Navigate to the + New Invoice button in the ACC tab.
Select the practitioner(s) and date range for the invoice.
Note - Invoices should cover a maximum of a 3-month period for ACC
Review vendor ID, contract ID and declaration date details on the right-hand side.
Note - vendor ID and contract ID will default to the default of the first practitioner that you choose. You can change this as required.
Add additional filters or leave blank for all related ACC services.
Note - services with an ACC claim associated with them in the appointment or support activity (booked in the calendar) will show
Tip - Saved Filters
Workspaces created saved filters that they can reload for quick, repeatable invoicing workflows
Click on the Run report button.
In the table, select the services to be included in the invoice.
Adjust details such as claim number, service code, billing method, quantity and purchase order if required.
Click on the Create draft.
Review the draft prior to submitted to ACC by clicking view from the three dots and then click Submit to ACC.
Once submitted to ACC you can monitor the status of invoices in the invoices section in the main ACC tab.
Refresh the status of each invoice by selecting the three dots under the actions column and choosing "Refresh Status."
View invoice details by selecting the three dots under the actions column and choosing "View."
Tip - Purchase order number
A purchase order number can be associated with an accepted ACC claim.
Go to the accepted ACC claim and click edit.
Scroll down and enter the purchase order number and then click save.
The number will prepopulate when processing ACC invoices!