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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Provide advice to patients about fee structure
  2. Process referrals to specialist practitioners
  3. Prepare medical accounts for bulk billed and private patients
  4. Process accounts

Required Skills

Required skills

communication skills to listen and follow instructions and communicate professionally and clearly with patients allowing for patients difficulties in understanding

literacy skills to read and understand financial procedures and documentation

numeracy skills to work with basic financial and accounting procedures file documents and interpret data in tables graphs and diagrams

proofreading skills to check calculations invoices and fee structures

Required knowledge

health care system

Medicare entitlements schedule book MedClaims

public and private health insurance systems

provisions of relevant legislation from all levels of government that affects business operations codes of practice and national standards such as

antidiscrimination legislation

ethical principles

privacy laws

Freedom of Information Act

compensation systems including workers compensation

procedures for patients without Medicare card or number

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

communicating information on a range of entitlements and benefits

using appointment and referral systems to ensure accuracy of billing records and processes

applying knowledge of the healthcare system and practice polices and procedures to ensure timely and accurate collection of accounts

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to office equipment and resources

examples of documentation and resources

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

review of authenticated documents from the workplace or training environment

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of workplace emergencies risks and hazards

observation of performance in role plays

assessment of documentation

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

BSBITUA Design and produce business documents

BSBITU306A Design and produce business documents.


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Fees may relate to:

advice to patients

AMA recommendations

Department of Veterans' Affairs

insurance medical reports

Medicare (hospital, medical)

other items sold to patients (e.g. immunisations, dressings)

other services provided by the clinic

provision of copies of medical files

provision of legal and other reports

provision of repeat prescriptions

refund only

scheduled fees

services provided to Divisions of General Practice

services with no fee structures

Transport Accident Commission

workers compensation

Entitlements and rebates may relate to:

Department of Veteran's Affairs

Medicare

private health funds (level of cover, restrictions)

Transport Accident Commission

workers compensation

Medical appointments may include:

block

limited block

sequential

Systems may include:

software-based accounting and appointment systems

print-based accounting and appointment systems

Procedures for referral may include:

checking for 'acceptable evidence' (e.g. name of referring doctor, address or service provider number of the referring doctor)

checking that the referral is valid (e.g. length of time stated in the referral has not been exceeded)

entering patient details into computer system

filing patient notes

maintaining patient information

recording information

word processing

Policies and procedures may include:

abiding by state/territory and federal legislation

accessing and updating files

bank reconciliations and preparing banking documentation

correspondence format

end of session, end of day, end of week, end of month and end of year procedures

following instructions

information specific to the enterprise

management of provider numbers for doctors

managing particular Medicare problems (e.g. lost cards, newborns, foreign national, new card numbers, patients separating from family cards)

office practice manual

RACGP Code of Practice for the Management of Health Information in General Practice

RACGP Entry Standards for General Practices

recording information

security, confidentiality and privacy procedures

Procedures for billing may include:

additional information

attachments

claims

dates and names

Department of Veteran's Affairs items of service

descriptions of services

explanatory notes

forms

Health Care cards

hospital

item numbers of services

levels of fees

medical certificates

Medicare item numbers

Medicare provider numbers

name of service provider

patient details

payment options

referrals

services that are consultation items, and those that are procedural items

treatment vouchers

vouchers

workers compensation

Account type may include

bulk billing

private

Appropriate account and billing documentation may include:

accounts

enterprise's templates (e.g. for accounts, accompanying reports)

forms

invoices

receipts

reports

statements

vouchers

Designated person or organisation may include:

Australian Medical Association

Department of Veteran's Affairs

guardian

Health Insurance Commission

patient

Transport Accident Commission

workers compensation organisations

Legislation may relate to:

consent

duty of care

equal opportunity

malpractice

negligence

occupational health and safety (OHS)

privacy

relevant state/territory and commonwealth Acts

workers compensation

Account processing procedures may relate to:

additional information

attachments

claims

dates and names

debt collection

descriptions of services

explanatory notes

forms

Health Care cards

item numbers of services

levels of fees

medical certificates

Medicare item numbers

Medicare provider numbers

name of hospital

name of service provider

overdue accounts

patient details

payment options

receipts

reconciliation of claims and payments

referrals

vouchers

workers compensation

Storing procedures may relate to:

date order

period of storage

storage conditions

Financial records may relate to:

computerised billing software

credits and debit amounts

daily/weekly summaries/reports

general ledger

Medclaims (electronic billing of Medicare)

overdue accounts

overdue debtors list/report

payment history

payments received

receipt book

statements

statistics

types of payments and related documentation/reports (e.g. credit card payments, EFTPOS)