ANZ HealthPay User manual

ANZ HEALTHPAY®
MEDICARE CLAIMING OPERATING GUIDE
Medicare Easyclaim Merchant Support: 1300 633 269

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Contents
1. Welcome 4
1.1 Merchant Agreement 4
1.2 Important Contact Details for Practitioners 4
1.3 Important Contact Details for Claimants 4
2. Claim Types 5
2.1 Patient Claims 5
2.2 Bulk Bill Claims 6
2.3 Medical Practitioner 6
3. General Information 7
3.1 Patients and Claimants 7
3.2 Bank Accounts 7
3.3 Optional Fields 7
3.4 Medicare Easyclaim Reference Guide 7
3.5 Express Claims 7
3.6 Receipts 8
3.7 Ineligible Claims and Error Codes 8
3.8 Medicare EasyClaim Time-Out 8
3.9 System Unavailability 9
4. Setting up the Terminal 9
4.1 Adding Terminal Operator IDs. 9
4.2 Modifying Terminal Operator IDs. 11
4.3 Removing Terminal Operator IDs. 11
4.4 Printing an Operator List 12
5. Customising Medicare Easyclaim 12
5.1 Services Setup 13
5.2 Provider Setup 14
5.3 MBS Item Setup 17
5.4 Other Settings 18
6. Making a Claim 19
6.1 For Approved Fully Paid Patient Claims 21
6.2 For Unpaid or Part-Paid Claims 22
6.3 For Bulk Bill 22

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7. Other Administrative functions 23
7.1 Updating details for providers and MBS item numbers 23
7.2 Updating details on replacement terminals 23
7.3 Reconciling Bulk Bill claims and payments 23
7.4 LSPN Setup 23
7.5 Equipment Setup 24
7.6 Referring and Requesting Provider Setup 25
7.7 SPC ID Setup 26
7.8 Receipt Setup 27
8. Claim Data Details 28
9. Services Data Details 31
10. Medicare Receipts 34

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1. Welcome
Welcome to ANZ HealthPay™, providing seamless payments and claiming for healthcare
practitioners.
ANZ HealthPay allows you to process Medicare claims, private health fund claims, and
payments all through your EFTPOS terminal.
This operating guide provides in-depth information to help process Medicare, patient and
bulk bill claims.
This service can benet General Practitioners, Specialists, Diagnostic and Pathology clinics
through a reduction in the time and eort spent on completing Medicare claim forms and
through payments usually being made within 24 hours, straight into your nominated bank
account.
Patients also benet from this service. Using Medicare Easyclaim they can now have their
Medicare rebate deposited directly into their bank account.
This Medicare Easyclaim Merchant Operating Guide should be used in conjunction with
your existing ANZ POS Turbo 2 or ANZ POS Mobile 2 Merchant Operating Guide.
Please take time to ensure you and your sta read this manual thoroughly.
1.1 Merchant Agreement
Your ANZ Merchant Agreement contains valuable information and important
requirements relating to operating procedures. Instructions in this Merchant Operating
Guide form part of the ANZ Merchant Agreement and may be changed or replaced by us
in accordance to the terms of the merchant agreement.
1.2 Important Contact Details for Practitioners
ANZ’s Medicare Easyclaim Merchant Support 1300 633 269**
(24 hours, 7 days a week)
~ For instructions on how to process Medicare Easyclaim transactions
~ To report technical problems with the Medicare Easyclaim service.
ANZ HealthPay Helpdesk 1800 790 207 **
(24 hours, 7 days a week)
~ For EFTPOS hardware and technical diculties or merchant account enquiries
Medicare Australia Provider Line 132 150*
(24 hours, 7 days a week)
~ For Medical Practitioner claiming enquiries
~ For other Medicare Australia system enquiries.
1.3 Important Contact Details for Claimants
Medicare Australia Consumer Line 132 011*
(24 hours, 7days a week)
~ For patient or claimant enquiries regarding claim assessment
~ For other general Medicare Australia enquiries.

