Getting Set Up

Last updated: April 19th, 2019

Welcome to SubmitKit, the software solution that integrates practice management systems with ACC, allowing creation of claims, invoicing, reconciliation of payments, and much more.


  • ACC Vendor ID
  • ACC Provider ID's for your practitioners, and their addresses
  • HealthLink digital certificate. Usually provided on a CD
  • HealthLink digital certificate password
  • Cliniko Account

Video demonstrating how to set up SubmitKit

Setting up your practice

Only the admin user can perform the functions under 'setting up your practice'. If you have registered an account with SubmitKit you will be the admin user. Learn about users

Head to Settings, and then Vendor. You will be redirected to the Vendor page automatically when first setting up your practice.

Add a practice management system

SubmitKit connects to your practice management system via an API key. Currently Cliniko is the only practice management system which we support.

  • Click the 'add Patient/Practice Management System' button
  • Enter a label to identify your practice in SubmitKit
  • Select the practice management system you are connecting to, eg. Cliniko
  • Enter the API key provided by your practice management system - see your systems documentation on how to generate an API key. Cliniko's generate an API key guide.
  • Enter an email address for the practice that will be used as a reply to email address for some emails that are sent through SubmitKit
  • Select the hours you wish to have displayed on the appointment calendar

These detail can be edited later by heading to Settings then Practice Settings

Add a vendor

Adding a Vendor:

Even if you don't have a separate vendor ID and vendor details, you still need to add a vendor. If you don't have a separate vendor, use your provider ID as the vendor ID

  • Click the 'Add a vendor' button
  • Enter your vendor name that you have registered with ACC
  • Enter your ACC vendor identifier
  • Tick 'GST included' if GST registered, and enter your GST number as digits only, without any dashes
  • If you will have more than one vendor, you can set a vendor as being the default vendor. The default vendor will be the vendor that will be selected first on the 'Dashboard' page and the 'ACC' pages.

Upload HealthLink digital certificate

  • Click the 'Add certificate' button
  • Insert your HealthLink digital certificate into your CD drive
  • Click the browse button and locate your digital certificate on your CD drive. Click on the file with .pfx as the extension. If the file is not showing, make sure that your file browser is showing all file types.
  • Enter your HealthLink password for your digital certificate, then click 'Upload certificate'

Sharing a certificate among vendors

Additional vendors can share the same certificate

Use same certificate for multiple vendors
  • First, you need to have added a certificate to one of the vendors, as outlined above
  • Click the 'Add certificate' button on the vendor without the certificate
  • Select the vendor that has the certificate from the 'Use this vendors certificate' drop-down
  • Click the 'Use selected' button

Add claim numbers

Obtaining a range:

Email ACC at number.allocation for a block of ACC45 numbers. In the email include: Name of your clinic, Provider/Vendor number, contact details and the quantity of numbers being requested up to 2000. You should get a automated response right away.

Vendor's claim numbers:

Each vendor needs a separate claim number range. So if you have more than one vendor, you will need to obtain a separate claim number range from ACC for each vendor

You can add claim number ranges during the initial set-up or add them later.

Claim numbers are provided by ACC in a range. Give ACC a ring if you need a new claim number range. You will be provided with a beginning and an end of range sequence eg XX14000 and XX15000.

  • Click 'add range' button
  • Enter the two letter prefix in the 'prefix' form box
  • Enter the beginning of the range (the lesser of the numbers) in the 'Start Value' box. Make sure that you include any preceding zeros eg 00500
  • Enter the end of the range (the greater of the numbers) in the End Value box. Make sure that you include any preceding zeros eg 01500

Multiple Vendors

Other users that you have added, can upload their own digital certificate, and add in claim ranges from there own account, from Setting -> Vendor. If a user has been set up as a practitioner user (ie they only see their own appointments) they will only have access to there own vendor information.

