SubmitKit

Richard Clarke

Start here to get your SubmitKit account up and running

Getting Started

Prerequisites

Connect to Cliniko

Connect to PracticeHub

Connect to Momence

Set up Video Guide

Setup Check-list

Start here for getting your SubmitKit account set up.

First Steps and Overview

Adding a Vendor

Upload Digital Certificate

Add an ACC32 Range

Add Accredited Invoice Details

Add your ACC Vendor details, claim range numbers and your digital certificate

Vendor

Choosing ACC appointment types

ACC Appointments from your Practice Management System Invoices (Alternative set up)

Set which appointment types will be be ACC appointments.

ACC Appointment Types

Set up your Practitioners Details

Adding Provider Types and Service Codes

Multiple ACC Provider/Vendor IDs for one Practitioner

Manage your Subscription

Setting up your practitioners and ACC service codes

Practitioners

Import All Patients

Momence importing patient's custom fields

Import all your patients from your practitioner management system into SubmitKit

Set up your Patients

Opening SubmitKit from Cliniko

Other Practice Settings

Here are some useful settings that can make your clinical life a bit easier

Useful Settings

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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