Better Access Session and Referral Tracker

A tracker for referrals, courses of treatment, session counts and reports, so nothing is missed.

Preview of the first page of Better Access Session and Referral Tracker
Get Plus to download

See plans and prices

Plus includes the PDF and an editable Word version.

Log in to save this resource

Primary profession
Psychologists
Client group
Practitioners and teams.
Practice setting
Psychology and allied mental health practices using Medicare Better Access.
Format
Templates and planning tools
Details
A4 PDF, landscape, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Practitioners
Age groups
Practitioners and teams
Access
Plus members
Resource code
PP-PSY-061
Version
1.0

About this resource

This tracker records each referral, the sessions used in each course and calendar year, and whether the report has been sent. Referrals from 1 November 2025 are linked to the patient's MyMedicare practice or usual medical practitioner.

Purpose

A tracker for referrals, courses of treatment, session counts and reports, so nothing is missed.

Who it is for

Primary profession: Psychologists. Also relevant for counsellors and therapists, social workers, occupational therapists.

Client or participant group: Practitioners and teams.

Practice setting: Psychology and allied mental health practices using Medicare Better Access.

Suggested uses

  • Practice administration
  • Preventing rejected claims
  • Reminders for GP reports

Instructions for practitioners

  1. Add your details and delete what does not apply.
  2. Check it against your professional requirements.
  3. Explain it to the person in plain language.
  4. Store completed copies securely.

Accessibility considerations

Clear headings and tables. The Word version can be edited and filled in on screen.

Scope and limitations

A tracking tool. Check current MBS rules.

Research basis

Under Better Access, a referral covers a course of treatment of up to 6 services, with up to 10 individual services in a calendar year. Allied health professionals must give the referring practitioner a written report after each course of treatment, covering assessments, treatment and recommendations.

What is included

A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced. Written for Practitioner Plus from the sources in the research basis.

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.