Add accredited invoice details

This step is not necessary in order to work with ACC, but it is needed if you wish to invoice accredited providers directly. The vendor details entered here will also be used when creating a referral form

  • Click on the 'Update accredited invoice details' button, then add in the details (address, phone and website) you want to appear on the invoice and in the body of the email
  • An email address is necessary in order to send and receive emails to and from accredited employers
  • Also add in a subject line for the email to the accredited employer eg Invoice from Your Practice Name
  • Your clinic details will auto-populate the body of the email sent to accredited providers. You may edit this if you wish. To use placeholder, eg. the patient's name, place the cursor in the text box where you want it to appear and click the 'Patient name' button. The patient-name will be replaced by the patients name when the email is sent.
  • The additional invoice note gets inserted into the invoice. This is a great place to put your account details so the accredited provider can pay you. Note, you may have to provide accredited employers with proof of your bank account first.

Choosing ACC appointment types

Head to Settings, and then Appointment Types

This is where you set which appointment types will be be ACC appointments.

  • First import your appointment type from your practice management system, using the 'Import types from ...' button
  • You should be see a list of all your appointment types. Tick which appointments will be ACC appointment types and click 'save'
  • If you wish to colour code your ACC appointment types for the calendar view, click 'Set Colour'. If you would rather colour code according to practitioner, then don't set a colour for your appointment types

Appointment Types:

To effectively use SubmitKit you must have at least 2 appointment types in your practice management system and each appointment type must be used solely for either ACC appointments or non-ACC appointments. You can of course have any number of appointment types eg. ACC new patient, ACC follow up, ACC baby consult, Private Returner, Standard New Patient etc.

Only the admin user can select the ACC appointment types. Learn about user types.

Set up your practitioners

Head to Settings, and then Practitioners

All practitioners will be imported from your practice management system but only practitioners that you include in SubmitKit will count towards the your subscription plan in SubmitKit. Note you can not include more practitioners than your plan allows; to change your plan see 'Account settings'. There is also a limit on the amount of times you can exclude and then re-include practitioners over a period of time.

  • First import your practitioners from your practice management system, using the 'Import practitioners' button
  • To include and edit the practitioners' details click on 'edit' button. A dialog box will appear
  • Tick the 'include' check box. Only the admin user can include and exclude practitioners
  • Choose a colour that will be used to display this practitioner on the calendar
  • Enter the ACC provider identification given by ACC, eg XXX999
  • Choose how this practitioner will bill ACC, either hourly or per-treatment
  • Select which vendor this practitioner belongs to. If you only have one vendor at your clinic, there will only be one option
  • If you work with ACC under a specific contract and get 50 treatments per claim, rather than under the general regulations with 16 treatments per claims, click 'under contract'. Generally contracts only apply to a limited number of practitioners. Even if you provide some contract services, eg Orthotic codes, unless you get 50 treatments per claim leave this unticked
  • Address is the work place of the practitioner. ACC need practitioners' clinic addresses, so include an address. Start typing the practitioner's address in the first address box to auto-populate the address fields. Note: line 1, city and post code are required fields

Adding provider types and services

Practitioners need to work with ACC as a specific provider type and with specific services. This next section involves setting up how the practitioner works with ACC.

If a practitioner can bill ACC under multiple modalities (eg. the practitioner can bill ACC as a Chiropractor and an Accupunturist) or multple services (eg. PHY3 Physiotherapy and PHY7 Physiotherapy Treatment - Post Surgery), these steps will need to be repeated for each modality and service

If a practitioner bills ACC for both contract and non-contractor work eg POD1 and orthotic services, see below.

