Go to settings in the top right hand corner of your workspace

Create new services for accredited employers by selecting services on the left-hand side

Under the type field, write "Accredited Employers" or "AE" for short to distinguish this service from your other services

Fill in the remaining information such as name, description, duration in minutes.

Ensure that the price reflects the ACC price alongside your copayment amount, if applicable

Save the service

Go to your contacts section in the top menu of your workspace and select new contact

Fill in details, including adding a new type as "Accredited Employer" or "AE"

Find accredited employer details on the ACC website here, or request a list from the splose team

In settings, go to tags, and create a new Patient tag called "Accredited Employer" or "AE"

Next, assign this tag to all of your patients that are linked to an accredited employer by navigating to patient details and editing their details

Add the accredited employer tag to the patient

Scroll down to invoicing and select the specific accredited employer under the "send invoices to" heading

Save the changes

Create a new appointment in the calendar view for a patient linked to an accredited employer

Select the correct accredited employer service and create the appointment in the calendar

Click on the appointment in the calendar and click 'Add Invoice', like you would usually

Edit the price or add invoice lines if needed, then create the invoice

Select 'Email invoice' to bring up a draft email with a default email template that contains your invoice for the accredited employer

Note that this relies on the batch invoice add-on in the subscriptions settings of your workspace

Select 'Invoices', then 'Batch Invoice' and create a new batch invoice

Select a date period, location(s), practitioner(s) and importantly, the patient tag that you setup in step 3 of this guide

In most cases you will also select status then 'Arrived' to ensure you are not invoicing the accredited employer for cancelled or DNA appointments

Click Run to view all the un-invoiced appointments over that period

Select all of the appointments by ticking the tick-box at the top left hand side of the table, then select 'Continue', then 'Create Batch'

To email all of the invoices in one go, select 'Email invoices', ensuring that you have an appropriate invoice template that has been created

Monitor unpaid invoices in the calendar view via icons or by running a reports such as aged debtors

A reminder of the invoice reminder function in splose to automate email follow up of overdue invoices

Invoices paid via Stripe reconcile automatically

Invoices paid via bank transfer require manual reconciliation within splose

Tags you create, such as an accredited employers tag, allow you to filter reports further