You can set the expiry date, available number of treatments, and total allocated treatments for accepted ACC claims. By default, regulation-type providers (otherwise known as cost of treatment providers or specified treatment providers) are allocated 16 total treatments for new or imported ACC claims, while allied health contract providers are allocated 50 total treatments.
Edit claim expiry date and treatment allocations
Navigate to the ACC tab in the top menu of your splose workspace.
Select the accepted claim that you wish to edit and select view from the options. This will open the ACC claim.
You can now edit the ACC claim so that you can add or edit the expiry date, edit the treatments used and treatments total by service code.
Once you have made your changes, click save edit.
Claim expiry date and treatments used for invoicing
When submitting an invoice to ACC, splose checks that none of the ACC claims in your invoice list are expired or have reached their maximum treatment limit. If any issues are found, splose will display an alert in the invoice, preventing submission. Learn more about this here.
Tracking treatments used for your ACC claims
Treatments are automatically tracked once invoiced to ACC. You can view the number of treatments used in a few places in splose.
Location 1: Appointment module in calendar
Once an ACC claim has been linked to an appointment in the calendar you will see a preview of the claim's expiry date and service code treatments used / total in the appointment module by hovering your mouse over the question mark icon.
Location 2: ACC claim section
Navigate to the ACC tab in the top menu of your splose workspace to go to the ACC claim section. Here you can view all ACC claims. Search by claim number or patient name to bring up all ACC claims. Click on the plus icon which is located next to the claim number to view the treatments used / treatments total by service code.
Location 3: ACC patient details
Within a patients profile, navigate to the ACC details section to display a list of all ACC claims linked to that patient. You can view each claim and the number of Treatments used / Treatments total for each service code.
Using Cases for ACC contracts
If you hold an ACC contract that is not an allied health contract you can use splose Cases to best track your service expiry dates and allocated time / number of appointments.
Navigate to the Cases section of a patient's profile.
Cases allow you to manage:
the start and expiry date
utilisation by appointments, budget or hours
note that invoiced to ACC is currently not tracked in cases and that this is being worked on
Case alerts is a powerful automated feature that allow you to send automated emails to users or groups based on weeks before the expiry date or on utilisation percentage.
When a case is set up, it is then selectable, if within the available dates, when booking a service for that client and the amount already allocated to that case is shown.
Tip - Case naming
Most providers name the case by the ACC service item description. This helps practitioners book the right case against the service when a patient has a purchase order with multiple service codes.
Tip - Case reporting
The cases report allows you to report on all cases across your workspace based on expiry date or issue date range.
Workspaces also use the appointments and support activities report and filter by "contains ACC Claim" with the filter "No" to complete a gap analysis of ACC services booked without a case, read more here.