1.      Ensure you have configured Pracsoft to use Medicare Easyclaim.

2.      With a patient selected in the Waiting Room, press F5. The Record Visit window appears.

3.      Ensure that you have a selection in the Seen by Dr. drop-down list. If you selected a Practitioner for the patient via the Waiting Room, this field will already be populated.

4.      Ensure that you have a selection in the Location drop-down list. If you selected a Practitioner for the patient via the Waiting Room, this field will already be populated.

5.      (Optional) Modify the Consult Time and Consult Date using the associated controls, if necessary.

6.      Via the Invoice To drop-down list, select 'Patient'.

7.      Enter Service Items as necessary. If you are unsure of the fee number for a given item, you can search the standard item list by pressing Ctrl+S.

o      To add additional items, click

o      To delete a service item, select the item and then click

8.      For each Service Item ensure you select an associated Fee Rate. To do this, click in the Fee Rate field for the service item. A drop-down list of Fee Rates will appear, from which you can make the appropriate selection. The image above indicates that a fee rate of Schedule Fee has been selected for service item 23.

9.      (Optional) You may modify the fees for individual items by clicking in the Fee column and typing a new amount.

10.   In the Payment Options section of the window select the Pay Now option.

11.   Select a Payment Type (or multiple payment types) via the associated drop-down list. See Payments and Payment Types for more information.

12.   Click Receipt to process the payment. The New Patient Claim window appears. Note that if the refund method selected earlier was EFTPOS Auto, the New Patient Claim window will appear after the Integrated EFTPOS payment has completed.

o      The Refund Method of EFTPOS Card will be selected by default. With this option selected, the Medicare Easyclaim payment is made automatically and directly into the claimant's bank account. If you have chosen this option, continue now to Step 14. If the EFTPOS Card option is greyed-out, Medicare Easyclaim is not supported for this claim – select one of the other options to transmit the claim via Medicare Online or press Cancel to edit the claim.

o      (Optional) Choose the Cheque option if the claimant wishes to have the Medicare payment returned to them as a cheque. Enter the residential address details for the claimant. Alternatively you can tick the Use Medicare Address check box to use the claimant's residential address details as recorded with Medicare Australia. Medicare Online is used for this type of refund.

o      (Optional) Choose the EFT option if the claimant wishes to have the Medicare payment deposited into a designated bank account. You must then enter the claimant's BSB Number, Bank Account Number and Bank Account Name. Funds will be deposited after Medicare Australia has processed the claim. Medicare Online is used for this type of refund.

13.   Click  The claim is processed. If you have selected the EFTPOS Card refund method, the claimant will be prompted to insert their EFTPOS card and enter their PIN.