Private Patient invoicing (MAOnline/Tyro Easyclaim)

Invoice a private patient who's paying the bill themself using MA Online or Tyro EasyClaim. When a patient makes an MA Online payment they usually get a rebate the next day. With Tyro, they need to swipe their payment card and get a rebate the same day.

Invoice a private patient using MA Online

If there is a Medicare rebate, Patient Verification should be selected in the patient record to check eligibility. This can be done when the patient arrives or as part of the billing process.

To bill a private patient:

  1. Select Bill using the relevant option:
    •  If you are billing from the Waiting Room, right-click the patient and select Bill.
    •  If you are billing from the Patient Record, select Bill from the top menu.
    The New Invoice screen will open.
  2. Check that the Payer is the patient and the correct Doctor is shown.
  3. Add service items to the invoice:
    •  If billing from the Waiting Room, select Add All to add the code/s in the Doctor Assigned Billing Codes box.  
    •  If billing from the Patient Record, enter item codes in the Item# field. Press Tab to update the fields. Do not select Add.
  4. Select Properties and review the following:

    1. Select any relevant Indication flags. For example, if a patient returned later that day, select Not Duplicate Service.
    2. If the service item is radiology or pathology, the LSPN and Specimen Collection Point fields will be populated.
    3. Select OK to return to the New Invoice screen.
  5. If you billed from the Patient Record:
    • Select Add to add the current item to the invoice and enter any additional items to the invoice.
      This is done after reviewing the Properties, so any selections are applied to all items.
  6. Review the invoice items:

    • 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.
  7. Select Quick Pay.
    The Quick Pay screen will open.
    This will show the Value to be paid and, if there is a rebate, the amount will be shown as the Gap.
  8. Select the Payments Format, then update the Payments fields and select Add.
    In the example below, Card was selected and VISA was selected for the Card Type. 
  9. Take the payment from the patient.
    Use the payment method selected to process the payment.
  10. Select MA Online.
    MA Online is used to process the Gap rebate for the patient and complete the payment of the invoice. If there is no Gap, MA Online is still used to complete the billing process.
  11. Select Yes to the MA Online pop-up advising the invoice will be saved
    The Interactive Claim screen will open.
  12. Select Send to transmit the rebate request to Medicare.
    You will get a response with information about the claim.
  13. Select Ok on the assessment dialog.
  14. Select Print or Continue.
      Print will print out the claim details, including any remittance advice for the patient.
      Continue will close the prompt.

Invoice a private patient using Tyro EasyClaim

Use Tyro POS to take payment from the patient who is paying the bill themself. The payment will be taken using a Tyro terminal, the patient's rebate eligibility can be checked and their rebate paid directly into their bank account.

To check if Tyro is set up, see the Set up Tyro article.

To bill the patient using Tyro:

  1. Select Bill using the relevant option:
    •  If you are billing from the Waiting Room, right-click the patient and select Bill.
    •  If you are billing from the Patient Record, select Bill from the top menu.
    The New Invoice screen will open.
  2. Check that the Payer is the patient and the correct Doctor is shown.
  3. Add service items to the invoice:
    •  If billing from the Waiting Room, select Add All to add the code/s in the Doctor Assigned Billing Codes box.  
    •  If billing from the Patient Record, enter item codes in the Item# field. Press Tab to update the fields. Do not select Add.
  4. Select Properties and review the following:

    1. Select any relevant Indication flags. For example, if a patient returned later that day, select Not Duplicate Service.
    2. If the service item is radiology or pathology, the LSPN and Specimen Collection Point fields will be populated.
    3. Select OK to return to the New Invoice screen.
  5. If you billed from the Patient Record:
    • Select Add to add the current item to the invoice and enter any additional items to the invoice.
      This is done after reviewing the Properties, so any selections are applied to all items.
  6. Review the invoice items:

    • 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.
  7. Select Quick Pay.
    The Quick Pay screen will open.
    This will show the Value to be paid and, if there is a rebate, the amount will be shown as the Gap.  
  8. Select Tyro EasyClaim.
    The Tyro connector application will open and show the total amount due.
  9. Using the Tyro terminal, the patient can now:

    1. Swipe their payment card.
    2. Select the account using the terminal keys.
    3. Enter their pin
    4. Press OK.
  10. Once the payment has gone through, select Tyro Easyclaim for the refund.
    The Medicare Australia Online Easy Claims screen will open.
  11. Select Send.
  12. The patient will be prompted to swipe their card again and follow the terminal's steps for the refund.
    Note: The card must be a debit card for a rebate to be refunded.
  13. Select Close to exit the New Invoice screen.
    The print dialog will open.
  14. Select Print or Continue.
      Print will print out the claim details, including any remittance advice for the patient.
      Continue will close the prompt.