Head to Forms
This page shows patients with appointments within the selected date range. You can view appointments by day or by week, and use the calendar on the right to pick the date/s. The table shows how many active claims the patient has, and how many ACC appointments they have within SubmitKit. If you want to double check the total number of ACC appointments a patient has within Cliniko, click the Check Count button. Using the Check Count will also count appointments that exist in Cliniko prior to using SubmitKit.
Find patients that may need to fill out a new claim form
You can use the table header to sort by the column's contents. Clicking on the Claim Count column will sort this column, so you can find patients that have no active claims at the top. Clicking on the Appointment Count column will sort this column, and may show patients that only have one appointment at the top, which suggests they may need to fill out an ACC form.
If you have an appointment type like 'ACC First Consult', you can filter to only show patients with this appointment type. Use the Appointment Type drop-down on the right to filter to an appointment type. Clicking the green plus button will give a breakdown of the appointment types that the patient has had.
You can find any patient to email a form to by clicking on 'Find Patient' in the right side bar.
Email form to patient
Click the Email ACC Form button to send an email which contains a secure link to an ACC form. The patient details will be pre-populated when the form is opened from the patient details in SubmitKit. If a patient has been emailed a claim form, an evelope symbol will show .
When a claim form is emailed to a patient, they have 7 days to complete the form. After that time the form will expire, and the form can no longer be accessed by the patient.
To view all emailed forms, click the 'All Emailed' link in the header.
If a patient has completed a form, an Import Claim button will show.
By clicking the Import Claim button and then submitting the claim to ACC or saving the claim, the claim will be saved to SubmitKit, along with a copy of the form as the patient completed it. You can view the patient's edit of the form using the Client's Edit button in the Claim Form Actions. If you do not save the claim at this stage, the claim will remain ready to be imported. If you do not wish to import the claim and wish to delete the patient's claim form, click the red circle button, then confirm the delete. Deleting a patient's completion of the form cannot be undone.
To view all completed forms, click the All Completed link in the header.