Assessments - Perform an OPV and OEC

Patient assessments unlock powerful capabilities to verify your patient, or their eligibility with their health fund.


Initial setup

Create an assessment.

Add the following assessment elements:

  • Patient ID
  • Given Name
  • Family Name
  • Sex
  • Date of Birth
  • Gender
  • Location
  • Fund details
  • Medicare OPV
  • Medicare OEC


Performing the Assessment

When these fields are available, the OEC element will allow requests to Medicare/the health fund.



Advanced usage: Trigger Scripts to create an Estimate

Create a new trigger class; and within that, a new trigger script:


Add behaviour similar to the below; using the account.create_estimate method.


Publish and associate your trigger script.

Advanced usage: Trigger Scripts to Start a Pre Admission

To make an extra control available when viewing the assessment, a trigger script of the type Approved Manual Script can be created.

Here, we simply map a number of pre-filled details from the OEC element and response, into URL parameters.

The pre-admission will be created with the details set.