Phase 2 Funding & Payment

🔹 Phase 2: Funding & Payment Admin – Day 3-5

Once familiar with client interactions, focus on understanding payments and funding pathways.

4. Taking Payments & Payment Systems
   
   

   • Eftpos Settlement + End-of-Day Process

   • What to Do if There’s an EFTPOS Error

   • Medipass – How & When to Use It

   • WorkCover Pre-Appointment Questionnaires

   • Telehealth Instructions (send to clients when needed)
     
     

5. Understanding Third Party Funding Options
   
   

   • Private Clients

   • Medicare (EPC)

   • DVA

   • WorkCover / CTP

   • NDIS Overview (Self, Plan, NDIA Managed)

   • NDIS Funding Codes

   • Effect is an NDIS Registered Provider – How to Upload Manually
     
     

6. New Client Protocols
   
   

   • New Client To-Do List (Initial Consult Process)

   • Scanning, uploading, and managing documents in Cliniko

   • How to explain pricing to new or walk-in clients