Assignment of Benefit · Consents dashboard

How Clinically works

Capture consent any way that suits the visit — it all lands in one place

Welcome! Clinically captures a Medicare bulk-bill Assignment-of-Benefit consent any way that suits the visit — every method produces the same legally-valid, claim-ready record, saved to your dashboard and emailed to your practice automatically.

Ways to capture consent

Send to patient

Open Consent, fill in the patient's details, then More → Send to patient to text or email a secure link to review & sign. Reminders chase an unsigned consent automatically.

Copy a link

Paste our secure link straight into your own PMS, SMS or email templates — open My Links from the menu to copy them.

QR poster

Print the before-visit QR for patients to scan and sign on their own phone — hang it in the waiting or consult room.

Patient kiosk (locked tablet)

Turn a spare tablet into a locked patient screen: Devices → Link a new device, scan the QR, set a PIN. Push a pre-filled consent to it, or leave it on the self-sign loop for walk-ins.

Paper, scanned in

Captured a consent on paper? Upload the scan and it joins the rest of your records, ready for the claim.

Your dashboard, at a glance

Hover (or tap) any chip or button below to see what it does.

RM

Riverside Medical

reception@riverside.com.au

Start a new consent — fill in the patient, then send a link, push it to a tablet, or open the in-room screen. Linked devices — connect a tablet or second screen, and turn a spare tablet into a locked patient kiosk. Pin a floating consent widget on top of your other windows — handy beside your PMS. Everything else lives here: Upload, My Links, Patients, Reminders, Settings, Team, Subscription & Help.

Search patient name… Billed Doctor StatusFilter the list — pick Not signed to see only the consents still to chase.

Billed	Patient	Provider	Service	Status
Tick each consent off once you've billed it to Medicare.	Aisha Rahman	Dr Nair	92422	Signed · LinkSigned ✓ — the badge shows how it was captured (link, SMS, email, kiosk or paper).	Download the signed PDF, or open the consent's audit log.
	Daniel Walsh	Dr Lim	91824	Reminders are on — we'll chase this unsigned consent automatically. Click to stop.SentSent — waiting for the patient to open the link. Click a status to re-send.Email ×1How many messages we've sent for this consent, including reminders.
	Mai Nguyen	Dr Cho	91825	OpenedThe patient opened the link but hasn't signed yet.

Whichever method you use, the consent is saved to your dashboard, emailed to your practice, and ready for the claim.

Heads-up: Android & spam filtering

Your SMS was sent — nothing's wrong

Just so you know: some patients on Android / Google Messages phones may have the first consent text filtered into Spam & blocked. Most see it fine — this only affects a few.

If a patient says they didn't get it, ask them to:

Open their Messages app.
Tap the menu (⋮) or their profile / initials icon, top-right.
Open Spam & blocked — the message will be there from Clinically.
Tap Mark as not spam.

They'll then receive this and future messages normally — you only need to tell them once.

Pin a floating consent window

Pinning pops your live consent list out into a small window that floats on top of everything — including your practice software. Watch consents arrive in real time, copy a patient's name straight into your PMS to bill, and tick each one off as you go, without ever switching tabs.

app.yourpms.com.au/patients

AoB

HB

Consents land here live as they're signed. Tick each off once you've billed.

Search patient name…

Billed

Doctor

Date

3 consents

Patient	Provider	Service	Service date	Signed
Mai Nguyen	Dr Lim	Pre	14 Mar	9:02am
James O'Brien	Dr Cho	91825	2 Aug	2:41pm
Aisha Rahman	Dr Nair	92422	21 Jul	11:18am

⊞ Any PMS

Search patient or Medicare no…

Appointments

Patients

Billing

Reports

Search a patient to open their record

DW

Daniel Walsh

DOB 03/11/1985 · Medicare 2953 88421 1

Summary Notes Bill Documents

Last visitToday · 11:24am

Usual GPDr Priya Nair

AllergiesNil known

Daniel Walsh

DOB 03/11/1985

116

Mai Nguyen

DOB 14/03/1979

Pre

James O'Brien

DOB 02/08/1961

91825

Aisha Rahman

DOB 21/07/1990

92422

Picture-in-picture hovers over your desktop, so you can monitor consents in real time and bill them as they come in.

Paste the name into your PMS to bill — after receiving their valid consent.

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Capture a consent on a shared screen

Open Consent on your computer and fill in the patient's details, then push it to a waiting-room tablet — the patient just taps Accept there. Both devices must be signed in with the same email address.

hunter-blood-group.aob.clinically.com.au/consent

Reception

Options

Push to…

Back office MacOffline

Patient's tablet

Ready for the next patient

Waiting for a consent…

Accepted

Recorded & sent to the practice

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Use another device as a patient-signing screen

Turn a tablet or a second computer into a signing screen for your patients — no app to install. Link it to your account one of two ways:

1
Scan a QR code (recommended) — open the Devices menu and tap Link a new device, then scan the QR on the other device. No password to type, and it locks straight to the patient consent screen — your dashboard stays out of reach.
2
Or sign in with the same email — sign in on the other device, then mark it as a patient screen in the Devices list so it locks to the consent form too. (Just signing in and opening the form leaves the dashboard reachable.)

Once it's a patient screen, push a pre-filled consent to it (Consent → More → Push) and the patient signs there, or leave it on the self-sign loop for walk-ins.

Set a one-time PIN so a patient screen stays locked to the consent form, away from the dashboard.

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Consent timeline

—

Confirm

Send this consent

Resend the signed PDF to your practice recipients.

or

Email a copy to the patient

The patient gets a secure link and enters their date of birth to open it.

Send this consent to the patient

The patient gets a secure link and enters their date of birth to open it. Tap Email and/or SMS.

Email address

Mobile number

Patients

Subscription

—

Patient Communications

Review & accept to enable

Batch export

—

Excel spreadsheetOne row per consent (.xlsx) PDFs as a ZIPAll consent PDFs in one .zip

Upload a paper consent

Files a signed paper AoB as a record. The scan you upload is stored as the copy — it's marked Manual, separate from electronically-signed consents.

Choose a PDF or photo drag & drop a PDF, or on a phone take a photo of the signed form

File attached — Tap to view the document Choose a different file

First name

Surname

Date of birth Provider Agreement

Service items

Loading services…

Service date

Signed

Record verbal consent

For a patient who agreed to assign their Medicare benefit by voice (phone or telehealth). Read the script below to the patient, then confirm. Verbal AoB is accepted in all settings during the transition period to 30 June 2027.

First name

Surname

Date of birth Provider Agreement

Service items

Loading services…

Service date Read this to the patient

Fill in the details above to build the script.

I read the above to the patient and they verbally agreed to assign their Medicare benefit.Recorded by you (your account).

Add your name

Recording who obtained a verbal bulk-billing consent is good practice — it keeps your records audit-ready through the 2026 assignment-of-benefit transition. Add your name so it appears on the verbal consents you record; until then we use your email address.

Your full name

Consents

Ready for the next patient

Patient screen

Set a staff PIN

You have a concurrent login

Link a new device