Pre-consult sweep

Thirty seconds before they walk in · MBS current at Aug 2026

Patient

Basics
MyMedicare
Clinical flags
Assessment triggers
Claim history

Today's actions

0
You
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Nurse
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Reception
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Blocked

    Every patient, every visit

    Assignment of benefit

    Capture consent before the claim goes out

    New rules from 1 July 2026. No approved form needed and no practitioner signature. Consent can be taken before or after the service, but must exist before the claim is lodged. Keep it for two years.

    Assignment of benefit

    Verbal is still valid until 30 June 2027

    During the transition, record verbal agreement by entering "assignor verbally agreed" in the signature field and sending the patient a copy. This is a concession, not the destination.

    Assignment of benefit

    Move eligible patients to enduring consent

    MyMedicare registrants, aged care residents and ACCHO or AMS patients can give an enduring assignment from 1 July 2026. One conversation removes the per-visit step permanently.

    MyMedicare

    Check registration before you plan

    A patient registered at another practice cannot have a GPCCMP claimed here. Verify in HPOS, not from memory. Registration also drives bulk billing incentives and telehealth eligibility.

    Recall

    Book the next review before they leave

    Every plan and review ends with the next appointment already in the book. A review booked at the desk beats one chased by SMS three months later.

    Recall

    Clear the legacy plan backlog

    Every GPMP or TCA still on file must become a GPCCMP before 30 June 2027 or allied health access stops. From 1 July 2027 a GPCCMP is also required for DMMR.

    Cancellations

    Confirm the long appointments

    Ask reception to phone-confirm plans, reviews and assessments 24 hours out. These are the slots that cost the most when they empty, and SMS alone does not hold them.

    Documentation

    Write the item, not around it

    Each item has mandatory components. If the note does not show every element, the claim is not defensible on audit. Records must be contemporaneous and kept two years.

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