---
title: "Insurance Guide Part 3 (Australia): Connect appointments to insurance"
description: "Turn an appointment into an Australian insurance claim in Pabau: the MBS-coded service line and the patient funder flow straight onto the claim."
---

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# 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*.

 

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