Collect a Post Assignment of Benefit Form

This article explains how to send a Post Assignment of Benefit form via SMS or print a paper form. Post Assignment of Benefit forms can be generated from the Account details screen.

IMPORTANT   These changes will not be enabled in Bp Premier Oxford until the changeover date of 1 July 2026. The configuration settings and workflows will not be visible in Bp Premier Oxford until this date.

The Account Details screen in Bp Premier can be accessed in the following ways:

  • After the appointment, when the patient has finished seeing the provider and the appointment status changes to At Billing, double‑click the patient to open the Account Details screen.
  • From the main screen, select Management > Create patient account.
  • From the Patient Billing History screen, click New Account, or go to File > New simple account.

Send a digital form via SMS from Account details

  1. On the Account Details screen, set the Bill to field to Medicare Direct Bill, then add the MBS item numbers to be billed as you normally would.
  2. Under the Assignment of benefit, select SMS from the dropdown next to 'Generate assignment of benefit form via:'. The phone number will be automatically populated from the Mobile Phone number field in the Patient details screen.

  3. Click Generate and store. The Send Message screen will display with the Post Assignment of Benefit Form Request Bp Comms template. Click Send.

    4. Send a post assignment of benefit request via SMS.

    NOTE  If an issue has occurred with the generation of the SMS or the user has cancelled the transmission of the SMS by clicking Cancel, the Status of the assignment of benefit request will be updated to Delivery failed. You can attempt to send the SMS again, print the physical form or resend these in the Follow Up Assignment of Benefit screen.

  4. The Post Assignment of Benefit SMS Request is sent.

  5. The patient receives an SMS of the Post Assignment of Benefit Form Request Template, and completes this to finalise recording their assignment of benefit.

    6. An example of the SMS message that patients will receive to complete their aob form.

  6. After clicking the link in the SMS message to the Assignment of Benefit form, their device will launch a webpage requesting them to verify their identity with their date of birth.

    7. Screen for patients to verify their identity with their date of birth.

  7. Once the patient's identity has been verified, they will be able to complete and download their Bulk Bill Assignment of Benefit Agreement form. Downloading the document is optional for the patient.

NOTE  Sending a form via SMS will cost BpComms credits.

Print a paper form from Account details

  1. On the Account Details screen, set the Bill to field to Medicare Direct Bill, then add the MBS item numbers to be billed as you normally would.
  2. Under the Assignment of benefit, select Printer from the dropdown next to 'Generate assignment of benefit form via:'.

  3. Click Generate and store.
  4. Ensure the correct printer is selected and click OK.

  5. The Post-assignment of benefit form will be printed.

TIP   Sent requests can be managed from the Follow up Assignment of benefits screen access from the AppointmentBook > View, or from the Bp Premier main screen > Management.

Last updated: 05 June 2026.