Prepare and process medical accounts

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver BSBMED302B, 'Prepare and process medical accounts'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Prepare and process medical accounts' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Provide advice to patients about fee structure

1.1. Identify and advise patients of schedule of fees 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 enterprise 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 enterprise 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 office 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 medical practice

Qualifications and Skillsets

BSBMED302B appears in the following qualifications:

  • BSB31107 - Certificate III in Business Administration (Medical)
  • HLT32907 - Certificate III in Health Administration
  • HLT43307 - Certificate IV in Medical Practice Assisting
  • HLT32407 - Certificate III in Allied Health Assistance