ANZ HealthPay Operating Manual
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ANZ HealthPay™
Medicare Claiming Operating Guide
03.22

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Summary of Contents for ANZ HealthPay

  • Page 1 ANZ HealthPay™ Medicare Claiming Operating Guide 03.22...
  • Page 2: Table Of Contents

    3.8 Medicare EasyClaim Time-Out 3.9 System Unavailability Setting up the ANZ HealthPay Terminal 4.1 Adding Terminal Operator IDs. 4.2 Modifying Terminal Operator IDs. 4.3 Removing Terminal Operator IDs. 4.4 Printing an Operator List Customising Medicare Easyclaim on your ANZ HealthPay terminal 5.1 Services Setup 5.2 Provider Setup 5.3 MBS Item Setup 5.4 Other Settings Making a Claim 6.1 For Approved Fully Paid Patient Claims 6.2 For Unpaid or Part-Paid Claims 6.3...
  • Page 3: Welcome

    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.
  • Page 4: Claim Types

    Practitioner by the patient. Where Medicare Australia assesses that a rebate is payable, Medicare Australia will issue a It is the Medical Practitioner’s discretion whether statement and a Pay Doctor via Claimant (PDVC) to bulk bill a Patient or not. cheque, which is mailed to the claimant’s address To process a Bulk Bill Claim, please refer to that is recorded with Medicare Australia. Where no section 6. benefit is assessed as payable, only a statement will be forwarded to the claimant’s address that is 2.3 MEDICAL PRACTITIONER recorded with Medicare Australia. The claimant is then responsible for forwarding For all patient claim types, the Medical Practitioner the cheque, with any outstanding amount, to the can be a General Practitioner, Specialist, Allied Medical Practitioner. Health Provider, Dentist, Radiologist or any other practitioner who provides a medical service, which To process a Partially Paid Patient claim, please is covered by the Medicare Benefits Schedule. refer to section 6. 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 Benefits Schedule. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 5: General Information

    Deemed Code, Account Reference Number and receipt printing. Location Specific Practice Number (LSPN). Sample receipts are contained in Section 10 of Please refer to your Medicare Easyclaim Reference this guide. Guide to view definitions of the above optional fields. The Medicare Easyclaim Reference Guide is 3.7 INELIGIBLE CLAIMS AND ERROR included in the Medicare Easyclaim Starter Kit and CODES is available directly from Medicare Australia. Where a claim is lodged for a patient who is not eligible for Medicare benefits or service, Medicare 3.4 MEDICARE EASYCLAIM REFERENCE Australia will reject the claim and a brief message, GUIDE including an error code, will be displayed on the For more information about Medicare Easyclaim, HealthPay terminal indicating that the Patient is including services that are not supported by not eligible. Please refer to the Medicare Medicare Easyclaim, please refer to the Easyclaim Reference Guide for error code Medicare Easyclaim Reference Guide, or visit definitions. www.medicareaustralia.gov.au and click on the A receipt is printed showing the 4 digit error code link for Health Professionals. e.g. 9611. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 6: Medicare Easyclaim Time-Out

    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 benefits screen, the terminal will time-out. When a time-out occurs in this scenario, the terminal will return to the Idle screen and the claim details will need to be entered again. Scenario 4 - Bulk Bill If there is no response within approximately 30 seconds to the prompt on the Assign benefits 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. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 7: Setting Up The Anz Healthpay Terminal

    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 Idle screen. For example: Press ENTER. ANZ HealthPay™ ANZ EFTPOS MENU 1 PURCHASE 2 CASH OUT 3 REFUND ANZ EFTPOS MENU Scroll down to select the SERVICES option and press ENTER. 8 SUPERVISOR If you have set up an Operator ID on your terminal you will be 9 BALANCE INQUIRY prompted to enter the Operator ID. For example: 10 SERVICES CANCEL CLAIM OPERATOR ID? SERVICES From the SERVICES menu, press FUNC. 1 MEDICARE EASYCLAIM 9 ADMIN SERVICES 1 END SESSION Press 4 to select MERCHANT SETTINGS. 2 BARCODE PRINTING 3 TERMINAL UPDATES 4 MERCHANT SETTINGS SYSTEM ADMIN Enter Master User Id (default Id is 467263) then press ENTER.
  • Page 8: Modifying Terminal Operator Ids

