Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBMED302 Mapping and Delivery Guide
Prepare and process medical accounts

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBMED302 - Prepare and process medical accounts
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to provide advice to patients regarding fee structures and process referrals, as well as prepare and process medical accounts for a range of patients.This unit applies to individuals who apply a broad range of competencies in various medical administration contexts. They may exercise discretion and judgement using appropriate knowledge to provide technical advice and support to a team.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Provide advice to patients about fee structure
  • Identify and advise patients of fee schedule for different services
  • Advise patients regarding entitlements and rebates
  • Schedule medical appointments using appropriate booking and account systems
       
Element: Process referrals to specialist practitioners
  • Check referrals to ensure validity
  • Follow correct procedures for referral
  • File referral letters according to legislation and workplace policies and procedures
       
Element: Prepare medical accounts for bulk billed and private patients
  • Accurately follow procedures for billing based on account type
  • Identify and cost procedures which are not eligible for Medicate rebate
  • Select and complete appropriate account and billing documentation according to workplace and legislative requirements
  • Follow procedures for preparing Veterans’ Affairs, workers’ compensation and motor vehicle third party accounts accurately
  • Forward medical account to designated person or organisation according to legislation and account processing procedures
       
Element: Process accounts
  • Receive and document payments
  • Prepare and issue receipts to person or authority according to legislation and workplace policies and procedures
  • Reconcile Medicare payments with claims made by the medical practice
  • Follow up overdue accounts
  • Provide and store financial records and data in accordance with policies and procedures of the workplace
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Provide advice to patients about fee structure

1.1 Identify and advise patients of fee schedule for different services

1.2 Advise patients regarding entitlements and rebates

1.3 Schedule medical appointments using appropriate booking and account systems

2. Process referrals to specialist practitioners

2.1 Check referrals to ensure validity

2.2 Follow correct procedures for referral

2.3 File referral letters according to legislation and workplace policies and procedures

3. Prepare medical accounts for bulk billed and private patients

3.1 Accurately follow procedures for billing based on account type

3.2 Identify and cost procedures which are not eligible for Medicate rebate

3.3 Select and complete appropriate account and billing documentation according to workplace and legislative requirements

3.4 Follow procedures for preparing Veterans’ Affairs, workers’ compensation and motor vehicle third party accounts accurately

3.5 Forward medical account to designated person or organisation according to legislation and account processing procedures

4. Process accounts

4.1 Receive and document payments

4.2 Prepare and issue receipts to person or authority according to legislation and workplace policies and procedures

4.3 Reconcile Medicare payments with claims made by the medical practice

4.4 Follow up overdue accounts

4.5 Provide and store financial records and data in accordance with policies and procedures of the workplace

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Provide advice to patients about fee structure

1.1 Identify and advise patients of fee schedule for different services

1.2 Advise patients regarding entitlements and rebates

1.3 Schedule medical appointments using appropriate booking and account systems

2. Process referrals to specialist practitioners

2.1 Check referrals to ensure validity

2.2 Follow correct procedures for referral

2.3 File referral letters according to legislation and workplace policies and procedures

3. Prepare medical accounts for bulk billed and private patients

3.1 Accurately follow procedures for billing based on account type

3.2 Identify and cost procedures which are not eligible for Medicate rebate

3.3 Select and complete appropriate account and billing documentation according to workplace and legislative requirements

3.4 Follow procedures for preparing Veterans’ Affairs, workers’ compensation and motor vehicle third party accounts accurately

3.5 Forward medical account to designated person or organisation according to legislation and account processing procedures

4. Process accounts

4.1 Receive and document payments

4.2 Prepare and issue receipts to person or authority according to legislation and workplace policies and procedures

4.3 Reconcile Medicare payments with claims made by the medical practice

4.4 Follow up overdue accounts

4.5 Provide and store financial records and data in accordance with policies and procedures of the workplace

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify and advise patients of fee schedule for different services 
Advise patients regarding entitlements and rebates 
Schedule medical appointments using appropriate booking and account systems 
Check referrals to ensure validity 
Follow correct procedures for referral 
File referral letters according to legislation and workplace policies and procedures 
Accurately follow procedures for billing based on account type 
Identify and cost procedures which are not eligible for Medicate rebate 
Select and complete appropriate account and billing documentation according to workplace and legislative requirements 
Follow procedures for preparing Veterans’ Affairs, workers’ compensation and motor vehicle third party accounts accurately 
Forward medical account to designated person or organisation according to legislation and account processing procedures 
Receive and document payments 
Prepare and issue receipts to person or authority according to legislation and workplace policies and procedures 
Reconcile Medicare payments with claims made by the medical practice 
Follow up overdue accounts 
Provide and store financial records and data in accordance with policies and procedures of the workplace 

Forms

Assessment Cover Sheet

BSBMED302 - Prepare and process medical accounts
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBMED302 - Prepare and process medical accounts

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: