Prepare and process medical accounts Evidence Guide

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Evidence Guide: BSBMED302B - 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

BSBMED302B - 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

Identify and advise patients of schedule of fees for different services
Advise patients regarding entitlements and rebates
Schedule medical appointments using appropriate booking and account systems

Identify and advise patients of schedule of fees 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

Check referrals to ensure validity
Follow correct procedures for referral
File referral letters according to legislation and enterprise 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 enterprise policies and procedures

Completed
Date:

Teacher:

Evidence:

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 enterprise 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

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 enterprise 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

Receive and document payments
Prepare and issue receipts to person or authority according to legislation and office 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 medical practice

Receive and document payments

Completed
Date:

Teacher:

Evidence:

Prepare and issue receipts to person or authority according to legislation and office 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 medical practice

Completed
Date:

Teacher:

Evidence:

Assessed

Teacher: ___________________________ Date: _

Signature: ________________________________________________

Comments:

Instructions to Assessors

Evidence Guide


The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit	Evidence of the following is essential: communicating information on a range of entitlements and benefits using appointment and referral systems to ensure accuracy of billing records and processes applying knowledge of the healthcare system and practice polices and procedures to ensure timely and accurate collection of accounts.
Context of and specific resources for assessment	Assessment must ensure: access to an actual workplace or simulated environment access to office equipment and resources examples of documentation and resources.
Method of assessment	A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate review of authenticated documents from the workplace or training environment analysis of responses to case studies and scenarios demonstration of techniques observation of presentations oral or written questioning to assess knowledge of workplace emergencies, risks and hazards observation of performance in role plays assessment of documentation.
Guidance information for assessment	Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: BSBITU306A Design and produce business documents.

Required Skills and Knowledge

Required skills

communication skills to listen and follow instructions and communicate professionally and clearly with patients, allowing for patients difficulties in understanding

literacy skills to read and understand financial procedures and documentation

numeracy skills to work with basic financial and accounting procedures, file documents and interpret data in tables, graphs and diagrams

proofreading skills to check calculations, invoices and fee structures.

Required knowledge

health care system

Medicare entitlements, schedule book, MedClaims

public and private health insurance systems

provisions of relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as:

anti-discrimination legislation

ethical principles

privacy laws

Freedom of Information Act

compensation systems, including workers compensation

procedures for patients without Medicare card or number.

Range Statement


The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. 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) may also be included.
Fees may relate to:	advice to patients AMA recommendations Department of Veterans' Affairs insurance medical reports Medicare (hospital, medical) other items sold to patients (e.g. immunisations, dressings) other services provided by the clinic provision of copies of medical files provision of legal and other reports provision of repeat prescriptions refund only scheduled fees services provided to Divisions of General Practice services with no fee structures Transport Accident Commission workers compensation
Entitlements and rebates may relate to:	Department of Veteran's Affairs Medicare private health funds (level of cover, restrictions) Transport Accident Commission workers compensation
Medical appointments may include:	block limited block sequential
Systems may include:	software-based accounting and appointment systems print-based accounting and appointment systems
Procedures for referral may include:	checking for 'acceptable evidence' (e.g. name of referring doctor, address or service provider number of the referring doctor) checking that the referral is valid (e.g. length of time stated in the referral has not been exceeded) entering patient details into computer system filing patient notes maintaining patient information recording information word processing
Policies and procedures may include:	abiding by state/territory and federal legislation accessing and updating files bank reconciliations and preparing banking documentation correspondence format end of session, end of day, end of week, end of month and end of year procedures following instructions information specific to the enterprise management of provider numbers for doctors managing particular Medicare problems (e.g. lost cards, newborns, foreign national, new card numbers, patients separating from family cards) office practice manual RACGP Code of Practice for the Management of Health Information in General Practice RACGP Entry Standards for General Practices recording information security, confidentiality and privacy procedures
Procedures for billing may include:	additional information attachments claims dates and names Department of Veteran's Affairs items of service descriptions of services explanatory notes forms Health Care cards hospital item numbers of services levels of fees medical certificates Medicare item numbers Medicare provider numbers name of service provider patient details payment options referrals services that are consultation items, and those that are procedural items treatment vouchers vouchers workers compensation
Account type may include	bulk billing private
Appropriate account and billing documentation may include:	accounts enterprise's templates (e.g. for accounts, accompanying reports) forms invoices receipts reports statements vouchers
Designated person or organisation may include:	Australian Medical Association Department of Veteran's Affairs guardian Health Insurance Commission patient Transport Accident Commission workers compensation organisations
Legislation may relate to:	consent duty of care equal opportunity malpractice negligence occupational health and safety (OHS) privacy relevant state/territory and commonwealth Acts workers compensation
Account processing procedures may relate to:	additional information attachments claims dates and names debt collection descriptions of services explanatory notes forms Health Care cards item numbers of services levels of fees medical certificates Medicare item numbers Medicare provider numbers name of hospital name of service provider overdue accounts patient details payment options receipts reconciliation of claims and payments referrals vouchers workers compensation
Storing procedures may relate to:	date order period of storage storage conditions
Financial records may relate to:	computerised billing software credits and debit amounts daily/weekly summaries/reports general ledger Medclaims (electronic billing of Medicare) overdue accounts overdue debtors list/report payment history payments received receipt book statements statistics types of payments and related documentation/reports (e.g. credit card payments, EFTPOS)

NTISthis.com

Evidence Guide: BSBMED302B - Prepare and process medical accounts

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

BSBMED302B - Prepare and process medical accounts

Provide advice to patients about fee structure

Process referrals to specialist practitioners

Prepare medical accounts for bulk billed and private patients

Process accounts

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

Instructions to Assessors

Teacher: ___________________________ Date: _