The dashboard gives you an overview of the status of claims and payments. The payments can only be viewed by those with invoicing permission.
Pending claims need to have some action taken on them. They are claims that have not been submitted to ACC.
Pending claims should be updated in one of the following ways:
This section shows the total number of claim numbers remaining for each vendor. Learn about entering a new range.
Claims are valid for a provider type one year after the first treatment by that provider type. This section shows active claims that are due to expire for any patient who has an upcoming appointment. The table shows the provider type, when the first treatment was, and when the next appointment is.
In order for expiry to be accurate, the first treatment date needs to be entered for each provider. Learn more about enter first treatment date.
Claims have a certain number of treatments allowed for each provider before additional treatments need to be applied for. This section shows active claims that have less than three treatments remaining, for any patient who has an upcoming appointment.
In order for treatment counts to be accurate, any additional treatments prior to beginning use of SubmitKit or at other clinics, need to be entered for each provider. Learn more about altering treatment counts.
If there are any imported appointments that have not yet been invoiced, they will show up in this table. If you do not need to be notified about a particular invoice being un-invoiced, eg if was invoice prior or using another method, then click the ignore button next to the appointment
Note, only appointments snyced from your practice managment system will show up in this table. Learn more are syncing your appointments.
The payment section shows any payments over the last 30 days. To check if the payment amount is equal to the invoiced amount, click the 'Check againist invoice' button. If the payment and invoiced amount are equal, then the amounts will be highlighted green, otherwise they will be red.
The payment section is only visible to users with invoicing permission.
This section shows all SubmitKit's notifications. Previous notifications can be scrolled down to.