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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 every time.

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
Chronic ConditionsCurrent Health StatusCurrent MedicationsTreatment GoalsActions and ResponsibilitiesAllied Health InvolvementEducation and Resources ProvidedReview DatePatient 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
Health and Physical FunctionPsychological FunctionSocial FunctionPhysical ExaminationFalls Risk AssessmentActivities of Daily LivingMedication ReviewAdvance Care PlanningSummary 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
Client DetailsSession DetailsMBS Item NumberReferral DetailsPresenting ConcernsPsychosocial ContextMental State ObservationsTherapeutic Interventions / FPSClient ResponseProgress Toward Treatment GoalsRisk AssessmentHomework/Between-Session TasksPlanMedicare ComplianceClinician Details
Built for
Clinical PsychologistPsychologistSocial WorkerOccupational 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
Group DetailsMBS Item NumberParticipantsSession ContentGroup DynamicsIndividual ObservationsHomework AssignedRisk ConcernsNext SessionClinician Details
Built for
Clinical PsychologistPsychologistSocial WorkerOccupational 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
Client DetailsSession DetailsMBS Item NumberPregnancy StatusReferralService CountReason for CounsellingSession Content (non-directive)Risk ScreenOnward SupportsPlanCommunicationClinician Details
Built for
Mental Health NurseRegistered NurseSocial WorkerPsychologist

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
Client DetailsSession DetailsGP Referral DetailsSubjectiveObjectiveAssessmentTreatment ProvidedProgress Toward CDM GoalsHome Exercise ProgramPlanGP CommunicationClinician 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
Client DetailsSession DetailsGP Referral DetailsOccupational ProfileFunctional AssessmentInterventionProgress Toward Care Plan GoalsRecommendationsHome ProgramPlanGP CommunicationClinician 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
Client DetailsSession DetailsGP Referral DetailsPresenting ConcernsAssessment FindingsInterventionCurrent RecommendationsProgress Toward Care Plan GoalsHome ProgramPlanGP CommunicationClinician 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
Client DetailsSession DetailsGP Referral DetailsAnthropometryRelevant PathologyDietary AssessmentNutrition InterventionProgress Toward Care Plan GoalsDietary RecommendationsPlanGP CommunicationClinician 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
Patient DetailsReview DetailsBilling Eligibility CheckAllied Health Provider FeedbackPatient Self-ReportMental State ExaminationPsychometric ReassessmentProgress Toward Treatment GoalsReview DecisionUpdated Risk ManagementUpdated Treatment PlanNext MHTP ReviewPatient AgreementGP 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
Patient DetailsConsultation DetailsMBS ItemReferral DetailsHistory of Presenting ComplaintPsychiatric HistoryMedical HistorySubstance UseFamily HistoryPersonal HistoryMental State ExaminationRisk AssessmentFormulationDiagnosisManagement PlanRecommendations to GPFollow-UpCommunicationPsychiatrist 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
Patient DetailsConsultation DetailsMBS ItemInterval HistoryMedication ReviewMental StateRisk AssessmentProgressPlanGP CommunicationPsychiatrist
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
Patient DetailsFamily Member/Carer DetailsSession DetailsReferralPurpose of SessionIssues DiscussedInterventionsCarer WellbeingOutcomesConfidentialityPlanClinician Details
Built for
Psychologist
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MBS Medicare Note Templates — Better Access, GPCCMP, MHTP | Grounded Scribe | Grounded Scribe