Pay and claim with CommBank Smart Health

Quick Reference Guide

When can I use CommBank Smart Health in Bp Premier?

CommBank Smart Health is the Bank’s latest health claiming solution. The solution is currently in pilot. If you are interested in participating in the pilot or would like to learn more, please email health.onboarding@cba.com.au.

Best Practice Software will communicate through the regular communication channels and the product release notes when CommBank Health Claim is available to all practices.

Pay and claim with CommBank Smart Health

CommBank Smart Health payments are processed from the Payment details screen just like other payment types.

Note the following are applicable when processing a payment through CommBank BHealth:

  • Only fully paid accounts can be handled via CommBank Smart Health from Bp Premier (the Pay Full Amount checkbox must be ticked). If your patient wishes to split payments between card and cash, you must produce two separate invoices, one with the services being paid via CommBank Smart Health and the other with the services being paid by cash.
  • Medicare and DVA items cannot be paid through CommBank Smart Health with EFTPOS. You can only pay an invoice with custom practice items through EFTPOS using the CBA terminal. If an invoice has Medicare or DVA items, you are required to provide the patient’s Medicare number, and the CBA terminal will direct you to process the payment through Medicare systems.
  • Only one CommBank Smart Health transaction can be active on a machine at a time. Complete the transaction by ensuring the Best Practice - Payments Utility is closed on your machine before starting another transaction.

Completing a CommBank Smart Health transaction

All CommBank Smart Health transactions start with the same steps and then differ depending upon how the patient pays their account.

  1. Create a simple account to be paid in full via CommBank Smart Health. The CommBank Smart Health process starts on the Payment details screen.
  2. On the Payment details screen, select the CommBank Smart Health field and click the Pay full amount checkbox to allocate the full amount.
  3. Click Process. The Best Practice - Payments Utility window appears.
  4. Payment Utility Screen

  5. Confirm the correct Patient, Total Amount and services are displayed.
  6. Select Card Present as the Transaction Method.
  7. Use the following information to guide the rest of your selections on the Best Practice - Payments Utility screen.
    1. The patient is claiming a Medicare rebate: Claim TypeFully Paid
    2. The patient is paying with an overseas student health cover fund: Claim TypeOSHC
    3. The patient is paying a custom item via EFTPOS: Claim Type: Fully Paid.
  8. NOTE  The patient requires a bank card linked to a savings or cheque account to receive the Medicare rebate back into their bank account; Medicare does not support paying rebates onto credit cards.

  9. Ensure that the correct Terminal is chosen.
  10. Click Pay. The Payment Request Sent progress bar shows.
  11. Payment Request Progress Bar

  12. How your patient is paying will change what steps you perform now. Scroll to the section that describes how the patient is paying.
NOTE  

If you are using a CBA terminal, by default Medicare rebates will be processed via the terminal. However if you would prefer to use the CBA terminal to take the payment and send the claim via patient claiming in Bp Premier to have Medicare pay the rebate amount into the patient's bank account, Tick the Send via Patient Claiming option in the Account details screen.

If you are using a CBA Smart Terminal, Medicare rebates currently cannot be processed via the terminal. Tick the Send via Patient Claiming option in the Account details screen and the CBA terminal will take the payment and send the claim via patient claiming in Bp Premier to have Medicare pay the rebate amount into the patient's bank account.

Patient is claiming a Medicare rebate

  1. The CommBank terminal displays your transaction in the Pending Payments list. Select your transaction.
  2. If the patient does not have a Medicare number entered in Bp Premier, the terminal allows you to swipe the patient's Medicare card or enter the Medicare Card Number and then the patient number. The Patient Invoice is then displayed.
  3. Confirm the Patient Invoice is correct and select Raise Invoice. The Select Payment Method screen appears.
  4. Select either Card (Full Amount) or Cash/Other (Full Amount).
  5. Follow the prompts on the terminal to complete the transaction with either card or cash. The Medicare Rebate screen appears.
  6. Select Request Medicare Rebate. Swipe, tap or insert the bank card that will receive the Medicare rebate. This card must be linked to a cheque or savings account.
  7. The rebate request is sent to Medicare. When complete, the terminal displays the invoice total, total out of pocket and total rebate.

Patient is paying with an overseas student health cover card

  1. The CommBank terminal displays your transaction in the Pending Payments list. Select your transaction.
  2. The terminal prompts to swipe the private health insurance card.
  3. The terminal contacts the private health fund for payment.
  4. The Patient Invoice is displayed.
  5. If there is a gap that has not been covered by the private health fund, follow the prompts on the terminal to complete the transaction with either card or cash.

Patient is paying for a custom item via EFTPOS

  1. The CommBank terminal displays your transaction in the Pending Payments list. Select your transaction.
  2. Confirm the Patient Invoice is correct and select Raise invoice. The Select Payment Method screen appears.
  3. Select either Card (Full Amount) or Cash/Other (Full Amount).
  4. Follow the prompts on the terminal to complete the transaction with either card or cash.

Finish the CommBank Smart Health transaction

  1. Back in Bp Premier, the Best Practice - Payments Utility changes status to Payment Successful. Close the Best Practice - Payments Utility screen.
  2. Whitecoat payment successful

  3. Click either Print receipt or Close on the Payment details screen.

You can now process another CommBank Smart Health transaction.

Last updated 8 November 2021

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