This is a quick guide for setting up Medicare claims for the first time.
Follow these steps to set Medicare claiming at your practice for the first time:
Step 1: Migrate existing providers to your new Minor Site ID
- Locate your new Minor Site ID within the MediRecords
- Click More at the top of the page to reveal a drop-down list
- Click Settings
- Click Configuration Settings
- Click the Name of the Practice you are setting up
- Click Claiming-PRODA
- Write down the Location Code (Minor Site ID)
- Download the Medicare form for linking provider numbers to a Minor Site ID
- You can download the form by searching "HW052" from your browser
- Before you fill out the form, write down your Old Minor Site ID at the top of the form, and the date you want the new Minor Site ID to take effect (see example picture below)
- Make the Effective Date at least 5 days after you switch over to MediRecords (this will NOT affect patient claims)
- To locate your old Minor Site ID within Best Practice, click Setup -> Configuration -> Online Claiming
- To locate your old Minor Site ID within Medical Director / PracSoft, click Setup -> Global Settings -> Bulk Billing
- Note that the Medicare form only allows for six providers to be migrated, so you may need to fill out the form more than once
Example of Medicare form:
Step 2: Upload Medicare Certificates into MediRecords
- Click More at the top of the page to reveal a drop-down list
- Click Settings
- Click Configuration Settings
- Click the Name of the Practice you are setting up
- Click Claiming
- Click Medicare Pass-Phrase and type in your Medicare pass-phrase (known as a PIC code)
- You would have received a PIC code by letter when you received your Medicare Certificates
- Navigate to the P12 Certificate File (encrypt)
- Click Select File to open a file explorer window
- Open the location where your Medicare certificates are stored, and select the file called fac_encrypt.p12
- Navigate to the P12 Certificate File (sign)
- Click Select File to open a file explorer window
- Open the location where your Medicare certificates are stored, and select the file called fac_sign.p12
- Once the files are uploaded, there is a message displaying "100% done"
- Set Activate Medicare PCS (patient claim and store) to Yes
- *Important* Wait at least two weeks before automating your Medicare claims to allow the new Minor Site ID to take effect
- Click Save to apply the changes
- Once saved, the Medicare - Sender field should be auto-populated from the information contained within the certificates
*Note: Once your certificates have been uploaded, please notify the MediRecords Support Desk by sending an email to support@medirecords.com and then allow 15 to 30 minutes for the activation of your certificates to take effect on the Medicare server. Online Patient Verification (OPV) may not be available during this time.
Step 3: Configure individual Medicare profiles for providers
*Note: this step is only for when the provider is NOT a General Practitioner (GP). The Medicare profile for all providers is GP by default.
- Click More at the top of the page to reveal a drop-down list
- Click Settings
- Click Subscription Details
- Click Users
- Click the Tick-box next to the name of the provider
- Click Configure
- Click Invoices
- Click Medicare Provider Type to reveal a drop-down list
- The type is General (GP) by default
- Select Specialist or Allied to change the Medicare provider type
- Click Save to apply the changes
Your practice should now be set up, and you can start submitting Medicare claims online.
If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com