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Practical clinic administration guide · By Yes AI

How should reception answer patient fee questions?

Published 6 min read

Every clinic takes calls about fees, and a wrong answer on the phone shows up later as a complaint at the counter. This guide covers what reception can say, what should be referred, and how to keep answers the same whether a person or an automated system takes the call. It is administrative guidance only, not financial, billing or legal advice.

Quick answer

Reception can quote the practice's listed fees for standard appointments, state the bulk billing policy exactly as written, explain payment arrangements and describe in general terms how Medicare rebates reduce the cost. Estimates for procedures, treatment plans or hospital care should come from the practitioner, in writing where possible. Use one approved fee script, date it, and log any fee question it cannot answer for follow-up.

Receptionist at a Perth medical clinic explaining an itemised estimate to a patient across the front counter

What are clinics expected to tell patients about fees?

The Medical Board of Australia's code of conduct asks doctors to make sure patients are told about fees and charges in time to decide whether to go ahead with consultations and treatment, and to tell patients when a referral may bring additional costs. The Board's telehealth guidelines also expect billing arrangements to be explained before a telehealth consultation. The Australian Government's Medical Costs Finder describes informed financial consent as knowing what treatment you will receive and roughly what it will cost, and suggests patients ask specialists for a written estimate of fees. Other National Boards publish their own codes, so check the one that applies to your profession.

Which fee questions can reception answer on the spot?

Reception can answer questions that have one correct answer for every caller, provided the answer is written in the fee script. Standard appointment fees, the bulk billing policy, when payment is taken and whether the rebate is processed at the counter all fit. So do fees for forms and reports, and the practice's cancellation and non-attendance policy. The script should give the wording as well as the figure, so that two staff members describe the same fee the same way. Anything that depends on the patient's clinical situation, insurance or eligibility belongs in the next category.

  • Standard appointment fees by appointment type and length
  • Bulk billing policy, worded exactly as approved
  • Payment methods and when payment is taken
  • Whether Medicare rebates are claimed at the counter
  • Fees for forms, reports and certificates
  • Cancellation and non-attendance policy

Which questions need a written estimate?

Questions about procedures, treatment plans, surgery, anaesthesia or hospital stays depend on what the practitioner finds and recommends, so reception should not estimate them. The Medical Costs Finder suggests patients ask the specialist for a written estimate of fees, whether they will have out-of-pocket costs, whether Medicare will cover the treatment and how much it would pay, and whether the specialist has a gap arrangement with their health insurer. Reception's job is to explain how to request that estimate, record the request and pass it to the person who prepares estimates. Telling a caller a figure 'should be about' a certain amount is the answer that leads to disputes later.

How do you build an approved fee script?

Keep one fee script, owned by the practice manager and approved by the principal. List each fee item with its effective date, the exact wording staff should use and the questions that must be referred. Include plain wording for how rebates work, such as explaining that the out-of-pocket cost is what remains after Medicare and any insurer contribute, without promising an amount to the caller. Add a short list of phrases to avoid. Update the script whenever your fee schedule changes and keep earlier versions, so you can see what a caller was told on a given date if a dispute arises.

  • Fee item, amount and effective date
  • Approved wording for each answer
  • Questions that must be referred, and to whom
  • Phrases staff should not use
  • Version number and approval date

What happens when the script does not cover the question?

Record the caller's name, contact details, the question in their words and any appointment it relates to, then send it to the person who handles billing questions with a callback time set by the practice. Tell the caller who will call back and roughly when, using your practice standard, and avoid guessing in the meantime. Review the log each month. A question that appears several times belongs in the script, and repeated questions about one practitioner's fees may mean their estimates need to be clearer. Disputed invoices go to the practice manager through your complaints process.

Can an AI receptionist answer fee questions?

An AI receptionist can answer scripted fee questions if it reads from the same approved fee script your staff use and nothing else. It should decline to estimate procedure or treatment costs, take the request and hand it to staff, using the same referral wording as reception. Test it before launch with a list of real fee questions from your call log, including awkward ones such as concession eligibility and gap payments, and check every answer against the script. After launch, review a sample of fee-related transcripts each month and update the script and the system together.

Who answers which fee question

Question typeExample caller questionWho answersHow
Standard appointment fee'How much is a standard appointment?'Reception or AI receptionistQuote the listed fee and explain rebates in general terms
Bulk billing'Do you bulk bill concession card holders?'Reception or AI receptionistRead the practice policy exactly as written
Procedure or treatment cost'What will my skin lesion removal cost?'PractitionerWritten estimate after assessment; reception explains how to request it
Hospital or insurer gap'What will I pay after my health fund?'Practitioner and the patient's insurerEstimate from the practitioner; cover details from the insurer
Forms and reports'What do you charge for a pre-employment medical?'Reception or AI receptionistQuote the listed fee for that form or report
Unexpected invoice'Why was I charged this amount?'Practice managerLog the call, review the invoice and call back

Practical checklist

  • Every fee staff may quote is listed in one script with an effective date.
  • The script states which questions need a written estimate and who prepares it.
  • Rebate wording is general and does not promise an amount to an individual caller.
  • A named person owns the script and updates it when fees change.
  • Unanswered fee questions are logged with a callback owner and time.
  • Any automated phone or chat system reads from the same approved script and has been tested on real fee questions.

Common questions

Can reception tell a caller exactly what Medicare will pay?

Reception can explain how rebates work and, if your script includes it, the standard benefit for a common item. What a particular patient ends up paying depends on their circumstances, so staff should not promise an amount to that caller. For anything beyond a standard appointment, refer the caller to the practitioner's estimate.

What is the Medical Costs Finder?

It is an Australian Government website where patients can research typical fees and costs for GP and medical specialist services, and see indicative fees for some specialist services. The site states that its information is a guide only and should not be used as a quote. Patients can use it to prepare questions; your practice still provides the actual estimate.

Should we publish our fees on our website?

Publishing standard fees lets patients check before they call and keeps the website and phone answers consistent, provided both come from the same fee script. If you advertise a discount, gift or other inducement, Ahpra's advertising guidelines require the terms and conditions of the offer to be stated. Review the published fees each time the script changes.

What if a patient says they were quoted a different fee?

Check the call log or notes for the date of the call and the script version in use then. If the caller was given the wrong figure, handle it through your complaints process and decide the outcome as a practice. Then fix the cause: update the script wording, retrain the staff member or correct the automated answer.

Do these rules apply to allied health and dental practices?

The code of conduct and telehealth guidelines cited here are the Medical Board's and apply to medical practitioners. Other National Boards publish their own codes of conduct, so check the one that covers your profession. The approach in this guide, one approved script and written estimates for anything uncertain, works for any practice that takes fee questions by phone.

Sources and further reading

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