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

ELEMENT

PERFORMANCE CRITERIA

1. Identify types of payments

1.1. Personal injury management payment classification is identified in accordance with organisation criteria, industry best practices, and relevant Acts and regulatory requirements

2. Process payments

2.1. Payment information is identified, checked and accurately recorded in accordance with organisation guidelines, and Acts and regulatory requirements

2.2. Payments are authorised in accordance with payment authority and organisation operating procedures

2.3. Payments are generated as directed with reference to Acts, regulations, organisation policy and operating procedures and codes of practice, if applicable within timeframes

2.4. Payment documents are completed identifying relevant details in accordance with legislation and regulatory requirements

2.5. Payment authority delegations and limits are observed in accordance with organisation policies and procedures

3. Finalise claims payment information to facilitate payment

3.1. Where required, payment information is finalised and entered on the system to prompt payment

3.2. Claims payment data and/or payments are dispatched within the required timeframes

3.3. Documents are copied and filed for auditing purposes according to organisation operating procedures

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 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

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.

Unit sector

Personal injury management

This unit contains employability skills.