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If a claimant has not received their Medicare rebate processed via Medicare Easyclaim,
they should contact the nancial institution that issued the EFTPOS card used in the
transaction.
NOTE: * Call charges apply. 24 hour service.
** Call charges may apply from mobile phones or payphones only.
2. Claim Types
2.1 Patient Claims
There are three types of patient claim:
• Paid
• Partially Paid
• Unpaid.
Any Medicare benet payable in respect of a patient claim is payable to the claimant, who
may or may not be the patient.
2.1.1 Paid Patient Claim
A Paid Patient claim is where a claimant has fully paid the medical practitioner.
For this patient claim type, where Medicare Australia assesses that a Medicare rebate is
payable, the Medicare rebate will be paid to the claimant.
To process a Paid Patient claim, please refer to section 6.
2.1.2 Partially Paid Patient Claim
A Partially Paid Patient claim exists when a portion of an account of the medical
practitioner has been paid.
Where Medicare Australia assesses that a rebate is payable, Medicare Australia will issue a
statement and a Pay Doctor via Claimant (PDVC) cheque, which is mailed to the claimant’s
address that is recorded with Medicare Australia. Where no benet is assessed as payable,
only a statement will be forwarded to the claimant’s address that is recorded with
Medicare Australia.
The claimant is then responsible for forwarding the cheque, with any outstanding amount,
to the medical practitioner.
To process a Partially Paid Patient claim, please refer to section 6.

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2.1.3 Unpaid Patient Claim
An Unpaid Patient claim exists when a claimant has not paid a medical practitioner’s
account.
Where Medicare Australia assesses that a rebate is payable, Medicare Australia will issue a
statement and a Pay Doctor via Claimant (PDVC) cheque, which is mailed to the claimant’s
Medicare address that is recorded with Medicare Australia. Where no benet is assessed as
payable, only a statement will be forwarded to the claimant’s address that is recorded with
Medicare Australia. The claimant is then responsible for forwarding the cheque, with any
outstanding amount, to the Medical Practitioner.
To process an Unpaid Patient claim, please refer to section 6.
2.2 Bulk Bill Claims
A Bulk Bill Claim is a claim made by a Medical Practitioner who undertakes to accept the
relevant Medicare rebate(s) as full payment for the service(s) provided by that medical
practitioner to the patient and where the right to that Medicare rebate(s) has been
assigned to the medical practitioner by the patient.
It is the Medical Practitioner’s discretion whether to bulk bill a Patient or not.
To process a Bulk Bill Claim, please refer to section 6.
2.3 Medical Practitioner
For all patient claim types, the medical practitioner can be a General Practitioner,
Specialist, Allied Health Provider, Dentist, Radiologist or any other practitioner who
provides a medical service, which is covered by the Medicare Benets Schedule.
For all Bulk Bill claims, the medical practitioner can be a General Practitioner, Specialist,
Allied Health Provider, Dentist, Pathologist, Radiologist or any other practitioner who
provides a medical service, which is covered by the Medicare Benets Schedule.

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3. General Information
3.1 Patients and Claimants
Medicare Easyclaim makes references to both patients and claimants. The patient is the
recipient of a medical service. The claimant is the person receiving the Medicare rebate
relating to the service provided.
The patient and claimant may be the same person or dierent people e.g. a child receiving
the service is the patient and the child’s parent or guardian may be the claimant. Multiple
patients can be listed on a single Medicare card, but each patient claim must be processed
individually.
3.2 Bank Accounts
Medicare rebates can only be paid into a cheque or savings account, not into a credit card
account. However credit cards can be used to pay for the service provided in accordance
with your usual business processes.
3.3 Optional Fields
In certain circumstances, you may be asked to enter additional information to allow
Medicare Australia to assess the service and process the claim. Omission of this information
may result in either a rejection or Medicare Australia contacting you for clarication.
Examples of optional elds include, Item Override Code, Equipment Identication Number,
Self Deemed Code, Account Reference Number and Location Specic Practice Number (LSPN).
Please refer to your Medicare Easyclaim Reference Guide to view denitions of the above
optional elds. The Medicare Easyclaim Reference Guide is included in the Medicare
Easyclaim Starter Kit and is available directly from Medicare Australia.
3.4 Medicare Easyclaim Reference Guide
For more information about Medicare Easyclaim, including services that are not supported
by Medicare Easyclaim, please refer to the Medicare Easyclaim Reference Guide, or visit
www.medicareaustralia.gov.au and click on the link for Health Professionals.
3.5 Express Claims
The Medicare Easyclaim application has an Express Claim option for Paid Patient claims
and Bulk Bill claims.
Depending on the type of Medical Practitioner processing the claim, the following steps
may not be presented:
• Payee Provider
• Item Override Code
• Location Specic Practice Number
• Equipment ID.

