Assessor Resource

HLTPM502B
Manage health billing and accounting system

Assessment tool

Version 1.0
Issue Date: May 2024


Work performed requires a range of well developed skills where a high level of discretion and judgement is required and individuals will take responsibility for their own outputs and may supervise the performance of others

This unit of competency describes the skills and knowledge required to manage a billing and accounting system in a health practice, with consideration of client accessibility, practice viability and regulatory and legislative requirements

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not Applicable

Employability Skills

This unit contains Employability Skills



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.

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

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

The individual being assessed must provide evidence of specified essential knowledge as well as skills

Consistency of performance should be demonstrated over the required range of situations relevant to the workplace

Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible

Access and equity considerations:

All workers in the health industry should be aware of access and equity issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities

Context of and specific resources for assessment:

Assessment must be completed in the workplace.

Relevant guidelines, standards and procedures

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, 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.

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes knowledge of:

Cash flow needs of the practice and associated payment requirements to ensure viability of the practice

Information and data requirements related to subsidy payments

Possible client barriers to prompt or complete payment and associated strategies to reduce likelihood of client debt load

Potential barriers relating to payment that may prevent client access to practice services

Practice policies, procedures and systems related to payment options for clients and suppliers

Relevant debt recovery practices

Relevant regulatory and legislative billing requirements

Reporting requirements for supported and special payment schemes

Essential skills:

It is critical that the candidate demonstrate the ability to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes the ability to:

Develop billing strategies to address identified payment barriers

Develop, monitor and maintain debt recovery policy and procedures for a practice

Identify and implement resources to support billing and payment system requirements

Identify debt tolerance level of the practice and appropriate debt recovery processes

Implement and monitor billing system to address practice, regulatory and legislative requirements

Manage information and data required to maintain subsidy payments

Promote, implement and manage work attitudes and practices that reflect awareness of the importance of a range of aspects of sustainability

Provide reports and data to address requirements

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any 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.

Billing options may include

Bulk billing

Direct debit of health insurance components

Cash payment

Credit card payment

Equipment requirements may include:

Soft ware

Specific insurance details or credit processing equipment and connections

Supported and special payment schemes may include:

Pensioner payments

Bulk billing

Established products may include:

Software programs

Staff training and support

Systems support

Information

Information and data may include:

Usage rates and evidence

Coded clinical data

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 regulatory and legislative billing requirements 
Identify and consider a range of payment options and equipment requirements to optimise ease of payment 
Identify possible payment barriers that may prevent client access to practice services and develop billing strategies to best address barriers 
Identify payment requirements to meet the viability and cash flow needs of the practice 
Identify the accountability and reporting requirements for supported and special payment schemes 
Implement and monitor billing system that takes into account regulatory and legislative requirement, practice requirements, client service accessibility and ease of payment variables 
Identify established products that will support the billing and payment system 
Identify debt tolerance of the practice 
Identify a range of debt recovery practices 
Identify possible client barriers to prompt or complete payment and strategies to reduce likelihood of client debt load 
Develop debt recovery policy and practices 
Monitor debt and adjust debt recovery policy and practices accordingly 
Identify the information and data requirements to maintain subsidy payments 
Develop systems to collect data with minimal interruption to practice functions 
Manage information and data requirements to meet quality and timeframe requirements 
Provide necessary reports and data in the prescribed manner 

Forms

Assessment Cover Sheet

HLTPM502B - Manage health billing and accounting system
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

HLTPM502B - Manage health billing and accounting system

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: