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Elements and Performance Criteria

  1. Identify types of payments
  2. Process payments
  3. Finalise claims payment information to facilitate payment

Required Skills

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

Evidence Required

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


Range Statement

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.