Skip to main content

MBS Planner, Templates, Create Documents and Macros

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

Abby Verano avatar
Written by Abby Verano
Updated this week

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?