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3.6 Receipts
The ANZ HealthPay terminal will produce a Medicare receipt for each claim (including
cancelled claims), please hand this receipt to the claimant. For cancelled claims, also
provide a medical account receipt to enable the claimant to make a claim through an
alternative channel.
For Bulk Bill claims, a two-part receipt will be printed. Please hand the completed receipt
to the patient.
The ANZ HealthPay terminal can print a duplicate of the EFTPOS receipt from the last
transaction. This would be used in circumstances where the terminal runs out of paper
mid-receipt. If the medical practice requires copies of all Medicare receipts refer to Section
5.4 to enable duplicate receipt printing.
Sample receipts are contained in Section 10 of this guide.
3.7 Ineligible Claims and Error Codes
Where a claim is lodged for a patient who is not eligible for Medicare benets or service,
Medicare Australia will reject the claim and a brief message, including an error code, will
be displayed on the HealthPay terminal indicating that the Patient is not eligible. Please
refer to the Medicare Easyclaim Reference Guide for error code denitions.
A receipt is printed showing the 4 digit error code e.g. 9611.
3.8 Medicare EasyClaim Time-Out
There are a number of scenarios where the Medicare Easyclaim application can time-out.
Scenario 1 - Patient Claim
If the Medicare Easyclaim operator pauses for more than approximately 30 seconds during
the entry of patient claim details at any point prior to Medicare Australia approval, the
claim will time-out.
When a time-out occurs in this scenario, the terminal will return to the ANZ Idle screen and
the claim details will need to be entered again.
Scenario 2 - Patient Claim
If there is a delay of approximately 30 seconds between the claimant swiping their EFTPOS
card and entering their PIN, a time-out will occur.
When a time-out occurs in this scenario, a message will prompt the claimant to retry their
PIN entry. If the claimant does not enter a PIN, the transaction will be cancelled and a
‘Cancelled by Practitioner Receipt’ will be produced.
Scenario 3 - Bulk Bill
If the Medicare Easyclaim operator pauses for more than approximately 30 seconds during
the entry of patient claim details at any point prior to the Assign benets screen, the
terminal will time-out.
When a time-out occurs in this scenario, the terminal will return to the ANZ Idle screen and
the claim details will need to be entered again.

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Scenario 4 - Bulk Bill
If there is no response within approximately 30 seconds to the prompt on the Assign
benets screen, the ANZ HealthPay terminal will time-out.
When a time-out occurs in this scenario, the transaction will be cancelled and a ‘Cancelled
by Practitioner Receipt’ will be produced.
3.9 System Unavailability
Should the Medicare network become unavailable for a period of time, the ANZ HealthPay
terminal will display a message when you attempt to next process a claim.
In this event, you may advise the claimant to lodge their claim through an alternative
channel.
4. Setting up the ANZ HealthPay Terminal
4.1 Adding Terminal Operator IDs.
A user ID is required to process Medicare transactions. The user ID is part of the security
mode features of the ANZ HealthPay terminal. Security mode is used to prevent
unauthorised use of the terminal when it is left unattended.
Start from the ANZ Idle screen. For example:
Press ENTER.
ANZ EFTPOS MENU
1 PURCHASE
2 CASH OUT
3 REFUND
ANZ EFTPOS MENU
8 SUPERVISOR
9 BALANCE INQUIRY
10 SERVICES
Scroll down to select the SERVICES option and
press ENTER. If you have set up an Operator ID
on your terminal you will be prompted to enter
the Operator ID. For example:
CANCEL CLAIM
OPERATOR ID?

