Insurance Guide Part 3 (Australia): Connect appointments to insurance
Once a patient has a funder on file (see Part 2) and your services carry MBS codes (see Part 1), turning an appointment into a claim needs no re-keying — the coded service line and the patient’s funder flow straight through.
Step 1: Book the appointment
Book the appointment for the MBS-coded service as you normally would from the calendar.
Step 2: Raise the invoice
When you check the patient out, create the invoice from the appointment. The service line carries its MBS item number automatically — that’s the code that will be claimed.
Step 3: Set the funder as the payer
On the invoice, set Issued To (the payer) to the patient’s funder — Medicare, DVA or their private health fund. This is what tells Pabau the invoice should become a claim.
NOTE: For a bulk-bill Medicare service there’s nothing for the patient to pay at the desk — the whole fee is claimed from Medicare. For a patient claim or a gap, collect the patient portion as usual; the claim still tracks separately.
What’s next
The invoice is now ready to submit as a claim. Continue with Insurance Guide Part 4 (Australia): Submit and track claims with Tyro Health.