Create an invoice for a patient covered by Medicare (bulk bill) or DVA.
Considerations
- For Medicare patients 14 or under, the parent must be added as an account payer.
- If the patient is 15 or older and linked to their parents' Medicare Card, the parent will receive the rebate.
- For a Medicare claim to be approved, a patient's details must match their Medicare card, specifically:
- The Surname must be an exact match to the family name on the Medicare card.
- The First name must be an exact match to the Medicare card.
- The Initial is optional, but if it's entered in the Initial field in Patient Details, it must be the same as the Medicare card.
- Medicare number must include the Individual Reference Number (IRN).
Create an invoice
To invoice the patient and submit a DVA or Medicare claim:
- Go to Zedmed's Reception tab.
- Select Patients or Waiting Room then locate the patient and open their record.
Billing is usually initiated from the Waiting Room (after the consultation) by right-clicking the patient and selecting Bill.
If you are billing from the Patient Record, Open the Patient Record and select Bill from the top menu - Check that the Payers field shows DVA or Medicare
- Select Patient Verification.
The Patient Verification dialog will open. - Select OK and a check will run and advise if the patient is eligible for Medicare or DVA claims.
To learn more, see our Easyclaim eligibility article.
- Add the service items to the invoice.
To add items for invoices raised from the Waiting Room, select Add All to add the code/s in the Doctor Assigned Billing Codes box.
To add items manually, enter the service's item code into the Item# field, then press Tab to populate the other fields.
There is no estimated refund or gap, as no payment is being taken. - Select Add to move each item to the display area.
- To modify a service, select it and select Change. This will place the service into the editable fields.
- To delete a service, select it and select Change, then select Delete.
- To print the invoice, select Print.
- Select the Bulk Bill or DVA button at the bottom of the screen to submit the claim.
- Select Ok on the assessment dialog.
The print dialog will open. - Select Print or Continue.
• Print will print out the claim details, including any remittance advice for the patient.
• Continue will close the prompt.
• The Appointment Grid will display a $ icon next to the patient (requires Zedmed 3.6 or later).
Considerations
- Each claim is sent individually. There is no batching required, but the invoices are still paid in bulk.
- If there is an error, use Acc Enquiry in the Patient Record to make any changes to the invoice and complete the workflow.
- To learn more, see the Process Claims and Process Payments articles.