Billing Options
Patient Details
Manage patient information for anaesthetic billing
Patient Details
The Patient Details section stores all essential demographic and billing information for a patient.
This data is used to verify eligibility, generate claims, and issue Informed Financial Consents (IFCs).
Patient Fields
Demographic Data
| Field | Data Type | Example | Description / Purpose |
|---|---|---|---|
| First Name | Text | Ana | Patient’s given name as shown on the Medicare card. Required for OPV and Medicare checks. |
| Last Name | Text | Randall | Patient’s family name. Must exactly match Medicare and fund records. |
| Also Known As – First Name | Text | Annie | Used to record an alternate or preferred first name. Helpful when cross-referencing hospital or referral systems. |
| Also Known As – Last Name | Text | Smith | Alternate or previous surname (e.g. maiden name). |
| Date of Birth | Date | 22/04/1986 | Used for eligibility checks, age-based calculations, and identity verification. |
| Gender | Dropdown | Female | Required for accurate matching with Medicare and fund data. |
| Mobile | Numeric | 0412 345 678 | Patient contact number used for scheduling and IFC communication. |
Email | example@email.com | Used for electronic IFC and billing correspondence. | |
| Address – Street | `Text | 139 Elgin Jnc | Patient’s street address. Must align with Medicare record. |
| Address – Suburb / City | `Text | Cannon Hill | Suburb or city of residence. |
| State | Dropdown | QLD | State of residence; used for claim forms and correspondence. |
| Postcode | Numeric | 4170 | Required for Medicare and health fund verification. |
| Country | Dropdown | Australia | Patient’s country of residence. Defaults to Australia. |
Financial Data
| Field | Data Type | Example | Description / Purpose |
|---|---|---|---|
| Account Name | Text | Ana Randall | Used when patient refunds or payments are made via direct deposit. |
| BSB Code | Numeric | 123-456 | Banking code for electronic payments. |
| Account Number | Numeric | 12345678 | Patient’s account number for refunds. |
| Medicare Number | Numeric | 4951649971 | The 10-digit Medicare number from the patient’s card. Required for Medicare billing. |
| Medicare IRN | Numeric | 1 | The number beside the patient’s name on their Medicare card. Identifies individual cardholder. |
| Health Fund Name | Dropdown | Test Fund | Private health insurer’s name. Used for OPV checks and claim submission. |
| Health Fund Number | Text | 12345678 | Membership number assigned by the health fund. |
| Fund Reference | Text | . | Additional fund identifier if required. |
Claimant Data
| Field | Data Type | Example | Description / Purpose |
|---|---|---|---|
| Claimant – First Name | Text | John | Used if the claimant (payer) is different from the patient (e.g. parent or guardian). |
| Claimant – Last Name | Text | Randall | Claimant’s surname. |
| Claimant – Date of Birth | Date | 10/03/1980 | Required if claimant differs from the patient. |
| Claimant – Gender | Dropdown | Male | Claimant’s gender for Medicare matching. |
| Claimant – Medicare Number | Numeric | 4951649971 | Claimant’s Medicare card number if different from patient. |
| Claimant – Medicare Ref | Numeric | 2 | Reference number on claimant’s Medicare card. |
| Next of Kin – Name | Text | Sarah Randall | Emergency contact name for hospital or practice records. |
| Next of Kin – Phone | Numeric | 0400123456 | Emergency contact phone number. |
You may need to click View Details to see all fields.
Screenshot
Screenshot of patient fields
