Assessor Resource

FNSPIM301
Process benefit payments

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to generate and process benefit related payments. It encompasses accessing and processing payment information and entering it in the correct format on a data management system to ensure timeframes for payment information are met and appropriate records are maintained.

It applies to individuals who use specialised knowledge and follow structured approaches, using limited discretion and judgement within the claims management function.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Process payments

1.1 Identify classification types in accordance with organisational criteria, industry best practices, and relevant Acts and regulatory requirements

1.2 Identify, check and accurately record payment information in accordance with organisational guidelines, and Acts and regulatory requirements

1.3 Authorise payments in accordance with payment authority and organisational operating procedures

1.4 Generate payments as directed with reference to Acts, regulations, organisational policy and operating procedures and codes of practice, if applicable, within timeframes

1.5 Complete payment documents identifying relevant details in accordance with legislation and regulatory requirements

1.6 Adhere to payment authority delegations and limits in accordance with organisational policy and procedures

2. Finalise claims payment information to facilitate payment

2.1 Finalise and enter payment information on system to prompt payment where required

2.2 Despatch claims payment data and/or payments within required timeframes

2.3 Copy and file electronic and/or hard copy documents for auditing purposes according to organisational operating procedures

Evidence of the ability to:

process and finalise benefit or claim payments following organisational policy and procedures and regulatory requirements, including:

access and process payment information

enter data in the correct format in the data management system

ensure organisational timeframes are met

maintain appropriate records.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe details of organisational payment types and claims classifications, including a knowledge of codes for entering data

describe the key features and relevance to processing benefit payments of:

appropriate legislation and industry regulations

relevant codes of practice

organisational operating procedures.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Process payments

1.1 Identify classification types in accordance with organisational criteria, industry best practices, and relevant Acts and regulatory requirements

1.2 Identify, check and accurately record payment information in accordance with organisational guidelines, and Acts and regulatory requirements

1.3 Authorise payments in accordance with payment authority and organisational operating procedures

1.4 Generate payments as directed with reference to Acts, regulations, organisational policy and operating procedures and codes of practice, if applicable, within timeframes

1.5 Complete payment documents identifying relevant details in accordance with legislation and regulatory requirements

1.6 Adhere to payment authority delegations and limits in accordance with organisational policy and procedures

2. Finalise claims payment information to facilitate payment

2.1 Finalise and enter payment information on system to prompt payment where required

2.2 Despatch claims payment data and/or payments within required timeframes

2.3 Copy and file electronic and/or hard copy documents for auditing purposes according to organisational operating procedures

Evidence of the ability to:

process and finalise benefit or claim payments following organisational policy and procedures and regulatory requirements, including:

access and process payment information

enter data in the correct format in the data management system

ensure organisational timeframes are met

maintain appropriate records.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe details of organisational payment types and claims classifications, including a knowledge of codes for entering data

describe the key features and relevance to processing benefit payments of:

appropriate legislation and industry regulations

relevant codes of practice

organisational operating procedures.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify classification types in accordance with organisational criteria, industry best practices, and relevant Acts and regulatory requirements 
Identify, check and accurately record payment information in accordance with organisational guidelines, and Acts and regulatory requirements 
Authorise payments in accordance with payment authority and organisational operating procedures 
Generate payments as directed with reference to Acts, regulations, organisational policy and operating procedures and codes of practice, if applicable, within timeframes 
Complete payment documents identifying relevant details in accordance with legislation and regulatory requirements 
Adhere to payment authority delegations and limits in accordance with organisational policy and procedures 
Finalise and enter payment information on system to prompt payment where required 
Despatch claims payment data and/or payments within required timeframes 
Copy and file electronic and/or hard copy documents for auditing purposes according to organisational operating procedures 

Forms

Assessment Cover Sheet

FNSPIM301 - Process benefit payments
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSPIM301 - Process benefit payments

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: