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# Assignment of Benefit

When a patient is bulk billed, they assign their right to the Medicare benefit to the provider, who claims it directly from Services Australia. That assignment has to be agreed with the patient and recorded. RebateRight renders the record, a clean and signable Bulk Bill Assignment of Benefit agreement, as a PDF from the details you supply.

There are two kinds, told apart by **when the patient agrees**: a **pre-assignment** is agreed before the service, a **post-assignment** after it. This page explains the difference and helps you choose. Each kind has its own guide for the specifics.

Agreed **before** the service, when the exact item may not be known yet. The agreement names a service description.

Agreed **after** the service, built from the claim you lodge. The agreement carries the Medicare Benefits Schedule (MBS) item numbers.

***

## Choosing pre- or post-assignment

Choose by **when the patient agrees and signs**.

|                          | Pre-assignment                                 | Post-assignment                    |
| ------------------------ | ---------------------------------------------- | ---------------------------------- |
| The patient agrees       | **Before** the service                         | **After** the service              |
| Built from               | A short, purpose-built request                 | The bulk bill claim you lodge      |
| The service appears as   | A **description** you write                    | The **MBS item number**            |
| The assignor's statement | "…who **will render** the service(s)"          | "…who **rendered** the service(s)" |
| If the service changes   | A **material** change needs a fresh assignment | Already reflects what was done     |

Post-assignment is the straightforward path when you already hold the claim: the items are known, and the agreement is built from the claim you would lodge. Reach for pre-assignment when the patient agrees up front (at booking or check-in) before the exact item is settled.

***

## What changed on 1 July 2026

From 1 July 2026, Services Australia is modernising how a patient assigns their Medicare benefit for bulk-billed services. The traditional approved forms give way to a defined **minimum data set**: the agreement can take any format, on paper or on screen, as long as it carries the required information and the patient (or assignor) agrees to it in writing. RebateRight produces exactly that data set as a signable PDF.

* **A signed or electronically agreed data set is the enduring requirement**, and what these endpoints produce. It is valid to roll out from 1 July 2026.
* **A 12-month transition period applies.** During it, verbal assignment remains acceptable for bulk-billed patients in all settings, so a signed agreement is not the only permitted method in that window.
* **An enduring assignment option** is available for eligible patients, including MyMedicare-registered patients, residents of aged care, and patients of Aboriginal Community Controlled Health Organisations.

For the authoritative detail, see [Improving the assignment of benefit process](https://www.health.gov.au/our-work/improving-the-assignment-of-benefit-process) (Department of Health, Disability and Ageing) and [Assignment of benefit for bulk bill claims](https://www.servicesaustralia.gov.au/assignment-benefit-for-bulk-bill-claims) (Services Australia).

This is a consent-integrity reform, separate from the bulk billing incentive changes. The wording RebateRight prints is the text Services Australia prescribes. RebateRight does not alter it.

***

## The minimum data set

Services Australia defines a small, fixed set of information every assignment must record, not a particular form. For each assignment, that is:

* the **patient's name**
* the **date** the patient agrees to the assignment
* the **assignment type** (pre-assignment or post-assignment)
* whether the **assignor is the patient** (yes or no)
* the **date** of the service, specimen collection, or imaging procedure
* the **service**: a description for a pre-assignment, or the MBS item number(s) for a post-assignment, with the servicing professional's details
* the **assignor's agreement**, in the exact words Services Australia prescribes for the service, signed by the patient or assignor

RebateRight follows this minimum data set: the agreement carries these elements and nothing it does not need. Services Australia publishes example templates, but using them is optional. A compliant agreement is defined by the information it carries, not by a fixed layout.

***

## How the form follows the service

The assignor's statement and the date label match the kind of service, the way Services Australia defines the streams:

"…the **health professional**…"

Date label: **Date of service**

"…the **approved pathology practitioner**…"

Date label: **Date of specimen collection**

"…the **diagnostic imaging provider**…"

Date label: **Date of imaging procedure**

A specialist or allied-health attendance uses the **general** statement. So does Group P9 pathology (the simple tests a practitioner runs in their own rooms), because it is claimed as a general service.

Which stream applies is chosen for you: a [pre-assignment](/assignment-of-benefit/pre-assignment) uses the stream you set, and a [post-assignment](/assignment-of-benefit/post-assignment) takes it from the service on the claim. The endpoint references carry the precise rule.

***

## Signing the agreement

The patient signs and dates the agreement. Where the patient cannot sign, a parent, guardian, or other responsible person may sign on their behalf, but not the doctor, the doctor's staff, or hospital or residential aged care facility staff.

An **electronic signature** is acceptable when it reliably identifies the signer and records their agreement: a typed name, a signature drawn on screen, a tick box, an "I accept" action, or approval by email, SMS, or a digital signing platform all qualify. The PDF RebateRight returns is a clean record to capture that signature against.

***

## Keeping the agreement

Keep the signed agreement, electronic or paper, and be able to produce it on request. RebateRight does not store it for you; hold the returned PDF in your own records, in line with current [Services Australia guidance](https://www.servicesaustralia.gov.au/assignment-benefit-for-bulk-bill-claims).

***

## What RebateRight renders

Each PDF is a complete, signable Bulk Bill Assignment of Benefit agreement: the patient and assignment details, the service, the assignor's statement, the Services Australia privacy notice, and a signature line. One agreement renders per patient, each on its own page.

RebateRight renders only what you send. It does not validate the service against the Medicare Benefits Schedule, and it does not lodge anything or call Services Australia. For the underlying rules and the current prescribed wording, Services Australia is the authority.

***

## Related

* [Pre-assignment](/assignment-of-benefit/pre-assignment): agreed before the service
* [Post-assignment](/assignment-of-benefit/post-assignment): agreed after the service
* [Bulk Bill Claim](/bulk-bill-claim): build the claim a post-assignment renders from
* [Pre-assignment (PDF)](/api-reference/medicare-claiming/bulk-bill-claim/assignment-of-benefit/pre-assignment-pdf) and [Post-assignment (PDF)](/api-reference/medicare-claiming/bulk-bill-claim/assignment-of-benefit/post-assignment-pdf): the API reference for engineers