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13 templates

MBS Medicare Library

Templates aligned with the Medicare Benefits Schedule. Pre-filled item numbers and required content for Better Access, GP Chronic Condition Management Plans (the post-1-Jul-2025 GPCCMP framework — items 965 / 967), mental health treatment plans (2715 / 2717 with the AN.0.56 review pathway under items 23 / 36 / 44), and multidisciplinary care plan contributions — so your notes meet current MBS requirements.

GP Chronic Condition Management Plan (965)

  1. 1
    Chronic Conditions
  2. 2
    Current Health Status
  3. 3
    Current Medications
  4. 4
    Treatment Goals
  5. 5
    Actions and Responsibilities

Showing 13 of 13 templates

  • GP Chronic Condition Management Plan (965)

    GP Chronic Condition Management Plan (MBS item 965) for patients with chronic and complex conditions. Documents the diagnoses, agreed goals, patient and GP actions, services from other providers, and a mandatory review date. Structured to satisfy the post-1-Jul-2025 GPCCMP framework that replaced the legacy GPMP (721) and TCA (723) items, and to support the patient's ongoing chronic care.

    Structure · 9 sections
    1. Chronic Conditions
    2. Current Health Status
    3. Current Medications
    4. Treatment Goals
    5. Actions and Responsibilities
    6. Allied Health Involvement
    7. Education and Resources Provided
    8. Review Date
    9. Patient Agreement
    Built for
    • General Practitioner
  • Health Assessment 75+ (705)

    Annual Health Assessment for patients aged 75 and over (MBS item 705 — the 45-to-<60-minute duration tier of the GP long health assessment series, applicable to seven eligible cohorts including 75+). Comprehensive review across medical, psychological, and social domains — including cognition, falls risk, continence, nutrition, social supports, and advance care planning. Builds the evidence base required for the item claim and identifies issues warranting a GPCCMP (item 965).

    Structure · 9 sections
    1. Health and Physical Function
    2. Psychological Function
    3. Social Function
    4. Physical Examination
    5. Falls Risk Assessment
    6. Activities of Daily Living
    7. Medication Review
    8. Advance Care Planning
    9. Summary and Actions
    Built for
    • General Practitioner
  • Better Access Individual Session (80000-80165)

    Unified Better Access individual session template covering Clinical Psychologists, Registered Psychologists, MH Social Workers, and MH OTs. Select the appropriate MBS item based on your profession, duration, and location.

    Structure · 15 sections
    1. Client Details
    2. Session Details
    3. MBS Item Number
    4. Referral Details
    5. Presenting Concerns
    6. Psychosocial Context
    7. Mental State Observations
    8. Therapeutic Interventions / FPS
    9. Client Response
    10. Progress Toward Treatment Goals
    11. Risk Assessment
    12. Homework/Between-Session Tasks
    13. Plan
    14. Medicare Compliance
    15. Clinician Details
    Built for
    • Clinical Psychologist
    • Psychologist
    • Social Worker
    • Occupational Therapist
    • +2 more
  • Better Access Group Session (80020-80170)

    Unified Better Access group session template covering Clinical Psychologists, Registered Psychologists, and MH Social Workers. 6-10 patients, minimum 60 minutes.

    Structure · 10 sections
    1. Group Details
    2. MBS Item Number
    3. Participants
    4. Session Content
    5. Group Dynamics
    6. Individual Observations
    7. Homework Assigned
    8. Risk Concerns
    9. Next Session
    10. Clinician Details
    Built for
    • Clinical Psychologist
    • Psychologist
    • Social Worker
    • Occupational Therapist
    • +2 more
  • NDPSC — Non-directive Pregnancy Support Counselling (81010 / 93026 / 93029)

    Non-directive Pregnancy Support Counselling — the only MBS pathway available to credentialled mental health nurses (item 81010 in person; 93026 video; 93029 phone). Documents pregnancy status, referral, the non-directive framing of the session, service count against the 3-per-pregnancy cap, risk screen, and onward supports. Aligned with MBS Online descriptors and Services Australia eligibility requirements.

    Structure · 13 sections
    1. Client Details
    2. Session Details
    3. MBS Item Number
    4. Pregnancy Status
    5. Referral
    6. Service Count
    7. Reason for Counselling
    8. Session Content (non-directive)
    9. Risk Screen
    10. Onward Supports
    11. Plan
    12. Communication
    13. Clinician Details
    Built for
    • Mental Health Nurse
    • Registered Nurse
    • Social Worker
    • Psychologist
  • CDM Physiotherapy (10960)

    Chronic Disease Management physiotherapy session (MBS item 10960). Documents the chronic condition being managed, treatment goals from the referring GPCCMP (item 965, post-1-Jul-2025; legacy GPMP plans continue under transition arrangements until 1 July 2027), intervention provided, response, and recommendations back to the GP. Structured to evidence the eligibility and content the item requires.

    Structure · 12 sections
    1. Client Details
    2. Session Details
    3. GP Referral Details
    4. Subjective
    5. Objective
    6. Assessment
    7. Treatment Provided
    8. Progress Toward CDM Goals
    9. Home Exercise Program
    10. Plan
    11. GP Communication
    12. Clinician Details
    Built for
    • Physiotherapist
  • CDM Occupational Therapy (10958)

    Chronic Disease Management occupational therapy session (MBS item 10958). Documents the chronic condition, functional goals from the referring chronic condition management plan (GPCCMP item 965 post-1-Jul-2025; legacy GPMP plans continue under transition arrangements until 1 July 2027), intervention provided (e.g. activity modification, equipment, energy conservation), and recommendations back to the GP. Structured for the Medicare claim and continuity of care.

