To process an invoice using Online Patient Claiming:
1. Ensure you have created invoices to send to Medicare.
the Practice Explorer and select Medicare
Australia from the Margin menu. The Medicare
Claims window appears.
Multiple claims can be selected and processed together by highlighting the required claims. The claims can also be sorted to group like claims before selecting them.
3. Right-click the list of payee rooms to allow selection/de-selection of all rooms.
o To edit an existing claim, select the Claim and click Edit the claim details and transmit as required.
o To delete an existing claim, select the Claim and click
The claim must be deleted on the same day which it was submitted;
to begin a new batch of claims. The New
Medicare Online Claim window appears.
5. Select the Claim Type, Payee Room, Practitioner, Service Type, and Service Location for the claim.
o Note that if in General Practitioner settings you have indicated that the practitioner has only one Service Type, the Service Type drop-down menu here will default to the corresponding Type. On the other hand, if the practitioner has multiple Service Types there will be no default selected here, and you must manually select one.
o The available invoices that meet these criteria, are displayed in the lower section of the window.
To view details of an invoice select the invoice and click View Invoice Items (located on the top right hand corner of the Available Invoices and Selected Invoices sections).
6. Select the > or < buttons to move selected invoices into and out of the claim. Select the >> or << buttons to move all invoices into and out of the claim.
Claims may be selected by dragging and dropping the invoice with the mouse. Resubmitted invoices are displayed in red text. A maximum of 80 claims can be batched simultaneously.
7. Click to authorise, but not immediately transmit the claim, or click to send the items to Medicare. The Medicare Online Claim Authorisation window appears.
The authorisation required will depend on how you have setup Blue Chip and your agreement with Medicare.
8. Click to send the transaction. The Medicare Australia - Authorising Claim window appears.
9. Click once the processing has completed. You are returned to the Medicare Online Claims window.
10. Select a claim to delete if required and click The Claim Delete Reason window appears. For more information on deleting claims refer to Claim Delete Reason window.
The Claim Delete Reason
window only displays when deleting a claim that was submitted
on the same date as the deletion. Claims submitted on prior dates
can not be deleted. If deleting a claim that has been authorised,
but not submitted, a standard yes/no prompt is displayed.
to view the Transmission log for the selected claim. The Medicare
Online Claim Transmission Log is displayed.
to view items rejected by Medicare during processing of the selected
claim. The Medicare Australia Claim Rejected
Items window appears.
13. Select the option suitable to your practice accounting methods and click to resolve the item.
o Items that are not fully paid may be written off or left unpaid and referred to the patient for payment (based on your practice procedures). Items that are over paid will result in a Sundry Invoice being created to which the residual funds are allocated. Sundry payments made by Medicare can also be receipted.
o Items that have been are rejected, and for which no amount has been paid, may be resubmitted. The resubmission process involves Blue Chip writing off the original invoice, copying it, attaching the copied invoice item to a new invoice and entering service text for the invoice item to allow the claim to be referred to the Medicare Officer for consideration.
You must attach the new invoice to a new claim and submit it to Medicare for payment.
to receipt items returned from Medicare. The Medicare
Australia Claim Receipt window appears. For items not paid in full,
select the option suitable to your practice accounting methods and click
to receipt the item.
15. Click to update patient information with details returned from Medicare. The Patient Updates window appears.
o When submitted patient information differs form that held by Medicare, corrected patient information is returned with the processing report. This information can then be used to update the Blue Chip record for the patient using the button.
16. Select the appropriate option for each patient record, or click or button.
17. Click The patients records are updated with the relevant information from Medicare.
o There can be a maximum of 80 vouchers per claim.
o There can only be a maximum of 14 invoices per voucher.
o The Claim ID is set automatically by MedicalDirector Blue Chip and cannot be changed. The Claim ID follows the format xnnnn@ where:
• x is and alpha (except I or O) or # for in-hospital services (Note: the # is not used for DVA claims unless one of the vouchers in the claim has an "Hospital" referral type. If this is not the case, the letter A is used).
• nnnn is a four(4) digit number. Should this number exceed 9999, it will be reset to 0.
• @ identifies the claim as an electronic claim for Medicare Online.
o Medicare has 3 main statuses for a claim item:
• Accepted as Referred to a Medicare Operator
o Processing and payment reports will not be available until Medicare has assessed all items in the claim.
o All vouchers in a claim must be for the same servicing provider and same payee provider.
o All vouchers must be authorised before they can be sent.
o The hospital name must be sent to Medicare for all services which are "in hospital".
o Invoices cannot be created for a Medicare Online batching account if the eligibility check is not passed.
o A claim cannot be edited or deleted once transmitted to Medicare.
o The servicing provider can only be a locum or the payee provider. Only one servicing provider can be nominated per claim. If a Practitioner in the practice (that is a Practitioner associated with a room) is providing a service for another Practitioner, they must set themselves up as a locum. This requirement is to prevent bank transfer entry problems. The transfer of moneys between the Practitioners involved in these circumstances must be handled outside of MedicalDirector Blue Chip.
o Only invoices which are for an account associated with the payee provider (room) and for the nominated practitioner can appear in the available invoices list.
o The list of servicing providers is assembled from the Practitioner and locums that have raised invoices for the nominated payee provider room.
o To appear in the available invoices list, invoices must:
• Have no allocations against them.
• Not be attached to another claim (excluding those claims that are same day deleted).
• Have a balance greater than zero.
• Not be adjusted.
• Not be associated with a deleted patient.
• Have an issue date less than or equal to the current date.
o Store and Forward Method – When using the store and forward method, the claim record is saved and can be transmitted at a later time from the Medicare Online Claims window.
o Authorising and/or sending a claim will invoke the Medicare Online - Processing Claim(s) window as described in Transmitting.
The processing window will close automatically once processing has completed successfully. If an error occurs during processing, the window will remain open to allow for the errors to be reviewed and the processing information saved to file as desired.
o An authorised claim can be edited provided that it has not been submitted.