Claim Details in Treatment Notes
Written by Richard Clarke
Updated over a week ago

Claim details when lodging an new ACC

If you wish to also add a claim's full details to your treatment notes when you lodge an ACC claim through SubmitKit, then tick the Add treatment note with the ACC45 claim details to Cliniko when lodging a claim tick box.

ACC45 Example


Claim details for each Appointment

This feature can clutter you treatment notes. You may prefer just to have ACC45 copied when lodging a claim and claim details copied to appointment notes instead

A separate treatment note can be created in Cliniko that outlines the basic claim details for an appointment. This is created when a claim is set in SubmitKit. To enable this feature, tick the Add treatment note outlining claim details to Cliniko for each ACC appointment tick box. The treatment note will also tell you the number of treatments remaining and the ACC invoice number after the appointment has been invoiced.

To have condensed treatment notes in Cliniko, select Compact, or Title only. Selecting Compact will have read codes without the code description. Title only will put the claim details (Claim number, Date of injury, Read codes, Treatments remaining) into the title of the treatment note, thus taking up minimal space in your treatment notes.

Title only example


Set up

Enabling copying to treatment notes

Head to Settings -> Practice Settings

Enable Add treatment note outlining claim details to Cliniko for each ACC appointment and/or Add treatment note with the ACC45 claim details to Cliniko when lodging a claim

In order for the treatment note to have the correct practitioner in Cliniko, each practitioner will need to add their Cliniko API key, otherwise the treatment note's practitioner will be set to whoever owns the API key on the Practice Settings page. If a non practitioner is showing on the Practice Settings page, then treatment notes will not be able to be created.

One Practitioner? If you only have one practitioner who also has the 'administrator' role in Cliniko and that practitioner's account is showing above the API Key field on the Practice Setting' page, then you can skip this setting practitioner's API key step.

Head to Settings -> Practitioners

  1. In the API Key column click the


    button for the practitioner you are adding the API key to. If this column is not showing, complete the enabling steps above

  2. Each practitioner will need to login to their Cliniko account and generate an API key

  3. Paste the API Key copied from Cliniko into the API key field, and save

  4. Each included practitioner will need to complete these steps


How it works

Claim details for appointment

When you set a claim in SubmitKit it will create a treatment note in Cliniko. The treatment note will be linked to an appointment and practitioner, and will show the claim number, date of injury and read codes. The treatment note will be created as a separate treatment note, rather than as an additional field to a treatment note that exists for the appointment. A separate note is used as if a treatment note is finalised nothing can be added to it.

If you unset the set the claim for that appointment in SubmitKit, the treatment note will be removed. If you change the set claim in SubmitKit, the treatment note will be updated.

When you invoice ACC for this appointment, the treatment note will be updated with the invoice date, invoice number and the number of treatments remaining.

Full size treatment note


Compact treatment note


Title only treatment note


ACC45 claim form details in notes

When you successfully lodge a new claim to ACC through SubmitKit, a final treatment note will be created for the patient. The treatment note will contain the full claim details.


Your API key access role

Check that the API Key used to connect to Cliniko has the administrator role. The text above the API key field should say something like: API Key added: 15-Apr-2019 || Role: administrator. If the role is not administrator, you will need to get the Cliniko account holder with administrator rights to generate a new API key in Cliniko that can then be entered into the API key field on the Practice Settings page.

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