HOW DO I RUN A PAYMENT REPORT TO SEE WHICH CLIENTS/SERVICES I HAVE BEEN PAID FOR?
- Log on to the CMS, click on BILLABLE ITEMS
- Change PROVIDER PAID DATE to “is equal to”
- In the date box, enter the pay date you wish to run a report for, then hit APPLY.
- You will then see a list of payments made - this will show you all the lines that were paid/unpaid on that pay date.
- Once you have the information you are looking for, you can download in a spreadsheet by clicking EXPORT
WHERE CAN I FIND THE ISSC REPORT TEMPLATES?
This link will provide the most up to date templates for you:
https://cms-issc.nz/help/provider/acc-issc-report-templates
I WANT TO ADD A TASK/REMINDER FOR MY CLIENT'S REPORT
- Go to the client to want to add a task for.
- Scroll down until you see ADD TASK
- Give the task a title eg. Early Planning Report,
- Add in the due date
- Add extra information if required
- SAVE
THE CASE MANAGER HAS EXTENDED THE PO DATE/APPROVED EXTRA HOURS/SERVICES BUT I CANNOT SEE ANY CHANGE ON CMS
- There is no direct exchange of information on CMS from ACC, other than submission of invoices and receipt of payments - please check that you have forwarded the confirmation email from the Case Manager to your Supplier/Supplier Admin. If they are not copied in on the email from the CM, you will need to forward a copy.
WHERE CAN I WRITE CLIENT NOTES?
- You have 2 options - general notes which any provider working with the client can see, or session notes, which only you can see, edit and read. Both options are found under NOTES under each client.
I AM A SOCIAL WORKER/ASSESSOR AND ALTHOUGH THE PO HAS BEEN APPROVED, THE CLIENT IS NOT IN MY CLIENT LIST
- Check in with the Supplier/Admin that you have been given access to the client - sometimes the PO gets added before the Assessor/Social worker has been allocated to the client, and to preserve confidentiality, access is not automatic.
A CLIENT HAS RETURNED TO THERAPY, BUT THEY ARE NOT IN MY CLIENT LIST
- Ask the Supplier/Admin to reactivate the client for you.
HOW DO I BILL FOR TRAVEL?
- Ensure you have case manager approval first
- When you are billing for the service, after selecting the service code and date, hours, click ADD TRAVEL and a dropdown option will appear. Remember to deduct 20kms from the total return journey, split costs equally between clients if you are seeing more than one in your travel location, and calculate the return kms from your approved office to the location, not home address.
- Copy of ACC travel guidelines here:
https://www.acc.co.nz/assets/provider/supplier-road-travel-guidelines.pdf
HOW DO I BILL FOR A CLOSURE NOTICE OR A DNA?
- Go to ADD BILLABLE
- BILL FOR NON-SERVICE CODE
- Choose DNA OR CLOSURE
- Add 1 UNIT
- CREATE & RETURN
If there are no DNAs on the PO, please check they are not on an earlier PO - usually the Early Planning PO.