    3 REMOVE OPERATOR 4 OPERATOR LIST ADD NEW OPERATOR Enter Operator Name then press ENTER. OPERATOR NAME ADD NEW OPERATOR Enter Operator ID then press ENTER. USER ID? ADD NEW OPERATOR The new Operator is added to the terminal. USER ID? RECORD ADDED… If another operator is to be added please repeat the previous ADD NEW OPERATOR 3 steps. If there are no more operators to be added, press OPERATOR NAME CANCEL to return to the OPERATOR ADMIN screen. 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 Press 2 to select MODIFY OPERATOR. 2 MODIFY OPERATOR 3 REMOVE OPERATOR 4 OPERATOR LIST MODIFY OPERATOR OPERATOR NAME Select PREV or NEXT from the menu by pressing the CHQ or OPERATOR1 CR soft-function keys until you locate the operator you wish to change and then press ENTER. PREV NEXT ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 9: Removing Terminal Operator Ids

    OPERATOR NAME 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 Press 2 to select REMOVE OPERATOR. 2 MODIFY OPERATOR 3 REMOVE OPERATOR 4 OPERATOR LIST REMOVE OPERATOR OPERATOR NAME Select PREV or NEXT from the menu by pressing the CHQ or OPERATOR1 CR soft-function keys until you locate the operator you wish to delete and then press ENTER. PREV NEXT REMOVE OPERATOR OPERATOR NAME The selected operator has been deleted. Press CANCEL to return to the OPERATOR ADMIN screen. PREV NEXT 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 Press 4 to select OPERATOR LIST. The terminal will print an 2 MODIFY OPERATOR Operator List. Press CANCEL to return to idle screen. 3 REMOVE OPERATOR 4 OPERATOR LIST ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 10: Customising Medicare Easyclaim On Your Anz Healthpay Terminal

    Functions for more detail. advisable to set up a few options relating to your service. This will affect the options you are presented with when you process a claim. 5.1 SERVICES SETUP To go to the Setup Services menu: Start from the Idle screen. For example: Press ENTER. ANZ HealthPay™ ANZ EFTPOS MENU 1 PURCHASE 2 CASH OUT 3 REFUND ANZ EFTPOS MENU Scroll down to select the SERVICES option and press ENTER.If 8 SUPERVISOR you have set up an Operator ID on your terminal you will be 9 BALANCE INQUIRY prompted to enter the Operator ID. For example: 10 SERVICES CANCEL CLAIM Enter your Operator ID, then press ENTER. Terminal will display the services screen. OPERATOR ID? SERVICES 1 HEALTHPONT Press 2 to select MEDICARE EASYCLAIM. 2 MEDICARE EASYCLAIM 3 ADMIN ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 11: Provider Setup

    Change any Services not applicable to NO then press ENTER. 1 GP The terminal will save these settings and print a confirmation 2 SPEC/AH/DENTAL receipt. 3 DIAGNOSTIC 4 PATHOLOGY 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 Idle screen. For example: Press ENTER. ANZ HealthPay™ ANZ EFTPOS MENU 1 PURCHASE 2 CASH OUT 3 REFUND PROVIDER MENU Scroll down to select the SERVICES option and press ENTER.If 8 SUPERVISOR you have set up an Operator ID on your terminal you will be 9 BALANCE INQUIRY prompted to enter the Operator ID. For example: 10 SERVICES CANCEL CLAIM Enter your Operator ID, then press ENTER. Terminal will display the services screen. OPERATOR ID? ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 12 9 SETUP SETUP 1 SERVICE SETUP Press 2 for PROVIDER SETUP, the terminal will show a list of 2 PROVIDER SETUP your Providers. 3 MBS ITEM SETUP 4 LSPN SETUP PROVIDER LIST 1 DR SMITH To add a new Provider, select ADD option by pressing the corresponding YELLOW key. ADD PRINT Enter the PROVIDER NUMBER and press ENTER. PROVIDER NUM 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 fill up the space. SHORT NAME Enter the PROVIDER NAME and press ENTER. SERVICE TYPE 1 GP Select the SERVICE TYPE they provide. 2 SPEC/AH/DENTAL 3 DIAGNOSTIC 4 PATHOLOGY PAYEE PROVIDER If payment for this Provider’s services is to go into the bank 1 N/A account they have registered with Medicare, select N/A. 2 GP1 Otherwise select a provider to be the Payee Provider. SEARCH ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 13: Mbs Item Setup

