When closing a claim make sure you:

  • Find and fix any rejected or non-transmitted scripts. This can be done by using the PBS claim report

         https://pharmhosmerlin.helpdocs.com/reports/how-do-i-run-the-pbs-claim-report

  • Delete prescription serial numbers from the computer claim for uncollected or missing prescriptions
  • Re-serialise prescriptions that are present but listed as missing
  • Check both the approval number and claim period number are valid
  • Ensure an authorised person completes the certification of supply statement
Image Placeholder
  • When you have made sure that all of the scripts in the claim period are ready to be claimed
  • Use the 'Close Current Period' transaction to send the claim for processing:
  •  Use ZOOM: [PBSOL > Select Option 4 - ‘Close Current Period’

Image Placeholder

Image Placeholder
***The data required in these fields should default to the correct information, but they can be overridden.*** 

  • Field 1: Enter the PBS approval number for the pharmacy;
  • Field 2 is the claim period that is being closed. Accept the default claim period (should default to current period). The start and end date are not required; nor is the claim run log.
  •       From the option line, enter “F” to run the process of closing the claim.
Image Placeholder

  • When the above message appears, confirm by entering “Y” for Yes.
  • Once the process is complete, the final message reads: Processing & Update Complete – PBS ready for use.
  • A new claim period will automatically open. The new claim period will be the closed claim period PLUS 1  i.e. if the closed claim period is 0908, the new claim period is 0909.
  •  The claim period number should state how many claims have been submitted so far in a calendar year. E.g. the 6th claim submitted by an approved pharmacy in 2010 should have a claim period of 1006.

NOTE: There is no paperwork that automatically prints out as a result of closing the claim.