Unit of competency details

BSBMED302B - Prepare and process medical accounts (Release 1)


Usage recommendation:
Is superseded by and equivalent to BSBMED302 - Prepare and process medical accountsUpdated to meet Standards for Training Packages 24/Mar/2015

Release Status:
ReleaseRelease date
1 1 (this release) 10/Mar/2009

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnRelease
HLT32407 - Certificate III in Allied Health AssistanceCertificate III in Allied Health Assistance
HLT43307 - Certificate IV in Medical Practice AssistingCertificate IV in Medical Practice Assisting
HLT32907 - Certificate III in Health AdministrationCertificate III in Health Administration
BSB31107 - Certificate III in Business Administration (Medical)Certificate III in Business Administration (Medical)1-2 
BSB31112 - Certificate III in Business Administration (Medical)Certificate III in Business Administration (Medical)
HLT32912 - Certificate III in Health AdministrationCertificate III in Health Administration
HLT32412 - Certificate III in Allied Health AssistanceCertificate III in Allied Health Assistance1-2 
HLT43312 - Certificate IV in Medical Practice AssistingCertificate IV in Medical Practice Assisting1-2 
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SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080313 Public And Health Care Administration  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080313 Public And Health Care Administration  25/Jul/2008 
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Modification History

Not applicable.

Unit Descriptor

Unit descriptor 

This unit describes the performance outcomes, skills and knowledge required to provide advice to patients regarding fee structures and process referrals, and to prepare and process medical accounts for a range of patients.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

Application of the Unit

Application of the unit 

This unit applies to individuals who are skilled operators and apply a broad range of competencies in various medical administration contexts. They may exercise discretion and judgment using appropriate knowledge to provide technical advice and support to a team.

Licensing/Regulatory Information

Not applicable.


Prerequisite units 

Employability Skills Information

Employability skills 

This unit contains employability skills.

Elements and Performance Criteria Pre-Content

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria



1. Provide advice to patients about fee structure

1.1. Identify and advise patients of schedule of fees  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 enterprise 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 enterprise 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 office 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 medical practice

Required Skills and Knowledge


This section describes the skills and knowledge required for this unit.

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.

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:

  • BSBITU306ADesign and produce business documents.

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)

Unit Sector(s)

Unit sector 

Competency field

Competency field 

Administration - Medical Services Administration

Co-requisite units

Co-requisite units