How to make a Medicare Claim

You can choose to view the video below or follow the steps below.

Step 1

Start a new claim

From the Home screen you can either the following options:

  • Start new claim and then go to Step 2.
Or you can:
 
  • Enter Medicare card manually, to enter a patient’s Medicare card number and then go to Step 3.

Step 2

Start the transaction

Swipe the patient’s Medicare card to start the transaction. After swiping, the screen automatically goes to Step 4.

Step 3

Manually confirm patient details

Manually enter the patient’s Medicare card number and tap Confirm, then go to Step 4.

Step 4

Confirm patient details

Enter the patient’s Individual Reference Number (IRN) and tap Confirm.

Tip: Default selection is always 1.

Step 5

Select Bulk-billed to proceed with the claim.

Step 6

To apply a Concession Entitlement Verification (CEV) selected Yes, otherwise seclect No.

Step 7

Select a provider

You can either:

  • Select a provider from the available list on screen then tap Next, or
  • Search for a provider by typing the provider’s name or provider number in the search bar.

Tap “O” at left of the provider name to select them, then tap Next.

Tip: Tap the star at right to make selected providers automatically appear at the top of your list as a ‘favourite’.

Step 8

Does this claim need a referral?

For this referral selection, you can either tap:

  • No referral required if a referral isn’t needed
  • Add referral details if a referral is needed or you want to amend existing referral details, or
  • Override referral if the patient doesn’t have a referral with them.

Tip: To add or override referrals see page 28 in the Smart Health Standalone User Guide ‘Add or Override referrals to claim’ then continue to Step 9.

Step 9

Add items

To add an item, either:

  • Select it from the available list then tap Add to claim, or
  • Select a different item code using the search bar. When you find the item, tap on it (a tick will appear to show you’ve selected it), then tap Add to claim.

Tips:

  • Tap Edit to amend item details (except cost).
  • Tap the star on the right to make frequently used item codes automatically appear at the top of your list as a favourite.

Step 10

Review and submit claim

Before you submit the claim to Medicare, review the summary, then tap:

  • Submit claim if all ok, or
  • Cancel to exit the claim.

Once you submit the claim, it’s sent to Medicare for assessment.

Tip: To add more item(s) to the claim, tap the top left corner of the screen and repeat Step 9.

Step 11

Medicare benefit

Review the Medicare benefit on screen, then select either:

  • Accept benefit, or
  • Reject to cancel the claim.

Step 12

Medicare declaration

Have your patient read the Medicare declaration, then select either:

  • Accept declaration to assign the benefit, or
  • Reject to cancel the claim.

Step 13

Completed claim

The claim is now completed and a receipt will be printed automatically if the Print Receipts functionality is turned on. You can change this setting via the main menu on the home page. Then tap:

  • Print again if you’d like to print another receipt, or
  • Back to home to return to the Home screen.

Tip: You can print a receipt at any time from the Transactions menu in the Smart Health app (see page 49 Viewing settled and incomplete transactions for more detail in the Smart Health Standalone User Guide).

Things you should know

Medicare Easyclaim is a digital claiming channel that helps practices lodge Medicare bulk bill and patient claims. Diagnostic Imaging, Radiology and Pathology claims excluded.

As this advice has been prepared without considering your objectives, financial situation or needs, you should, before acting on the information, consider its appropriateness to your circumstances. Please view our CommBank Smart Health Terms and Conditions (PDF), Financial Services Guide (PDF) and Operator and User Guides at our merchant support hub.