  • First select which provider type the practitioner is eg. Osteopath, Physiotherapist, Chiropractor etc.
  • Then select which service you use with ACC
  • Selecting an appointment type is optional and is only needed if the practitioner offers more than one service, and you want the service associated with an appointment type. If you wish to associate the service with multiple appointment types, leave the drop down blank, then add the associated appointment types after adding the service, using the 'Add' button in the service table.
  • Click the 'Add service' button and the details will be added to the service table below
  • Select the default button
  • Non contractors can ignore the contract id field
  • Repeat these steps if the practitioner provides more than one modality or service. You will also need to set one of the services as a default. The default service should be the one that the practitioner most often uses, and will be set automatically against the practitioners appointments
  • Save your changes
  • Follow the above steps but also put a contract ID against each service
Combined Contract and Non-contract services
  • Tick the 'Include contract codes' tick box, above the 'Service' drop-down
  • Follow the steps described above, entering your contract ID against each service that is a contract.

Chiropractors and X-Rays

If have appointment slots in Cliniko for your x-rays, you should add x-ray as a service, and associate the appointment type that use for x-rays with the x-ray service. If you don't have x-ray appointment slots in Cliniko, then you shouldn't add x-ray as a service. You can still add x-ray service items in SubmitKit, see adding service items.

One service example


Multiple service example


Multiple services with multiple appointment types associated


Contractor example


Default services

The service codes CPY, COPY, STPR, 2152 will be automatically added to non-contract practitioners. Contractors will need to add these services in along with their contract number.

Multiple ACC provider Ids or vendor Ids for one practitioner

If a practitioner has multiple ACC provider Ids or vendor Ids, when editing the practitioner tick the 'Practitioner has more than one Provider ID or Vendor ID' tick box. This tick box is under the provider Id. After the practitioner has been edited and saved, the provider Id column will have a plus in the practitioner table, and the provider Id that was entered when editing the practitioner will be set as the default. When lodging claims the default provider details will be used.

Click the green plus button to add an additional provider Id or link to another vendor.

Set the ACC provider Id, and select the Vendor

You can relate the provider/vendor combination to a business, if you have multiple business. If you relate the provider/vendor to a business, when an appointment is pulled through from Cliniko, all appointments from the selected business will be attributed to the provider/vendor combination

Alternatively you can also related the provider/vendor combination to appointment types

You can also add the provider Id that is marked as the default, and link it to a vendor and business or appointment types. You may not need to add this extra information to the default provider Id. In this scenario where only one extra provider is added; if an appointment doesn't relate to a business or appointment type that was added as an additional provider, then the provider Id and vendor will relate to the default vendor combination. The default provider/vendor were added when editing the practitioner.

Sync patients

Under Patients

If the total number of appointments from all your practitioners is greater than about 60 per week, SubmitKit will run faster if you import patients from your practice managment system first.

  • Navigate to the 'patients' page, and click 'Sync patients'. If you have a very large patient base this may take a few minutes

Managing plans

Under Account

To change the number of practitioners that you can include, go to the 'Account' page, and click the 'Select' button under the 'Select plan' section.

Learn more about changing plans.

Trial period:

You can freely change plans during your trial period without it affecting your trial period.

Bulk import claims

Contact us if you wish to import a list of claims to get you started with SubmitKit.

Setup check-list

To invoice ACC you will need to have done the following:
  1. Added your Cliniko API key
  2. Added a vendor, with a ACC Vendor ID
  3. Uploaded a current ACC digital certificate
  4. Imported your appointment types, and selected at least one as an ACC appointment type
  5. Imported your practitioners
  6. Added practitioner/s ACC provider ID and services
  7. Set at least one practitioner as included
  8. Imported your patients
To lodge claims with ACC you will need to have done the following:
  1. Completed step 1-8 above
  2. Obtained a claim number range from ACC
  3. Entered the claim number range to a vendor
To invoice Accredited Employers you will need to have done the following
  1. Added an email address for your vendor/s

Updating your API key

Head to Settings then Practice Settings

Paste your new API copied from Cliniko into the 'API Key' field. Then click 'Save'

Other Practice Settings

Head to Settings then Practice Settings

From the practice settings page you can:

  • Change your practice's name and reply to email address
  • Update your Cliniko API key
  • Adjust your calendar display settings
  • Adjust your default settings for devices
  • Enable copying of claim details to Cliniko. Details about copying claims to Cliniko can be found here