Submit a Bulk Bill Claim

Before submitting a Bulk Bill, you'll just need to ensure you've followed our handy Medicare setup checklist


Step 1 - Start a Bulk Bill claim by creating a new invoice

  • Submitting a Bulk Bill claim starts by creating a new invoice
  • As pictured above, select 'Bulk Billing Claim' from the 'Medicare Claim' drop-down list
  • The 'Service Category' may also need to be set


Step 2 - Add Consultation information

The compulsory fields to enter at this step are:

  • Date of Consultation
  • Location
  • Provider Number
  • Allocate to referral


Step 3 - Billing Information


  • Enter the relevant Service Type by starting to type in the item code. The fee, owing amount and other fields should then automatically populate
  • Ensure that no payments are recorded against the service type, as the client has not paid up-front for the consultation
  • Tick the 'Transmit' box, to indicate that you wish to send this claim to Medicare for processing
  • Occasionally, 'Flags' may be required to supply extra information about the consultation to Medicare


Step 4 - Client Information

The client information should populate automatically, based on the Client details on record. However, you are able to modify these on the invoice as well.


Step 5 - Referral\Request Information

Similarly to Step 4, the referral details should automatically populate based on the Client's details. Again, these can be manually updated if needed.


Step 6 - Claim Information

  • The 'Certificate Store' should already be set by default
  • 'Authorised by Client', 'Send request now' and 'Submit claim to Medicare assessor' should all be set to 'Yes'
  • If activated within your Medicare claiming defaults, you can also alter the 'Payee provider number'


Step 7 - Save the Invoice

James Hogan -

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