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SERVICES
1 MEDICARE EASYCLAIM
9 ADMIN
From the SERVICES menu, press FUNC.
SERVICES
1 END SESSION
2 BARCODE PRINTING
3 TERMINAL UPDATES
4 MERCHANT SETTINGS
Press 4 to select MERCHANT SETTINGS.
SYSTEM ADMIN
Master User ID?
Enter Master User Id (default Id is 467263) then
press ENTER.
MERCHANT SETTINGS
1 OPERATOR ADMIN
2 SECURITY MODE
3 TIMERS
4 REVERSAL
Press 1 to select OPERATOR ADMIN.
OPERATOR ADMIN
1 ADD OPERATOR
2 MODIFY OPERATOR
3 REMOVE OPERATOR
4 OPERATOR LIST
Press 1 to select ADD OPERATOR.
ADD NEW OPERATOR
OPERATOR NAME Enter Operator Name then press ENTER.
ADD NEW OPERATOR
USER ID? Enter Operator ID then press ENTER.
ADD NEW OPERATOR
USER ID?
RECORD ADDED…
The new Operator is added to the terminal.
ADD NEW OPERATOR
OPERATOR NAME
If another operator is to be added please repeat
the previous 3 steps. If there are no more
operators to be added, press CANCEL to return
to the OPERATOR ADMIN screen.

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4.2 Modifying Terminal Operator IDs.
Repeat the steps in section 4.1 until you reach the OPERATOR ADMIN menu.
OPERATOR ADMIN
1 ADD OPERATOR
2 MODIFY OPERATOR
3 REMOVE OPERATOR
4 OPERATOR LIST
Press 2 to select MODIFY OPERATOR.
MODIFY OPERATOR
OPERATOR NAME
OPERATOR1
PREV NEXT
Select PREV or NEXT from the menu by pressing
the CHQ or CR soft-function keys until you locate
the operator you wish to change and then press
ENTER.
MODIFY OPERATOR
USER ID? (NEW) Enter New User ID then press ENTER.
MODIFY OPERATOR
USER ID? (CONFIRM) Enter New User ID then press ENTER.
UPDATING RECORD…
MODIFY OPERATOR
OPERATOR NAME
To modify another operator please repeat the
above steps. If there are no more operators to
modify, press CANCEL to return to the OPERATOR
ADMIN screen.
4.3 Removing Terminal Operator IDs.
Repeat the steps in section 4.1 until you reach the OPERATOR ADMIN menu.
OPERATOR ADMIN
1 ADD OPERATOR
2 MODIFY OPERATOR
3 REMOVE OPERATOR
4 OPERATOR LIST
Press 2 to select REMOVE OPERATOR.

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REMOVE OPERATOR
OPERATOR NAME
OPERATOR1
PREV NEXT
Select PREV or NEXT from the menu by pressing
the CHQ or CR soft-function keys until you locate
the operator you wish to delete and then press
ENTER.
REMOVE OPERATOR
OPERATOR NAME
PREV NEXT
The selected operator has been deleted. Press
CANCEL to return to the OPERATOR ADMIN
screen.
4.4 Printing an Operator List
Repeat the steps in section 4.1 until you reach the OPERATOR ADMIN menu:
OPERATOR ADMIN
1 ADD OPERATOR
2 MODIFY OPERATOR
3 REMOVE OPERATOR
4 OPERATOR LIST
Press 4 to select OPERATOR LIST. The terminal
will print an Operator List. Press CANCEL to
return to ANZ idle screen.
5. Customising Medicare Easyclaim on your ANZ
HealthPay terminal
Medicare Easyclaim is designed to make claiming Medicare benets quick and ecient.
With ANZ HealthPay you are able to congure customised lists of providers and services
that will save time during the processing of a claim. In order to gain the most out of your
ANZ HealthPay service it is advisable to set up a few options relating to your service. This
will aect the options you are presented with when you process a claim.
The steps detailed below show how to set up three main elds, Services, Provider and MBS
Items. Other options, including LSPN, Equipment, Ref/ReqProv, SCP ID and Receipts, can
also be customised. See Section Other Administrative Functions for more detail.

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5.1 Services Setup
To go to the Setup Services menu:
Start from the ANZ Idle screen.
For example:
Press ENTER.
ANZ EFTPOS MENU
1 PURCHASE
2 CASH OUT
3 REFUND
ANZ EFTPOS MENU
8 SUPERVISOR
9 BALANCE INQUIRY
10 SERVICES
Scroll down to select the SERVICES option and
press ENTER.If you have set up an Operator ID on
your terminal you will be prompted to enter the
Operator ID. For example:
CANCEL CLAIM
OPERATOR ID?
Enter your Operator ID, then press ENTER.
Terminal will display the services screen.
SERVICES
1 HEALTHPONT
2 MEDICARE EASYCLAIM
3 ADMIN
Press 2 to select MEDICARE EASYCLAIM.
MEDICARE EASYCLAIM
1 CLAIM
9 SETUP
Press 9 to select SETUP.

