Additional Features for Account Holders

View the claim diary and edit the transaction items such as code, amount, service provider, and service type for the account holders.

Features Descriptions
Claim Diary IconClaim Diary
To display the Claim Diary, in the Item type column, click Claim Diary - IconClaim Diary.
Claim Diary - Location
The Claim diary panel is displayed.
Claim Diary Panel
Edit menu IconEdit menu
To edit an item that is invoiced or in progress, hover your mouse over an item, and click Edit Transaction IconEdit Transaction:
Edit Transaction - List
  • Adjust:
    • This fields allows you to correct any mistakes made in the billing process, such as a wrong Services Australia code.
    • You can change the code and amount, select a service type, select a Category for the adjustment, and provide a Reason.
  • Adjust Visit - Allows you to correct the Service provider, select a Category, and provide a Reason. It applies to all invoices created in a single visit.
    Adjust - Example