Adding existing claims
Existing claims can be added using just a ACC45 claim number. Enter a claim number and make sure that a practitioner and provider type are selected. These will be auto-populated if the form has been opened from the appointments page.
Click on the Import button as shown above. The date of accident and diagnosis fields will be pulled from ACC and the existing claim checkbox will be checked. If the details are correct click Save.
If a claim is not found, it could be that the claim has not yet been registered with ACC, or the claim number is wrong.
If you know how many treatments a patient has previously had on a claim for the provider type selected, you can enter the number of treatments in the 'OTHER' column. Also if you know the date, or can approximate the date of the first treatment, this can be entered into the 'FIRST TX' column. Entering in these details helps determine when a claim expires; this information is not sent to, or used by ACC, but is for your own reference.
When importing existing claims, the expiry date will be be blank, as the exact expiry date of 12 months after the first treatment date for that provider type is unknown. If you want the expiry date to default to an estimated to 12 months after the date of injury, you can set that in Settings -> Practice Settings. Estimated expiry dates will be highlighted yellow wherever they appear. If this is the first time the patient is seeing this provider type, you can set the first treatment date, or double click the first treatment date if today is their first treatment date - this will set the expiry date and un-tick 'Estimated Expiry'.
Import previously used claims
If you or another ACC billing system you have used has been placing claim numbers in the appointment 'Note' field or patient 'Invoice extra information' field, these claims can be pulled through to SubmitKit to be used. The 'search' button will find any claim numbers entered into the aforementioned fields.
Cliniko example of claim number in 'Note' field
If there are any claims stored in the 'note' field they will be displayed in a table, which contains:
- the claim number
- the provider type of the practitioner who treated the patient
- how many treatments that provider type gave for the claim
- the date of the first treatment
- the date of the last treatment
After importing, save the claim.