    1 DR SMITH Press ENTER to accept changes. The terminal will print a 2 DR XYZ receipt of the list of Providers. ADD PRINT 5.3 MBS ITEM SETUP To go to the MBS Item menu: Start from the Idle screen. For example: Press ENTER. ANZ HealthPay™ ANZ EFTPOS MENU 1 PURCHASE 2 CASH OUT 3 REFUND MBS ITEM MENU Scroll down to select the SERVICES option and press ENTER. 8 SUPERVISOR If you have set up an Operator ID on your terminal you will be 9 BALANCE INQUIRY prompted to enter the Operator ID. For example: 10 SERVICES CANCEL CLAIM Enter your Operator ID, then press ENTER. Terminal will display the services screen. OPERATOR ID? SERVICES 1 HEALTHPONT Press 2 for MEDICARE EASYCLAIM. 2 MEDICARE EASYCLAIM 3 ADMIN ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 14: Other Settings

    3 MBS ITEM SETUP 4 LSPN SETUP SERVICE TYPE 1 GP Select the SERVICE TYPE. 2 SPEC/AH/DENTAL 3 DIAGNOSTIC 4 PATHOLOGY DIAGNOSTIC ITEMS To add a new MBS ITEM, Select ADD option by pressing the corresponding YELLOW key. ADD PRINT ITEM NUMBER 1 Enter the MBS ITEM NUMBER and press ENTER. SHORT NAME Enter the SHORT NAME for the Item and press ENTER. Enter the full service fee amount including the schedule fee ITEM AMOUNT and additional payments and press ENTER. REVIEW ITEM The screen will show a summary of the information entered. Check that is correct and press ENTER. 1 ITEM NUMBER 2 SHORT NAME Add as many MBS items as are necessary. The screen will 3 ITEM AMOUNT show the list of MBS Items. Press ENTER to accept changes. The terminal will print a receipt of the MBS Item numbers. DELETE 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. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 15: Making A Claim

    1 PURCHASE 2 CASH OUT 3 REFUND ANZ EFTPOS MENU Scroll down to select the SERVICES option and press ENTER. 8 SUPERVISOR If you have set up an Operator ID on your terminal you will be 9 BALANCE INQUIRY prompted to enter the Operator ID. For example: 10 SERVICES CANCEL CLAIM Enter your Operator ID, then press ENTER. Terminal will display the services screen. OPERATOR ID? SERVICES 1 HEALTHPONT Press 2 for MEDICARE EASYCLAIM. 2 MEDICARE EASYCLAIM 3 ADMIN MEDICARE EASYCLAIM Press 1 for CLAIM. 1 CLAIM 9 SETUP Swipe the claimants Medicare Card or enter the card number. PATIENT CARD Note: Medicare card can be swiped at Idle status and it will SWIPE CARD OR KEY directly take you to step 6. Enter the IRN and press ENTER. PATIENT CARD Note: The IRN is number that is listed next to the patient’s name on SWIPE CARD OR KEY Medicare card. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 16 Data Details. SEARCH After modifying a Claim Data detail, the terminal will return to this screen. Press ENTER when all required changes have been made. Terminal will display the MBS Item list if they have been set up (see Section Customising Medicare Easyclaim), press the MBS ITEM number corresponding to the MBS Item required. 1 LEVEL A CONSULTATION If no MBS Items have been set up, manually enter the item number then press ENTER. Terminal will display the Service Item details; check that the information is correct and press ENTER. LEVEL A CONSULTATION To change/modify any of the service item details, select the number corresponding to it (eg press 1 to modify Amount) 1 AMOUNT $23.50 2 DATE 11/10/14 Select DISCARD option you want to discard the item. 3 OVERRIDE CODE Use the up and down arrow key to scroll to next page. DISCARD After modifying a service item detail, the terminal will return to this screen. Press ENTER when all required changes have been made. SERVICE ITEMS The terminal will then show the Service Items Summary. To 1 LEVEL A CONSULTATION lodge additional items for this claim, select ADD option. Press ENTER if there are no more items to add. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 17: For Approved Fully Paid Patient Claims