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SETUP
1 SERVICE SETUP
2 PROVIDER SETUP
3 MBS ITEM SETUP
4 LSPN SETUP
Press 1 to select SERVICES SETUP.
SETUP
1 GP YES
2 SPEC/AH/DENTAL YES
3 DIAGNOSTIC YES
4 PATHOLOGY YES
Change the services available by pressing the
number next to the service. By default, all
Service types are set to YES. Change any Services
not applicable to NO then press ENTER. The
terminal will save these settings and print a
conrmation receipt.
Note: Only the Services set to “Yes” will be available
choices when making a claim or when setting up other
preferences.
5.2 Provider Setup
To go to the Provider menu:
Start from the ANZ Idle screen.
For example:
Press ENTER.
ANZ EFTPOS MENU
1 PURCHASE
2 CASH OUT
3 REFUND
PROVIDER MENU
8 SUPERVISOR
9 BALANCE INQUIRY
10 SERVICES
Scroll down to select the SERVICES option and
press ENTER.If you have set up an Operator ID on
your terminal you will be prompted to enter the
Operator ID. For example:

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CANCEL CLAIM
OPERATOR ID?
Enter your Operator ID, then press ENTER.
Terminal will display the services screen.
SERVICES
1 HEALTHPONT
2 MEDICARE EASYCLAIM
3 ADMIN
Press 2 for MEDICARE EASYCLAIM.
MEDICARE EASYCLAIM
1 CLAIM
9 SETUP
Press 9 for SETUP.
SETUP
1 SERVICE SETUP
2 PROVIDER SETUP
3 MBS ITEM SETUP
4 LSPN SETUP
Press 2 for PROVIDER SETUP, the terminal will
show a list of your Providers.
PROVIDER LIST
1 DR SMITH
ADD PRINT
To add a new Provider, select ADD option by
pressing the corresponding YELLOW key.
PROVIDER NUM
Enter the PROVIDER NUMBER and press ENTER.
Note: The provider number must be full 8 characters,
including letters. If a provider number is less than 8
characters, add ‘0’ at the start to ll up the space.
SHORT NAME Enter the PROVIDER NAME and press ENTER.
SERVICE TYPE
1 GP
2 SPEC/AH/DENTAL
3 DIAGNOSTIC
4 PATHOLOGY
Select the SERVICE TYPE they provide.

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PAYEE PROVIDER
1 N/A
2 GP1
SEARCH
If payment for this Provider’s services is to go
into the bank account they have registered with
Medicare, select N/A. Otherwise select a provider
to be the Payee Provider.
PAYEE PROVIDER
1 PROVIDER NUMBER
2 SHORT NAME
3 SERVICE TYPE
DELETE
The screen will display the Provider’s details.
Press ENTER if they are correct, or select one to
edit it. Add as many Providers as are necessary.
PROVIDER LIST
1 DR SMITH
2 DR XYZ
ADD PRINT
The screen will show the list of Providers.
Press ENTER to accept changes. The terminal will
print a receipt of the list of Providers.

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5.3 MBS Item Setup
To go to the MBS Item menu:
Start from the ANZ Idle screen.
For example:
Press ENTER.
ANZ EFTPOS MENU
1 PURCHASE
2 CASH OUT
3 REFUND
MBS ITEM MENU
8 SUPERVISOR
9 BALANCE INQUIRY
10 SERVICES
Scroll down to select the SERVICES option and
press ENTER. If you have set up an Operator ID
on your terminal you will be prompted to enter
the Operator ID. For example:
CANCEL CLAIM
OPERATOR ID?
Enter your Operator ID, then press ENTER.
Terminal will display the services screen.
SERVICES
1 HEALTHPONT
2 MEDICARE EASYCLAIM
3 ADMIN
Press 2 for MEDICARE EASYCLAIM.
MEDICARE EASYCLAIM
1 CLAIM
9 SETUP
Press 9 for SETUP.

