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Lodging ACC Claims

This article explains how to lodge ACC claims in Principle, including both digital patient forms and paper-based submissions, as well as how to track claim statuses.

Ayden avatar
Written by Ayden
Updated over 3 weeks ago

ACC claims are lodged directly from a patient’s account in Principle. You can either send a digital ACC form to the patient to complete, or manually enter claim details from a paper form completed in-practice.

Once submitted, claim statuses automatically sync with ACC overnight and can be monitored from within the patient record.

Before You Start

Make sure:

  • ACC setup has been completed for your practice

  • Staff provider numbers have been added in Staff Edit pages

  • Address verification has been completed in settings

While a practice may have a provider ID, most ACC claims are lodged using individual staff provider numbers.

Contents:

Sending an ACC Claim Form to a Patient (Digital)

  1. Open the Patient's Profile and navigate to the 'Account' tab.

  2. Navigate to the ACC tab.

  3. Select Lodge ACC Claim.

  4. Choose to send the ACC form to the patient via SMS or email.

    • You can use the default message template or a custom patient document template.

  5. The patient completes and submits the form digitally.

Once the patient has submitted their form:

  • You’ll receive a notification in the Forms tab of the patient profile.

  • Navigating to the Account> ACC tab in the patient profile, the ACC claim form will automatically populate with the patient’s responses.

  1. Review the claim details.

  2. Click Submit to lodge the claim with ACC.

Once submitted, the claim status will display as 'Submitted'.

NOTE: Template for these forms can be created in Custom Forms and used for sending ACC to patients. Alternatively, you space is set up with a default template to use.

Lodging an ACC Claim from a Paper Form

If the patient completes a paper ACC form in the practice:

  1. Open the patient’s account.

  2. Go to the ACC tab.

  3. Select Lodge ACC Claim.

  4. Manually enter the claim details from the paper form (The digital view from the patient profile will mirror the paper form).

  5. Review and Submit the claim.

Claim Statuses and Syncing

After submission, ACC claims move through the following statuses:

  • Submitted

  • Approved

Claim statuses automatically sync with ACC.
If required, you can manually update statuses by selecting Sync ACC requests.


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Adding Supporting Documents

If ACC requires additional documentation (e.g. X-rays or Prior Approval letters):

  1. Open the ACC claim from the patient’s account.

  2. Select the three dots next to the claim.

  3. Upload supporting documents.

Uploaded files are stored against the claim for reference.

💡Next up - ACC Invoicing

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