    Australia. ANZ HealthPay terminal. The ANZ HealthPay terminal will print a ‘Paid Claim - Pended’ receipt. The receipt indicates that Medicare Australia has accepted the claim as valid (that is, there is no missing or invalid data), but the claim has not yet 6.3 FOR BULK BILL been assessed for payment. This is why the If the patient is eligible for a concessional receipt shows the benefit estimate for the item, entitlement: and not the actual benefit value that will be paid by Medicare Australia. • Press 1 to Accept (continue) the claim • Press 2 to Decline (cancel) the claim. Medicare Australia will assess the claim for payment later that day. During assessment it is possible that If the patient is not eligible for a concessional individual items may be rejected. Practitioners entitlement: should verify claim payment details using Medicare • Press 1 to Override (continue) with the claim Australia’ s Provider Hotline on 132 150. • Press 2 to Decline (cancel) the claim. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 18: Other Administrative Functions

    7.5 EQUIPMENT SETUP using the Health Professional Online Service (HPOS), 2-3 days after processing the claim. Relates to specific equipment that needs to be registered in order to claim certain items and is 7.4 LSPN SETUP commonly applied to radiotherapy equipment. The Equipment Setup option allows you to add, The Location Specific Provider Number (LSPN) is edit, delete and review current equipment. applicable to services: • Within “Group T2 - radiation oncology” services 7.5.1 To go to the Equipment Setup menu: as described in the MBS • Press ENTER and select SERVICES • Within “Category 5 - diagnostic imaging” • Type in the Operator ID if required and services as described in the MBS press ENTER • Where a general practitioner has remote area • Press 2 for MEDICARE EASYCLAIM exemption and performs diagnostic services. • Press 9 for SETUP • Press 5 to select Equipment Setup. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 19: Referring And Requesting Provider Setup

    Press 2 for MEDICARE EASYCLAIM • Press ENTER and select SERVICES • Press 9 for SETUP • Type in the Operator ID if required and • Press 7 to select SCP ID Setup. press ENTER 7.7.2 To add new SCP IDs • Press 2 for MEDICARE EASYCLAIM • To add a new SPC ID, select ADD option • Press 9 for SETUP • Enter the SCP ID number and press ENTER • Press 6 to select Referring and Request Provider Setup. • Enter a short name for the SCP and press ENTER • The ANZ HealthPay screen will show the information entered. Check that it is correct and press ENTER • The ANZ HealthPay screen will show the list of SCPs. Add SCPs as necessary and press ENTER to accept changes. The ANZ HealthPay terminal will print a confirmation receipt once completed. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 20: Receipt Setup

