Update practice bank details in Practice Incentives Program (PIP) and Workforce Incentive Program (WIP) - Practice Stream 012-11070010

The practice can update the practice bank account details through:

• Health Professional Online Services (HPOS)
• The Practice Incentives Change of practice details (IP005) form
• Change of practice ownership form (IP010) when notifying a change to the practice ownership

Updates to the practice bank account details can be made through HPOS by a:

• Practice owner
• Primary authorised contact person
• Secondary authorised contact persons

Bank account details must not be updated during a calculation month. Calculation months are:

• February
• May
• August
• November

If a request to update a practice’s banking details is received during a calculation month, assess the form. If the request:

• is complete and can be updated, PEND the work item to the 1st day of the month following the calculation month
• requires further information, reject the form and return it to the practice

Services Australia requires seeking secondary confirmation of manual requests to update banking details used for agency payments.

All requests to update practice banking details must be verbally confirmed with an owner or authorised contact person. Details of phone calls must be recorded in PaNDA and in the Comments screen in PIP and/or WIP - Practice Stream Online.

Do not update bank details without verbal confirmation. Practice payments are placed on hold so they are not paid into an incorrect bank account.

A practice can use the IP005 form to notify of multiple changes to practice details. A change of bank account details may be notified with:

• a relocation
• an amalgamation
• a change of authorised contact persons, and/or
• ceasing a general practitioner (GP) or nurse practitioner
• updating WIP - Practice Stream health professional details

Changes to practice bank account details may also be notified using the Practice Incentives Change of practice ownership form (IP010).

All updates to practice banking details, processed by internal staff must be 100% quality checked (QC).

Use the Delegation Function in PaNDA to raise the work item to another Service Officer for QC after the changes to the banking details have been processed and before the work item being marked as ‘Complete’.

Once QC has been actioned by another Service Officer, the work item will be returned to the original Service Officer to finalise the work item.

All worktypes that have had a change to the practice banking details, must also be sent for ‘Delegation’ so that a quality check on the banking details only is undertaken before the work item is being marked as complete.

See Table 3 in Processing and National Demand Allocation (PaNDA) for information on using the delegation function.

Practices receive a confirmation letter each time PIP and/or WIP - Practice Stream banking details change. The letter is system generated and sent to the practice’s HPOS organisation mailbox.

Staff can view the confirmation letters on the Payment Details screen. Links to the letters are under ‘Banking details amended letter history’.

A confirmation letter generates when:

• a manual request is processed by an internal staff member
• banking details are updated by an external user via HPOS

The Process page has more information about updating practice bank account details including other changes.