Claim list
Head to Claims
Claims in the claim list will be sorted by date created with the most recently created claims at the top. You can also sort by date of accident, or filter claims to claims of a particular status.
You can search for a claim by patient or claim number
Clicking the claim number will take you through to the full details of the claim.
'Edit claim' will bring up the claim form.
'Delete claim' will delete the claim if it is not used in any appointments.
'Status' will check the status of a claim, and update it if applicable, eg updating from pending to registered.
Clicking on the active column will toggle the claim between active and in-active
Claim page
Treatment counts by provider
Provider Provider type
Expiry Expiry date for that provider. If yellow the date is estimated
Remaining The number of treatments remaining
Info. Hover over to give a breakdown of the treatments invoiced
Appointments for this claim
This shows the appointments which the claim number is set for. It shows both invoiced and un-invoiced appointments.
Buttons:
Select All
Select none
Create comma separated value file from selected appointments
Create excel spreadsheet from selected appointments
Create a multiple line accredited invoice from the selected appointments
Accredited invoices will only be created if the claim has been checked as a accredited claim. More about accredited invoices. Use the check box on the left to select a custom number of appointments. Then if you wish to create an invoice with multiple invoice lines, click the accredited invoice button.
Treatment notes report
You can generate a treatment notes report for a claim. The report will contain all the treatment notes from Cliniko that relate to a claim. A claim is associated with an appointment once is set in SubmitKit.
Some treatment notes will not have a template in Cliniko, eg if you are uploading claim details from SubmitKit, if you wish to include those treatment notes in your notes report, tick the 'Include treatment notes that don't have a template' tick box
Printing, Emailing, Uploading claim forms
Clicking the Claim Form Actions button at the bottom of the claim form will bring up the Print/Upload/Email menu. This button is also found on the claim page.
Print/View claim form
Clicking the Print/Veiw options will open a pdf of the claim form in a new browser tab.
The 'Client Copy' includes the patient declaration on the form
The 'Provider Copy' will have the additional 'ACC to contact me' field, which should not be shown to the patient, and will exclude the patient declaraton
The 'Referral Copy' will have the clinic details, as set on the 'Vendor' page, and a place for the practitioner to sign
The 'Client's Edit' will only show if the patient has completed the form on a device, and will have the patient's signature if they have signed the form.
Upload form
This is for uploading the claim form to Cliniko if you wish to keep a record of your claims in Cliniko. The form will be upload to the 'Files' section of a patient.
The 'Provider Copy' will have the additional 'ACC to contact me' field, which should not be shown to the patient, and will exclude the patient's declaraton
The 'Client's Edit' will only show if the patient has completed the form on a device, and will have the patient's signature if they have signed the form.
Email form
If the patient wants their claim details, and has an email address entered you can email them either:
the claim number by clicking the 'Claim Number Only' button
or a pdf copy of the claim form by clicking the 'Full Claim Form' button.