    If the Claimant is on a different Medicare card • Select this option. The terminal will show the from the patient: Provider List (this is the same as the list for • Select this option. Press 1, swipe the Claimant’s Servicing Providers) Medicare card or key in their Medicare number • Select the Provider or N/A from the list (N/A and press ENTER, then key in the Claimant’s IRN indicates that the Servicing Provider should be and press ENTER. the Payee Provider) CEV Request • If the required Provider has not been added The CEV Request option is presented for general previously, then select SEARCH, key in the practitioner, diagnostic and pathology Bulk Bill PROVIDER ID and press ENTER. claims. Under real-time Concession Entitlement Verification (CEV), Medicare Australia will validate the patient’s concession entitlement, if the patient’s Medicare card is valid. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 21 ENTER. been added previously, select SEARCH If Requesting Providers have not been set up and option, key in the Referring Provider a Requesting Provider is being indicated: number and press ENTER • Press 1 SELECT PROVIDER • Key in the Referral issue date and press ENTER • Key in the Requesting Provider number and • Confirm that the details are correct then press ENTER press ENTER. • Key in the Request issue date and press ENTER • Confirm that the details are correct then press ENTER. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 22: Services Data Details

    Substituted Service The Substituted Service option is presented if the • Select this option, key in a new date then press service provided is diagnostic and a Requesting ENTER. Provider was supplied. Override Code The default value is ‘No’ , indicated by an ‘N’ in the The Item Override Code option is always right column of this line. If the value is changed to presented. ‘Yes’ , this is represented by a ‘Y’ in the right column. The default is ‘N/A’ . The current Item Override Code is displayed on the right of this line. Its • Select this option then select YES or NO. values can be ‘N/A’ , ‘AP’ (Not Duplicate Service) or ‘AO’ (Not Normal Aftercare). • Select this option then select the appropriate value from the list. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 23 • Select the Equipment ID or N/A from the list • Select the SCP ID or N/A from the list • If the required Equipment ID has not been • If the required SCP ID has not been added added previously select SEARCH option, key in previously, select SEARCH option, key in the the Equipment ID and press ENTER. SCP ID and press ENTER. If Equipment Items have not been setup: If SCP IDs have not been setup: • Select this option. Key in the Equipment ID or • Select this option. Key in the SCP ID or leave the leave the field blank (for N/A) and press ENTER. field blank (for N/A) and press ENTER. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 24: Medicare Receipts

    10. Medicare Receipts Fully Paid Medicare Easyclaim Patient Claim Unpaid / Partially Paid Medicare Easyclaim Patient Claim This is an example of a fully paid Medicare Easyclaim patient claim receipt. This is an example of a partially paid Medicare Easyclaim patient claim receipt. The receipt for an unpaid or pended claim will contain the same information. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 25 Pended Medicare Easyclaim Patient Claim Cancelled Medicare Easyclaim Patient Claim This is an example of a pended Medicare Easyclaim patient claim receipt. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 26 Error Receipt This is an example of an error receipt for Medicare Easyclaim. The message displayed will vary depending on the Error code. Instructions appearing in this Merchant Operating Guide form part of your Merchant Agreement and may be varied or replaced by ANZ Worldline Payment Solutions at any time. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 27 About ANZ Worldline Payment Solutions On 15 December 2020 Australia and New Zealand Banking Group Limited announced that it was setting up a partnership with Worldline SA to provide leading payments technology and merchant services in Australia. The joint venture formed by ANZ and Worldline SA is known as ANZ Worldline Payment Solutions and aims to give merchant customers in Australia access to Worldline SA’s market-leading payments technology and future innovations. ANZ Worldline Payment Solutions commenced operations on the 1st April, 2022. Pairing Worldline SA’s global leadership with ANZ’s local expertise and existing relationships, ANZ Worldline Payment Solutions aims to offer fast, reliable and secure point-of-sale and online payment acceptance for merchants and their customers in Australia, and strives to deliver a suite of competitive products and an innovative roadmap to help your business grow. ANZ Worldline Payment Solutions means Worldline Australia Pty Ltd ACN 645 073 034 (“Worldline”), the provider of merchant solutions under the Merchant Agreement. Worldline is not an authorised deposit taking institution (ADI) and entry into the Agreement is neither a deposit nor liability of ANZ or any of its related bodies corporate (together “ANZ Group”). Neither ANZ nor any other member of the ANZ Group stands behind or guarantees Worldline. ANZ HealthPay Medicare Claiming Merchant Operating Guide...
  • Page 28 ANZ HealthPay Medicare Claiming Merchant Operating Guide...

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