Bulk Billing - Medicare & DVA: Quick Guide

This article explains how to bulk bill Medicare and DVA claims in MediRecords, where the practice charges only the Medicare Benefits Schedule (MBS) amount and the rebate is paid directly to the practice. It covers creating, submitting, and cancelling a bulk bill claim. This applies to any practice using bulk billing.

Before completing the steps in this article, Medicare Online Claiming: Configuration & Preferences must already be completed.

Contents:

1. What is Bulk Billing?
2. How Bulk Bill Claims Are Submitted
3. Where You Can Create a Bulk Bill Claim
4. Creating a Bulk Bill Claim
5. Cancelling a Bulk Bill Claim
6. Cancelling a Claim in MediRecords
7. Assignment of Benefit (AOB)
8. Troubleshooting

What is Bulk Billing?

Bulk billing means the practice charges the patient only the amount covered by Medicare or DVA, with no additional fees.

To be bulk billed:

• The patient must have a valid Medicare or DVA card
• The service must be eligible under the relevant schedule

How Bulk Bill Claims Are Submitted

• Bulk bill invoices are first saved to the Unclaimed Amounts screen.
• Claims are submitted only after a successful OPV.
• If automatic submission is enabled, claims are sent overnight.
• If automatic submission is disabled, claims must be submitted manually from the Claiming screen.

This ensures all required checks are completed before submission.

Where You Can Create a Bulk Bill Claim

Bulk bill claims can be created from multiple areas in MediRecords, including:

• Appointment Book
• Patient Record
• Consultation Billing
• Waiting Room billing workflow
• Sales Dashboard (New Invoice and New Multiple Patient Invoice)

Creating a Bulk Bill Claim

1. Open the billing screen from your chosen location.
2. Create a new invoice.
   
    
3. Complete the patient verification check (OPV).
   
    
4. Confirm the provider details.
   
    
5. Attach a referral if required.
   
    
6. Set Bill To as Medicare or DVA.
   
    
7. Select the correct schedule.
   
    
8. Enter the item number(s).
   
    
9. Select Print Medicare Statement if requested.
   
    

10. Click Claim.
    
     

    The invoice is saved to the Unclaimed screen and can be viewed in the patient record and Claiming screen.

Cancelling a Bulk Bill Claim

Cancelling a Claim in MediRecords

Once Medicare has confirmed cancellation:

1. To cancel a Medicare claim, select Accounts, then Claiming, then In Progress, check the claim checkbox, click More, and select Cancel Medicare Claim.
   
    
2. And click Yes to confirm. (The invoices return to the Unclaimed Amounts screen.)
   

Assignment of Benefit (AOB)

From 1 July 2026, Medicare Assignment of Benefit (AoB) requirements changed for Bulk Bill and Inpatient Medical Claims (IMC). These changes introduced new requirements for capturing, recording and retaining patient consent before claims can be submitted.

MediRecords has updated the invoicing workflow to support these requirements, including options for capturing consent in person or electronically and preventing claim submission until consent has been recorded.

For a full overview of the changes and any required actions, see Assignment of Benefit Changes: What Changed on 1 July 2026.

Troubleshooting

A bulk bill claim hasn't submitted automatically overnight

Cause: Automatic submission may be disabled for the practice, or the claim's OPV was not successful.

Resolution: Check whether automatic submission is enabled; if it is disabled, submit the claim manually from the Claiming screen. If OPV was unsuccessful, resolve the OPV issue before the claim can be submitted.

Escalate when: OPV was successful and automatic submission is enabled, but the claim still has not submitted after the overnight window.

Further Reading

• Patient Claims - Medicare, DVA & ECLIPSE: Quick Guide
• Manual Invoicing - Medicare, DVA & ECLIPSE: Quick Guide
• Private Invoicing: Quick Guide
• Bulk Billing Incentives