Unit of competency Outline
Date retreived
22/07/2026 7:18 AM AWST
22/07/2026 7:18 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Prepare and process medical accounts
Prepare and process medical accounts
Unit of competency
National Code
BSBMED302
BSBMED302
State Code
AUH49
AUH49
TGA Status
Current
Current
DTWD Status
Approved
Approved
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
080313 - Public And Health Care Administration
Original Release Date
15/09/2015
Nominal Hours
40
Description
This unit describes the skills and knowledge required to provide advice to patients regarding fee structures and process referrals, as well as prepare and process medical accounts for a range of patients.This unit applies to individuals who apply a broad range of competencies in various medical administration contexts. They may exercise discretion and judgement using appropriate knowledge to provide technical advice and support to a team.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Provide advice to patients about fee structure
- 1.1 Identify and advise patients of fee schedule 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 workplace 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 workplace 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 workplace 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 workplace
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| D0836 | BSBMED302B | Prepare and process medical accounts | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWK5 | HLT33015 | Certificate III in Allied Health Assistance | Qualification |
| BFS5 | BSB30120 | Certificate III in Business | Qualification |
| AVT0 | BSB31115 | Certificate III in Business Administration (Medical) | Qualification |
| AWM6 | HLT37315 | Certificate III in Health Administration | Qualification |
| BID2 | HLT47321 | Certificate IV in Health Administration | Qualification |
| AE306 | BSBSS00121 | Medical Administration Skill Set | Skill set |
| AWM2 | HLT47715 | Certificate IV in Medical Practice Assisting | Qualification |