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Completion of Online ACC Forms by the Patient
Completion of Online ACC Forms by the Patient
Written by Richard Clarke
Updated over a week ago

The ACC form has patient details, and claim details.

If the form was emailed from SubmitKit, the patient details will be completed, and the patient will also be able to save the progress of completing the claim. The saved claim can be accessed through the same link in the email. The claim will still need to be submitted in order for the claim to be imported.

If you have required the user to sign the form, an electronic signature box will pop up when clicking the Sign and Submit button.


If a patient ticks I have an existing ACC claim, and don't need to create a new claim, they can enter the claim number and submit the form, without having to complete the other fields or sign the form.

If Require ACC fields - Emailed is set in your Practice Setting, the form will not be able to be sent until they have completed the required fields. If there are any missing fields, warnings will be shown next to fields needing attention.

If a patient can't find a match for their occupation in the occupations list provided by ACC, they can free type in their occupation. When the patient/claim form is opened in SubmitKit after submission, occupations that were typed in without using the drop-down will appear below the occupation field, under the label Suggested Occupation. An appropriate occupation can then be selected from the drop-down by the practitioner/receptionist. Or 'N/A' could also be entered if necessary.


Once submitted, the patient will be unable to submit another claim form, until the claim has been import or deleted by your clinic.

Agreeing to terms

The patient will need to tick the authorisation check box before submitting the form.

Errors on the form

If the patient has made a mistake in filling out the form, the error can be corrected when the patient comes in to the clinic, and the patient can sign the form again, by sending the claim to a device for editing and resigning. You could also use the Client View to get the patient to sign the form again. If a form is resigned, the previous snapshot will be replaced by the latest snapshot. The snapshot will contain a signature if the form was signed.

Viewing snapshots of completed forms

If a claim has a snapshot of a form, this can be viewed by going to the Claim Form Actions dialog box. Clicking the Claim Form Actions button on the claim page or claim form will open this dialog box. From the dialog box the Client's Edit can be viewed as a PDF, uploaded to Cliniko, or emailed to the patient.

If a claim is sent back to the device for editing then the previous snapshot will be replaced by the latest snapshot. The snapshot will contain a signature if the form was signed.

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