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Insurance Guide Part 2 (Australia): Client insurance setup

With Tyro Health connected (see Part 1), you record each patient’s funder and Medicare details on their record. This is what lets Pabau pre-fill the claim so you’re not re-typing card numbers every visit.

Step 1: Open the patient’s Insurance tab

Open the patient’s record and select the Insurance tab on the left of the client card.

Step 2: Add a funder

Click New Policy. Australian clinics choose from three fixed funders rather than searching an insurer directory:

  • Medicare — bulk-bill and patient claims
  • DVA — Department of Veterans’ Affairs
  • Private health (HealthPoint) — the patient’s private health fund
Choosing a funder: Medicare, DVA or Private health (HealthPoint)

NOTE: The three funders are set up for you automatically the first time you open the Insurance tab in an Australian clinic — there’s nothing to create. A patient can have more than one (for example Medicare and a private health fund).

Step 3: Record the Medicare number and IRN

After you pick Medicare, enter:

  1. Medicare number — the 10-digit number on the front of the card.
  2. Reference number (IRN) — the single digit (1–9) beside this person’s name on the card. It tells Medicare which family member the claim is for.
Recording the Medicare number and Individual Reference Number (IRN)

For DVA, record the patient’s DVA file number in the same field. For private health (HealthPoint), record their fund member number. Click Save (or Create) to store the policy.

TIP: If you don’t have the IRN to hand, save the Medicare number on its own — Tyro’s claim window will prompt for the IRN at submission. Recording it here just saves that step later.

What’s next

The patient is now ready to claim. Next, see how an appointment and its invoice feed the claim in Insurance Guide Part 3 (Australia): Connect appointments to insurance.