How to setup Medicare in your service

Tacklit allows services and practitioners to submit an online claim with Medicare or DVA directly. To make a claim, the invoice needs to be marked Confirmed Paid and the appointment date and time in the past.

How to setup Medicare integration:

The service needs to connect Medicare and add the Location ID’s
1. Go to the Control Panel - a Superuser sets this up
2. This gives you a SAPxxxxx number which you will need to use to register with Medicare
Complete and submit the HW019 or HW027 form.
1. Every service needs to do this - for their first practitioner this should be submitted with Medicare and signed with a wet signature.
2. Once successful and processed with Medicare, all other practitioners can complete this online.
Practitioners add their Provider Number
1. Go to the Control Panel /Medicare
2. Superusers can do this on their behalf - Go to Teams/Select Clinician/Medicare
Add Client Medicare Details
1. The Client can update this in their account (if they are full profile) and / or the superuser or practitioner can add it to their Client Profile, the Medicare tab
Update auto-invoicing settings to include Medicare Details
1. in the Client Profile/Invoices/Manage Client Invoice Rules
When creating invoices, toggle on Medicare

Note: HW019 - Application for a Medicare provider number and/ or prescriber number for a medical practitioner.

Note: HW027 - Use this form to register for online claiming with Medicare and the Department of Veterans' Affairs

It is a good idea for the service to set up automated invoicing in a clients profile so the invoice is automatically generated, which is one less step during the claim process.
Include Medicare Details in the automated invoice setup (Pre-requisite is setting up the client Medicare details)

Setup is complete - How to make a Medicare claim for a client:

Invoice

Upon completion of an appointment, generate an invoice
- Either manually, in the invoicing tab
- Or, if you have setup automated invoicing the invoice will already have been created for you.

Payment

Take payment from Client, whichever method is agreed with your service

Tip! If connected to Stripe, successful payments will be updated automatically in invoicing to 'Confirmed Paid', and any connected accounting software. Stripe integration allows for easy online and / or in person payments via BBPOS WisePOS E machine

If not connected to Stripe or a payment is taken via a different method, Mark the invoices as Paid in the Invoices tab (This can be done afterwards)

About our Medicare claims

Clinicians can send individual client claims and bulk billed to Medicare.

Submit claim for Medicare

Medicare Rebate

Go to the Client Profile, Medicare, and Submit New Claim
Click on the three dots at the end of the invoice overview line and select Rebate Claim
Creating a Medicare Rebate claim for the client will allow Medicare to process any eligible rebates directly to the client

Medicare Bulk Bill

Go to the Client Profile, Medicare, and Submit New Claim
Click on the three dots at the end of the invoice overview and select Bulk-bill Claim
Creating a Medicare Bulk Bill claim for the appointment will allow Medicare to process payment to either the service or practitioner
In order to direct payment to the service, the Service Provider Number needs to be added (a Superuser sets this up)
a. Go to the Control Panel > System Connections > Medicare

Services can also claim for many clients at once using the Pending and Submitted claims buttons in the invoicing tab.