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Setting a Claim, Editing appointments
Setting a Claim, Editing appointments
Written by Richard Clarke
Updated over a week ago

In this setcion:

Set claim to appointment

The 'SET CLAIM' column shows which claim number you will be using for the treatment; if blank then no claim has been set yet. The 'CLAIMS' column contains all the active claims for a patient. If a patient has no claims, the claims column will be blank. If the patient has one active claim, then a button will be displayed. If there are more than one active claims, a drop-down menu will be displayed. Clicking the button or selecting from the drop-down menu will set the claim against the appointment.


To remove a claim from the appointment click the minus button next to the set claim.

Set single claims simultaneously to appointments

Patients may have only a single active claim. These single claims can be set simultaneously for all appointments within the displayed appointment range. By clicking the button


in the table header, all single active claims for the date range you are viewing will be set for the patient's appointments. This is recommended to be used only when you know that there are no new claims to be added that relate to appointments in the current date range. If you do add a new claim that needs to be set to an appointment, which already has a claim set, you should un-set the previously set claim, then choose the correct claim.

Change service

The 'service' column will be set to the default service for that practitioner. If the practitioner provides more than one service, a drop-down menu can be used to set the service for this appointment.

Change duration

To alter the duration of an appointment, use the drop-down menu in the 'MINUTES' column. If you bill ACC per hour this will alter your bill duration. Changes to the duration will not be reflected in your practice management system.

Appointment type

The appointment type can be changed. If you set the appointment to a non-ACC appointment type, the appointment will disappear for the list view, but can be shown on the calendar view by clicking the 'show non-ACC' check box. Changes to the appointment type will be reflected in your practice management system.


Setting an appointment to 'unattended' will remove the appointment from the list and calendar views. Change to attendance will be reflected in your practice management system. To reset an appointment to 'attended' you will need to go back to your practice management system.

Appointment Note

A note can be added to an appointment for your own reference in two ways:

  1. In SubmitKit - click the edit button next to the note item

  2. In Cliniko, open an appointment dialog by clicking an appointment, then click edit. There is a 'Note' text box that can be populated. To make a note for SubmitKit place the note within curly brackets eg. {your note}.

Cliniko note example


Check a note


message icon, meaning appointment has a note

If an appointment has a note there will be the message icon next to the appointment date (list view) or in the top right of the appointment entry (calendar view). You can read a note by hovering the mouse over the note icon, or clicking into the appointments further details.

Add purchase order number

ACC may provide you with a purchase order number for certain services or claims.

If you will need to use the purchase order number more than once it is best to add the number directly to the claim. See here for details on adding a purchase order number to a claim

The purchase order number is set to an appointment. To access the purchase order number on the list view click the green plus button


, for the calendar click on the appointment. To add the purchase order number click the edit icon button


next to the purchase order number label.


symbol will show to the right of an appointment time if a purchase order number is set.

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