Uploading Medicare EPC

Click HERE to watch a tutorial on how to upload a Medicare EPC

What is a Medicare EPC?

Medicare EPC stands for "Medicare Enhanced Primary Care plan". Each calendar year (Jan 1st to Dec 31st) eligible clients have access to 5 Medicare rebates. They are required to pay the full payment and will receive the rebate back into their nominated bank account with Medicare.

How to Upload a Medicare EPC

1. Have the EPC Document information available. See Example Below

2. Open client's profile > On the side bar: 

Open Cases 

3.  Add case.

Enter in the following details 

4. Case name: EPC

5. Type: Maximum appointments - Enter in a number from 1-5. 

6. Referral?: Yes

7. Referring doctor: enter GP's name from EPC NOTE: do not put "Dr" as you will be unable to find the GP's name

8. Issue date: enter date from EPC

9. DO NOT tick any of the boxes next to future appointments as this will create issues in future (refer to video for more context) 

10. Create Case

Open Client details

11. Edit

12. Scroll to Medicare number: enter number from EPC

13. Medicare reference number: enter ref number from EPC NOTE: if they do not have a ref number stated, enter 1 and Medicare will flag the incorrect number when processing and provide you with the correct ref number

14. Save

TO BE CONTINUED