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Claim Details in Appointment Note
Written by Richard Clarke
Updated over a week ago

Set up

Head to Settings -> Practice Settings

Tick Add claim details to Cliniko's appointment note, at the beginning of each day, then Save changes.

How it works

At the beginning of each day, your appointments that are ACC related will have all active claim details pushed to the appointment note in Cliniko. The appointment note can be viewed by clicking on an appointment in Cliniko. If there is more than one active claim there will be multiple claims. If today an appointment is added to Cliniko, when SubmitKit is resynced, if the patient has an active claim this will also be pushed to the appointment note.

The note will show: claim number, date of injury, the number of treatments remaining, total number of treatments allowed, expiry date of the claim, and read codes. The number of treatments remaining will be calculated on the number of treatments previously invoiced, so won't include appointments that have yet to be invoiced.

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