Dashboard

Last updated: July 18th, 2018

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

List of pending and failed claims

Pending claims need to have some action taken on them. If the pending claim is a new claim, the claim has not been lodged to ACC yet. If the pending claim is an existing claim, the claim has not yet been marked as registered, to import the claim from ACC see instructions here

Failed claims were unable to be processed by ACC, and may need re-submission. To see what the error is go to the 'Claims' page, search for the claim, then check the extra claim fields by clicking on the button to the left of the claim.

To remove a claim from the pending table, set the claim as inactive

Updated pending claims

Pending claims should be updated in one of the following ways:

  • New claims should be submitted to ACC from the claim dialog pop-up which can be accessed through the appointments page, claim list page, or a specific claim page.
  • Previously registered claims should be imported from ACC using the 'Import' buttons on the claim pop-up dialog, or claim edit page, or else by using the claims list page 'View Status' button.
  • Accredited employer claims should be marked as accredited from the claim pop-up dialog, or claim edit page.

Remaining claim numbers

This section shows the total number of claim numbers remaining for each vendor. Learn about entering a new range.

Expiring claims

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 appointment within the specified date range. Use the drop-box in the table header to set how many days worth of appointments either side of today are shown. This drop-down also effects the 'Treatments Allowances' table below it. The table shows the provider type, the claim's expiry date, and when the next appointment is. If the exiry date if highlight yellow, then the expiry date is estimated. If you want claim to become inactive when the expiry date is past, use the last column.

  • means the claim will become inactive after expiry date.
  • means that the claim will remain active after expiry date
  • 'Inactive, Now' will set the claim as inactive immediately, and remove the claim from the table

In order for expiry to be accurate, the expiry date needs to be entered for each provider type. Learn more about enter first treatment date and expiry date.

Treatment allowances

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 or equal to the selected number treatments remaining, for any patient who has an appointment within the date range set in the 'Expirying Claims' table header. The treatment allowance is adjusted after an appointment has been invoiced. If you want claim to become inactive when the number of treatments remaining is zero, use the last column.

  • means the claim will become inactive when the number of treatments remaining to be invoiced is zero
  • means that the claim will remain active even after the treatment allowance has been used up.

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.

Un-invoiced appointments

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 invoiced prior to using SubmitKit or using another method, then click the ignore button next to the appointment

To ignore a range of un-invoiced appointments:

  • select an appointment by clicking in the first column, hold the 'Shift' key, then select another appointment further down. Then click 'Ignore selected'
  • or hold 'Ctrl' to select multiple appointments, then click 'Ignore selected'

If you want to retrieve an appointment from being ignored, use the 'Go to ignored appointments' and click 'Remove from ignored'.

Note, only appointments snyced from your practice managment system will show up in this table. Learn more are syncing your appointments.

Payments

The payment section shows any payments over the number of days selected. To check if the payment amount is equal to the invoiced amount, click the 'Check Payment' button. If the payment and invoiced amount are equal, then the amounts will be highlighted green, otherwise they will be red. This amounts invoiced and paid will be saved, next time you view the table

When checking a payment if there are any messages assciated with the payment they will be shown the in the 'ACC payments messages' section.

If a payment has only been partially paid it wil show in the 'Partially Paid' section. If you don't expect to be paid out fully on the invoice, you can choose to ignore the payment, by clicking 'ignore' which will remove it from the table

Invoice and Payment Details

The payment and invoice reference codes are links that will take you to a break down of the repective invoice or payment

Who can view payments

The payment section is only visible to users with invoicing permission.

Notifications

This section shows all SubmitKit's notifications. Previous notifications can be scrolled down to.