How to collect Assignment of Benefits
Introduction
CESoft has functionality to assist you in collecting Assignment of Benefits (AoB) from patients when required.
For a full discussion of the legislative changes see https://support.cesoft.com.au/portal/en/kb/articles/assignment-of-benefits
For a full discussion of the legislative changes see https://support.cesoft.com.au/portal/en/kb/articles/assignment-of-benefits
In summary, AoB is required for all Bulk Bill claims.
- Prior to 1/7/2027 you may collect it verbally, electronically or in writing.
- After 1/7/2027 you must collect it electronically or in writing and retain a copy for 2 years
AoB is required from 1/7/2026 for any IMC/ECLIPSE claims where the gap charged exceeds the gap allowed by the fund.
In these settings, an AoB button will appear in the Account Handling box at the top right of the invoice.
The text of the button will be red if there's no current AoB recorded, or green where there is and AoB.
Obtaining AoB
Clicking on the AoB button will bring up a dialog with the available options to collect AoB, namely
- obtaining it externally to the software
- displaying an AoB PDF for the patient to sign
- sending a link to the patient or assignor by SMS
- sending a link to the patient or assignor by Email
Electronic AoB
If you have recorded an email address or mobile phone number in the contact details for the patient, you can send them a link to obtain AoB.
Clicking on the link will open a web app on their phone or computer.
If the assignor is not the patient they will need to enter their name.
If the assignor is not the patient they will need to enter their name.
The assignor then ticks the box confirming they have read and agree to the AoB, then submits the form.
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