    Structure · 12 sections
    1. Client Details
    2. Session Details
    3. GP Referral Details
    4. Occupational Profile
    5. Functional Assessment
    6. Intervention
    7. Progress Toward Care Plan Goals
    8. Recommendations
    9. Home Program
    10. Plan
    11. GP Communication
    12. Clinician Details
    Built for
    • Occupational Therapist
  • CDM Speech Pathology (10970)

    Chronic Disease Management speech pathology session (MBS item 10970). Documents the chronic condition (e.g. dysphagia, post-stroke communication), goals from the referring chronic condition management plan (GPCCMP item 965 post-1-Jul-2025; legacy GPMP plans continue under transition arrangements until 1 July 2027), intervention delivered, and feedback to the GP. Structured to satisfy the Medicare item content requirements.

    Structure · 12 sections
    1. Client Details
    2. Session Details
    3. GP Referral Details
    4. Presenting Concerns
    5. Assessment Findings
    6. Intervention
    7. Current Recommendations
    8. Progress Toward Care Plan Goals
    9. Home Program
    10. Plan
    11. GP Communication
    12. Clinician Details
    Built for
    • Speech Pathologist
  • CDM Dietetics (10954)

    Chronic Disease Management dietetic session (MBS item 10954). Documents the chronic condition (e.g. diabetes, CKD, weight-related comorbidities), nutrition goals from the referring chronic condition management plan (GPCCMP item 965 post-1-Jul-2025; legacy GPMP plans continue under transition arrangements until 1 July 2027), dietary assessment and intervention, and feedback to the GP. Structured to satisfy the Medicare item requirements.

    Structure · 12 sections
    1. Client Details
    2. Session Details
    3. GP Referral Details
    4. Anthropometry
    5. Relevant Pathology
    6. Dietary Assessment
    7. Nutrition Intervention
    8. Progress Toward Care Plan Goals
    9. Dietary Recommendations
    10. Plan
    11. GP Communication
    12. Clinician Details
    Built for
    • Dietitian
  • GP MHTP Review (Items 23 / 36 / 44 — AN.0.56 timing)

    GP Mental Health Treatment Plan review under the time-tiered attendance items (23 Level B, 36 Level C, 44 Level D). The legacy dedicated review item 2712 was retired; the AN.0.56 timing rule still applies — at least 4 weeks since the MHTP was prepared and at least 3 months since the previous review.

    Structure · 14 sections
    1. Patient Details
    2. Review Details
    3. Billing Eligibility Check
    4. Allied Health Provider Feedback
    5. Patient Self-Report
    6. Mental State Examination
    7. Psychometric Reassessment
    8. Progress Toward Treatment Goals
    9. Review Decision
    10. Updated Risk Management
    11. Updated Treatment Plan
    12. Next MHTP Review
    13. Patient Agreement
    14. GP Details
    Built for
    • General Practitioner
  • Psychiatry Initial Consultation (291/296)

    Initial psychiatric assessment for new outpatients. Use MBS item 296 for a comprehensive new-patient consultation or 291 for a GP-managed patient assessment with management plan back to the GP. Covers presentation, history, MSE, risk, formulation, provisional diagnosis, and initial management.

    Structure · 19 sections
    1. Patient Details
    2. Consultation Details
    3. MBS Item
    4. Referral Details
    5. History of Presenting Complaint
    6. Psychiatric History
    7. Medical History
    8. Substance Use
    9. Family History
    10. Personal History
    11. Mental State Examination
    12. Risk Assessment
    13. Formulation
    14. Diagnosis
    15. Management Plan
    16. Recommendations to GP
    17. Follow-Up
    18. Communication
    19. Psychiatrist Details
    Built for
    • Psychiatrist
  • Psychiatry Ongoing Consultation (300-308)

    Ongoing psychiatric review consultation, billed by duration across MBS items 300–308. Captures interval history, MSE, response to medication and/or psychotherapy, risk re-assessment, and updated management. Suitable for routine reviews, medication titration, and shared-care updates back to the GP.

    Structure · 11 sections
    1. Patient Details
    2. Consultation Details
    3. MBS Item
    4. Interval History
    5. Medication Review
    6. Mental State
    7. Risk Assessment
    8. Progress
    9. Plan
    10. GP Communication
    11. Psychiatrist
    Built for
    • Psychiatrist
  • Family/Carer Support Session — Video (91177)

    Better Access video session with family member or carer to support patient treatment, claimed by registered psychologists under MBS 91177. ≥50 min. Max 2 per calendar year. Counts toward the patient’s annual Better Access allocation. (Other Better Access providers — clinical psychologists, social workers, OTs — bill different family/carer items, not this template.)

    Structure · 12 sections
    1. Patient Details
    2. Family Member/Carer Details
    3. Session Details
    4. Referral
    5. Purpose of Session
    6. Issues Discussed
    7. Interventions
    8. Carer Wellbeing
    9. Outcomes
    10. Confidentiality
    11. Plan
    12. Clinician Details
    Built for
    • Psychologist

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