When to use this: At the end of every consult, before you see your next client.
▶ Watch the video (about a minute, captions included).
Steps
Step 1 of 8
Open Bill & Next (Option or Alt + 0).
Step 2 of 8
Under Session attendance, choose Attended, Did not attend or Late cancellation.
Step 3 of 8
Under Funder, choose how the session is paid: Private, Private + claim, Funder + claim, Bulk bill, DVA or Other.
Step 4 of 8
Search for the MBS code and select it. The Session billing summary shows the total fee, the amount to pay and the projected Medicare rebate.
Step 5 of 8
Book the next appointment: choose the Appointment type, how far out, the Delivery type and Duration, then pick a time. Add a Note for appointment if your front desk needs one.
Step 6 of 8
Select Finalise appointment and check the list: note, letter, investigation, script and bill.
Step 7 of 8
Client didn't attend? Tick Mark as did not attend (DNA). Clinical items stay on record and there is no charge for the session.
Step 8 of 8
Select Finalise & Close.
Good to know
The MBS list matches your Medicare role, so you only see items you can bill.
Select Reset to put billing back to its default.
No next appointment needed? Tick Not required.
If it doesn't work
"No Medicare role set."
Your profile has no Medicare role, so no MBS items show. Add one in Control Panel > Medicare in T360, or ask your practice admin.
Finalise won't complete.
Choose an attendance outcome in Bill & Next first.
Items show Not done.
That is a reminder, not a block. Finish them, or finalise anyway if they are not needed.
Still stuck? Contact Tacklit support.