Using the MyMedicare Import Wizard

Use the MyMedicare Import Wizard to update the MyMedicare status of all your Clinical and Pracsoft patients simultaneously.

About this task

The import process could take some time, depending on the size of the .csv file provided by Services Australia and your system's performance.
Tip:
Import the .csv file outside your practice's business hours.

If a patient's record is open when you import the .csv file, any changes made to that record by the Import Wizard are not displayed until you reopen the record.

If you are billing during the import process and you have applied an incentive to the bill, the Visit window might not display the correct MyMedicare incentive item number. Refresh the Visit window after the import to display the correct MyMedicare incentive item number.

Procedure

  1. Locate and run the MyMedicare icon MyMedicare Import Wizard.
  2. In the Configuration field, select the database you want to update.
  3. If your practice operates from multiple locations, in the Location field, select the practice location whose patient database you want to update.
  4. In the User field, select your username.
  5. In the Password field, enter your password.
  6. In the MyMedicare Import Wizard window, in the Import File Path section, click the ... Ellipsis button.
  7. Browse to and select the .csv file provided by Services Australia.
  8. Click Import.
  9. When the import is complete, the MyMedicare Import Wizard displays a list of patients whose MyMedicare status was successfully updated.
  10. To check for any unmatched patient records, click Unmatched Patients.
    Tip:
    To display a detailed log of the import process, click Full Log.
  11. Check any unmatched patient records in your Clinical/Pracsoft database. Correct the records manually if appropriate.
  12. If you made any corrections manually, run the MyMedicare Import Wizard again to update the remaining records.
  13. To exit the MyMedicare Import Wizard, click Close.