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SETUP
1 SERVICE SETUP
2 PROVIDER SETUP
3 MBS ITEM SETUP
4 LSPN SETUP
Press 3 for MBS ITEM SETUP the terminal will
display the SERVICE TYPE list.
SERVICE TYPE
1 GP
2 SPEC/AH/DENTAL
3 DIAGNOSTIC
4 PATHOLOGY
Select the SERVICE TYPE.
DIAGNOSTIC ITEMS
ADD PRINT
To add a new MBS ITEM, Select ADD option by
pressing the corresponding YELLOW key.
ITEM NUMBER 1 Enter the MBS ITEM NUMBER and press ENTER.
SHORT NAME Enter the SHORT NAME for the Item and press
ENTER.
ITEM AMOUNT Enter the full service fee amount including the
schedule fee and additional payments and press
ENTER.
REVIEW ITEM
1 ITEM NUMBER
2 SHORT NAME
3 ITEM AMOUNT
DELETE
The screen will show a summary of the
information entered. Check that is correct and
press ENTER.
Add as many MBS items as are necessary. The
screen will show the list of MBS Items. Press
ENTER to accept changes. The terminal will print
a receipt of the MBS Item numbers.
5.4 Other Settings
There are several other settings listed in the Setup menu, which are not applicable to all
practices. See Section Other Administrative Functions for details on setting up these
other settings.

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6. Making a Claim
When you have completed setting up your terminal, the process will be streamlined to
your practice. The options you selected during setup aect which options you are given
when you come to raise a claim.
Start from the ANZ Idle screen.
For example:
Press ENTER.
ANZ EFTPOS MENU
1 PURCHASE
2 CASH OUT
3 REFUND
ANZ EFTPOS MENU
8 SUPERVISOR
9 BALANCE INQUIRY
10 SERVICES
Scroll down to select the SERVICES option and
press ENTER. If you have set up an Operator ID
on your terminal you will be prompted to enter
the Operator ID. For example:
CANCEL CLAIM
OPERATOR ID?
Enter your Operator ID, then press ENTER.
Terminal will display the services screen.
SERVICES
1 HEALTHPONT
2 MEDICARE EASYCLAIM
3 ADMIN
Press 2 for MEDICARE EASYCLAIM.
MEDICARE EASYCLAIM
1 CLAIM
9 SETUP
Press 1 for CLAIM.

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PATIENT CARD
SWIPE CARD OR KEY
Swipe the claimants Medicare Card or enter the
card number.
Note: Medicare card can be swiped at Idle status and it
will directly take you to step 6.
PATIENT CARD
SWIPE CARD OR KEY
Enter the IRN and press ENTER.
Note: The IRN is number that is listed next to the patient’s
name on Medicare card.
CLAIM TYPE
1 FULLY PAID
2 PARTIALLY PAID
3 UNPAID
4 BULK BILL
Select Claim type by pressing the number that
matches the claim type.
Note: This option will not be given if the only service
available is Pathology.
SERVICE PROVIDER
1 DR SMITH
SEARCH
Select the service provider.
If Provider details have been setup (see Section
Customising Medicare Easyclaim) press the
number next to the Provider you wish to select.
Alternatively: To use a dierent Provider number,
select SEARCH option, key in the Provider
Number and press ENTER.
If no Provider details have been set up, key in the
Provider number and press ENTER.
Note: The provider number must be a full 8 characters,
including letters. If a provider number is less than 8
characters, add ‘0’ at the start to ll up the space.
SERVICE PROVIDER
1 DR SMITH
SEARCH
The terminal will display the Claim Data details;
check that the information is correct and press
ENTER.
To modify any Claim Data details, select the
number corresponding to the information you
wish to change. For further information about
each claim item see Section Claim Data Details.
After modifying a Claim Data detail, the terminal
will return to this screen. Press ENTER when all
required changes have been made.
MBS ITEM
1 LEVEL A CONSULTATION
Terminal will display the MBS Item list if they
have been set up (see Section Customising
Medicare Easyclaim), press the number
corresponding to the MBS Item required.
If no MBS Items have been set up, manually enter
the item number then press ENTER.