Assessor Resource

FNSPIM301A
Process benefit payments

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to administrative job roles across the personal injury management sector.

This unit describes the performance outcomes, 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.

This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or territory requirements should be confirmed with the relevant body.

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

Employability Skills

This unit contains employability skills.



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.

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

demonstrate awareness of relevant taxation laws, including Goods and Services Tax (GST)

interpret and apply relevant Acts and regulations and organisation policies and procedures

identify types of payments and process and finalise claim payments.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment, technology, software and consumables

access to organisation records

access to organisation policies and procedures.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:

evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports.

Guidance information for assessment

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.

Required skills

communication skills to:

determine and confirm information, using questioning and active listening as required

liaise with others, share information, listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

perform calculations related to achieving required outcomes

check accuracy of claim data

use computer applications (word processing, spreadsheet, database, organisation claims processing software, records and money management software skills) to assist in achieving required outcomes

access and update records electronically

use internet information

literacy skills to:

read and interpret documentation from a variety of sources and record and consolidate relevant related information

read and interpret forms relating to insurance claims and related documents

use filing systems, both hard copy or electronic

follow organisation operating procedures to assist with processing claims

effective interpersonal skills

organisation skills, including the ability to plan and sequence work

use of office equipment skills

teamwork skills to achieve organisation processing goals

Required knowledge

accounting practice principles

details of appropriate Acts, regulations, organisation operating procedures

details of organisation and claims classifications

relevant codes of practice

relevant taxation law, including Goods and Services Tax (GST) requirements

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Personal injury management may include:

workplace injury insurance schemes and comprehensive third party insurance to cover transport related accidents.

Payment authority will be related to:

the authority limits established by each organisation, which will vary from one organisation to another.

Organisation operating procedures would specify

authority levels

delegations

filing requirements

organisation's accounting systems

other relevant details

payment process

timeframes.

Entering claims payments data may include:

coding according to organisation requirements (entering statistical data).

Systems may be:

computerised

data recording

updated electronically in the majority of cases.

Documents may be:

electronic

hard copies (paper).

Filing may be:

in a computer system

in hard copies.

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
Personal injury management payment classification is identified in accordance with organisation criteria, industry best practices, and relevant Acts and regulatory requirements 
Payment information is identified, checked and accurately recorded in accordance with organisation guidelines, and Acts and regulatory requirements 
Payments are authorised in accordance with payment authority and organisation operating procedures 
Payments are generated as directed with reference to Acts, regulations, organisation policy and operating procedures and codes of practice, if applicable within timeframes 
Payment documents are completed identifying relevant details in accordance with legislation and regulatory requirements 
Payment authority delegations and limits are observed in accordance with organisation policies and procedures 
Where required, payment information is finalised and entered on the system to prompt payment 
Claims payment data and/or payments are dispatched within the required timeframes 
Documents are copied and filed for auditing purposes according to organisation operating procedures 

Forms

Assessment Cover Sheet

FNSPIM301A - 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

FNSPIM301A - 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: