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ACC patient form

Workspaces can send new patients an ACC form to complete which will populate the patients ACC patient details & ACC claim details in splose

Updated over a week ago

ACC patient form

Workspaces can send new patients an ACC form to complete which will populate the patients ACC patient details and ACC claim details in splose.

These forms can be sent in two ways:

You can change the theme color, form header image and form completion message in ACC form settings.


Manually via the patient's profile

In a patient's profile, navigate to ACC details.

Scroll down to ACC forms.

Email ACC form to patient

To email an ACC form to a patient, click + Add new form.

Give the form a title, such as ACC form.

Click on the three dots.


Click email form, compose your email and send.

  • Note, you can set up an ACC form email template in email templates


Automatically using appointment templates

You can automatically send an ACC form to a patient when an appointment is booked using appointment templates.

Navigate to settings > appointment templates.

Edit or create a confirmation appointment template.

Add in an ACC form link placeholder.

Remember that you can choose which services use this template in each services settings - read more here.


Reviewing completed form details

Once the form is complete, the patient's ACC patient details and new draft ACC claim will be both be ready for review.


If the patient has ticked that they have an existing ACC claim then you will need to check the completed form for the claim number that they have provided. You can then copy this into the import claim feature - read more here.


ACC form settings

Under settings, you can change the theme color, form header image and form completion message.

You can also choose to automatically email the patient a copy of the completed form and notify users or user groups in your workspace that the form has been completed.

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