details:
Go to a patient's profile and click the Funding tab.
In the Bank Account section, click Add Account.
Enter the patient's account name and deposit account information (branch code and account number), then click Save.
The account details are saved to the patient's profile. Whenever you successfully submit a claim to Medicare on behalf of the patient, the rebate will be deposited into this account.
If a claimant is listed, the rebate is paid into the claimant's account and not the patient's.
The rebate amount is provided to the patient (or claimant) in one of three ways:
into their bank account, using the bank deposit account details that you have entered on the Funding page of their profile;
into their bank account, using the bank deposit account details that the patient has provided Medicare directly (NOTE: not all patients have done this, so adding patient bank account details to the patient profile in Halaxy is preferable); or
If no bank details are available, in a cheque sent to the patient at their address listed with Medicare.
Halaxy allows you to automatically process your Medicare, bulk bill and DVA rebates for a completely hands-off approach. Please see the instructions in the linked article.
You can process Medicare rebates for eligible appointments and invoices by following these steps:
Go to the invoice and process the payment, or click Mark as Paid to record a payment processed outside of Halaxy. The invoice must be marked as paid in full before you process the rebate; if there is no payment marked or only partial payment, Medicare will send the rebate as a cheque in your name to the patient's address, which is usually inconvenient for practitioners and patients.
In the Patient Rebates section, click Process Rebate. A pop-up will appear.
From the pop-up, you can:
select which fees to process if the invoice has multiple eligible fees;
Click Additional Information to add additional information if the claim would otherwise be ineligible (entering information into this field will cause the claim to be processed by a Medicare representative rather than automatically, which may delay payment by 1-2 days); and
for patients who have recently been in hospital based on Medicare's records, confirm in the drop-down menu whether the treatment was aftercare-related or not (if the treatment is not aftercare-related, Medicare pays the claim; if the treatment is aftercare-related, Medicare does not pay the claim). This is not relevant for DVA claims.
If the claim meets Medicare’s criteria, you receive a message that the claim was successfully submitted to Medicare, with the Statement of Claim and Benefit shown. This can be provided to the patient.
If Medicare accepts but cannot immediately process the claim, you are provided with the Lodgement Advice (that you may provide to the patient) and the claim goes through an extra level of checking by a Medicare officer with the rebate generally processed up to three days later.
If the claim is not successful, Medicare advises you of the error code so that you can rectify the issue. The claim status will show as "Not processed" and can be reprocessed from the invoice.
If a claim is not successful, you can either click Accept to continue submitting the claim to Medicare for a case officer to review (you will be provided a Lodgement Advice), or click Reject to stop the claim being processed so that you can rectify any errors before submitting the claim again.
Try to resolve the issue yourself first by following any instructions the error code provides first. If that is unsuccessful, in all cases you should contact the Medicare eBusiness Service Centre on 1800 700 199.
To reset a Medicare claim, go to the invoice and click Get Report, then click Reset and confirm. This will allow you to resubmit the claim.
You can "unreset" an invoice that has already been reset by following this process and clicking the Revert icon.
When you click Get Report while resetting a Medicare claim, there will be no report available because you have not successfully submitted the claim. The message from Medicare tells you how many days ago you tried to process the claim.