Closing the claim is a two-step process where you need to close and finalise the claim.
You may have already closed the claim to roll it over to the next claim period, but you will need to make sure you finalise the claim to send it off to Services Australia for processing.
The Previous Claim button is progressively rolling out in the January 2026 update and you may not have this feature yet.
To finalise a closed claim:
- Go to Z Dispense > Claims
- If you know the claim period that needs to be closed, type it in the Claim Period # field to load it. If you are unsure or need to check for all the claims that have been closed but not finalised, click on the Previous Claims to load the PBS Claims History window:
- Click on the Status dropdown and filter it for Closed claims:
- Select the Closed Claim to load the claim
- Select Actions > Finalise Claim with PBS:
- The Certificate of Supply window should appear. Enter in your pharmacist initials and press Finalise Claim to send the claim to Services Australia.
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