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.
Pre-Requisites
Prerequisite units |
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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
ELEMENT |
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
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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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. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure:
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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:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
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Range Statement
RANGE STATEMENT |
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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. |
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Fees may relate to: |
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Entitlements and rebates may relate to: |
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Medical appointments may include: |
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Systems may include: |
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Procedures for referral may include: |
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Policies and procedures may include: |
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Procedures for billing may include: |
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Account type may include |
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Appropriate account and billing documentation may include: |
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Designated person or organisation may include: |
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Legislation may relate to: |
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Account processing procedures may relate to: |
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Storing procedures may relate to: |
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Financial records may relate to: |
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Unit Sector(s)
Unit sector |
Competency field
Competency field |
Administration - Medical Services Administration |
Co-requisite units
Co-requisite units |
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