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Evidence Guide: BSBMED302 - Prepare and process medical accounts

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBMED302 - Prepare and process medical accounts

What evidence can you provide to prove your understanding of each of the following citeria?

Provide advice to patients about fee structure

  1. Identify and advise patients of fee schedule for different services
  2. Advise patients regarding entitlements and rebates
  3. Schedule medical appointments using appropriate booking and account systems
Identify and advise patients of fee schedule for different services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advise patients regarding entitlements and rebates

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Schedule medical appointments using appropriate booking and account systems

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process referrals to specialist practitioners

  1. Check referrals to ensure validity
  2. Follow correct procedures for referral
  3. File referral letters according to legislation and workplace policies and procedures
Check referrals to ensure validity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow correct procedures for referral

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

File referral letters according to legislation and workplace policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare medical accounts for bulk billed and private patients

  1. Accurately follow procedures for billing based on account type
  2. Identify and cost procedures which are not eligible for Medicate rebate
  3. Select and complete appropriate account and billing documentation according to workplace and legislative requirements
  4. Follow procedures for preparing Veterans’ Affairs, workers’ compensation and motor vehicle third party accounts accurately
  5. Forward medical account to designated person or organisation according to legislation and account processing procedures
Accurately follow procedures for billing based on account type

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and cost procedures which are not eligible for Medicate rebate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process accounts

  1. Receive and document payments
  2. Prepare and issue receipts to person or authority according to legislation and workplace policies and procedures
  3. Reconcile Medicare payments with claims made by the medical practice
  4. Follow up overdue accounts
  5. Provide and store financial records and data in accordance with policies and procedures of the workplace
Receive and document payments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reconcile Medicare payments with claims made by the medical practice

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow up overdue accounts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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