Administering Medical Accounts-The Basics

4 hours


Prepare and Process Medical Accounts

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.

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.

The course is based on the unit of competency BSBMED302B (Prepare and process medical accounts) and follows the learning outcomes associated with that unit.

IMPORTANT: While this course is based on the unit of competency of BSBMED302B (Prepare and process medical accounts), AIMAC is not a Registered Training Organisation (RTO). If you need to obtain a nationally recognised Statement of Attainment for BSBMED302B (Prepare and process medical accounts), you should undertake this course through an RTO.


About this course

Location: Online.

Format: Includes reading, watching short videos and completing quiz style assessments.

Course length: 4 hours (approx), self-paced

Certification: Download Certificate of Completion once you have finished all modules

CPD Points: Yes. Please check with your professional organisation or college

Learning outcomes

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


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