Skip to main content

MBS Planner, Templates, Create Documents and Macros

How to use the MBS Planner, Templates, Create Documents and Macros

Written by Abby Verano
Updated over 3 weeks ago

MBS Planner Overview

The MBS Planner is where all recommended MBS items for a patient’s care will appear. The planner is divided into:

  • Chronic Disease Items

  • Non-Chronic Disease Items

Each item's value is tallied at the bottom of the planner, helping you keep track of total billings. The MBS Planner is designed to ensure:

  1. Maximized Rebates — Reducing out-of-pocket costs for your patients.

  2. Optimized Earnings — Ensuring you don’t miss out on billable rebates for the quality care you provide.

For a visual guide on using the MBS Planner:

Macros & Templates

Macros and Templates help you quickly organize your consults the way you prefer, with customizable AI-assisted summaries that structure your consults to be efficient and MBS-compliant.

How They Work:

  • Macros: Type / followed by an item number (e.g., /2712), and press Enter. The mental health care plan review macro will auto-populate in your compose screen. This lets you build an efficient, structured consult flow.

  • Templates: Stored within certain MBS items, templates help you structure specific consults. For example:

    • 721 Care Plan: Opens a care plan template that you can fill out directly.

    • 93644/5 (COVID Vaccine): Click to insert a COVID-related template in your compose box,

    • or select Create Documents to summarize COVID discussions (for example)

Did this answer your question?