Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

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

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.3, 2.1, 2.2, 2.3, 3.1-3.5, 4.1-4.5

• Recognises text within job specifications and work processes related to the processing and preparation of medical accounts

Writing

1.3, 2.2, 2.3, 3.1-3.5, 4.1-4.5

• Records and uses appropriate written communication when preparing medical accounts and in various other medical administration contexts

Oral Communication

1.1, 1.2, 4.4

• Uses everyday language with patients to provide advice relating to the fee structure for different services as well as following up overdue accounts

Numeracy

1.1, 3.2, 3.3, 3.4, 4.1, 4.2, 4.3, 4.4

• Uses basic mathematical calculations and arranges sequential numerical information when dealing with fees and processing medical accounts

Navigate the world of work

2.2, 2.3, 3.1, 3.3, 3.4, 3.5, 4.2, 4.5

• Recognises and responds to organisational and legislative requirements for tasks

Get the work done

1.1, 1.3, 2.1, 2.3, 3.1, 3.3, 3.5, 4.1-4.5

• Plans and organises workload and commitments to ensure work is completed in a timely manner
• Uses digitally based systems and technologies to access, organise and present information

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBMED302 Prepare and process medical accounts

BSBMED302B Prepare and process medical accounts

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.