Preparing Quotes

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1.	Add all your items through the Blue Plus button if they have not been inserted already by loading a template (see Procedure Templates)

2.	Select the Procedure Type

3.	Select the patients Private Fund, if not already selected

4.	Choose your options according to the type of quote you are generating as specified below:

Private fees quote:

a.	Select the Fee Schedule

b.	Click Use Selected Schedule (above)

c.	Tick to apply DIMSR if appropriate

d.	Choose rule and tick to apply Multiple Procedure Rule if appropriate

e.	Tick Include Assistants Fee, if appropriate. You will be prompted for the assistants name which draws from any address book entry marked as Assists at Operation. You will then need to choose what you will be charging for the assist fee ie. 1/5 surgeons etc.

f.	Finally, click CALCULATE FEES to get the total on your quote.

No Gap quote:

a.	Click Use No Gap

b.	Tick to apply DIMSR if appropriate

c.	Choose rule and tick to apply Multiple Procedure Rule if appropriate

d.	Tick Include Assistants Fee, if appropriate. You will be prompted for the assistants name which draws from any address book entry marked as Assists at Operation. You will then need to choose what you will be charging for the assist fee which in this case will be Health fund Fee

e.	Finally, click CALCULATE FEES to get the total on your quote.

Known Gap quote – adding a total known gap to the quote:

a.	Click Use Known Gap

b.	You will be prompted to enter the gap amount you would like to add to the total of the quote

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The Maximum Known Gap can be entered into Open > Billing Items, Health Fund button by double clicking on the fund name and entering the gap amount into the Max Gap Amount field.

c.	Tick to apply DIMSR if appropriate

d.	Choose rule and tick to apply Multiple Procedure Rule if appropriate

e.	Tick Include assistants Fee, if appropriate. You will be prompted for the assistants name which draws from any address book entry marked as Assists at Operation. You will then need to choose what you will be charging for the assist fee which in this case will be Health fund Fee

f.	Finally, click CALCULATE FEES to get the total on your quote.

Known Gap quote – using your own fees to determine the known gap:

a.	Select the Fee Schedule

b.	Click Use Selected Schedule (above)

c.	Tick to apply DIMSR if appropriate

d.	Choose rule and tick to apply Multiple Procedure Rule if appropriate

e.	Tick Include assistants Fee, if appropriate. You will be prompted for the assistants name which draws from any address book entry marked as Assists at Operation. You will then need to choose what you will be charging for the assist fee ie. 1/5 surgeons etc.............

f.	Click CALCULATE FEES to get a preliminary private fee total on your quote.

g.	Click Use No Gap and tick Don’t overwrite my fee

h.	Finally, Click CALCULATE FEES again in order to fill in the health fund rebate amounts without overwriting your private fees.

For information on importing Health Fund fees in general, see Importing Fund Schedules.

Note: The AMA Fee Schedule can be imported from the Billing Items window. You must ring the AMA and ask them to send you the schedule. Genie is not allowed to distribute it because the AMA wants to limit access to it to just AMA members.

NB: When there are multiple operation items in the list, the Multiple Procedure Rule will be applied automatically according to what is selected in the drop down list.

You can edit the fees which are automatically inserted by placing the cursor in the Fee field and changing the fee.

To change the fee permanently, highlight the item and then click the Edit button.

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This will open the Billing Items record for that item, allowing you to edit the fee amount.

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The Rebate amount calculated in the Quote depends on whether or not the patient is privately insured, and whether you have specified the procedure as an inpatient or outpatient procedure (see table below).

Insured?	Inpatient or Outpatient?	Rebate Calculated
No	Outpatient	85% Medicare Rebated
No	Inpatient	75% Medicare IP Rebate
Yes	Either	100% Schedule
Yes (No-Gap or Known Gap)	Either	Health Fund Rebate

Assist Fees

An assistant's fee can be included by clicking on the Include Assistant's Fee button.

This will only work if the text "(Assist.)" is present in the Description field of the item, or it the 'Assistant Billable' box is ticked. This text will be present for all items for which Medicare allows an assistant fee to be charged, unless you have deleted it yourself.

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If you have created new items yourself, for which you want to bill an assistant fee, then you must enter "(Assist.)" in the Description of the item, or alternatively, tick the 'Assistant Billable' box.

When you click on the Include Assistants Fee button, the window shown below will appear.

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This window allows you to specific whether the fee should be one-fifth of your own fee, the Medicare fee, the fee allowed by the patient's private fund, or your own private fee.

Note: Any claims including an assistant's fee that will be bulk billed will need to be submitted as a manual batch. Please see Manual Batching for more information.

If the option for the Private Fund is $0.00, this means that you either

•	don't have a record for item 51303 in the Billing Items table

•	haven't imported the fund's schedule of fees, or

•	don't have the percentage factor that the fund allows for this item.

To check, click on the item and then click the Edit button to open up the 51303 record.

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The Fee percentage should be imported for most of the funds automatically, however you may need to manually add the percentage in some cases.

However, you will need to contact the fund directly to find out what these are because we don't have that information.

Printing a Quote

To print a Quote, select the Quote template using the drop down menu at the bottom left of the Quote window.

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The item information and fees will be transcribed to the Quote template, and can then be printed using the Printer icon at top right of this window.

For information on setting up Quote templates, see Creating Quote Templates.