Administrative

Tasks
Administrative documentation
• Conditions of service delivery
• Consent to obtain or release information
• Identifying Particulars
• Information Leaflets
• Process Notes and Planning Documents
• Other
PLANNING
YOUR TIME
 At least once a week
have an admin morning
Planning and
Or have an admin hour
scheduling time
once a day
for Admin
Or 15 min after each
session
 Follow up on collateral interviews or collateral
information

To plan for sessions and update or finalize

process notes

Admin morning To reply to emails and follow up on outstanding

forms / questionnaires

To do your invoicing

To do your diary planning in terms of sessions /

reports / new intakes ext
 INVOICING
• Importance of client paying and then providing an invoice for clients to claim back
• Important information that must be on your invoice
• Service Provider / Professional’s Info Clients Info
- Name individual Professional - Main Member (Name & ID)
- Practice number (BHF) - Medical Aid
- Registration number with your council - Medical Aid No
- Address as registered with BHF - Member Name and No to whom
service was rendered
• Invoice Details
- Invoice No and Date of invoice
- Date of Service
- Nature of Service and ICD-10 codes
- Duration of Service and Tariff Codes
- Date of payment
 Service Provider contact details:

SOCIAL WORKER IN PRIVATE PRACTICE

PO Box 1615
Fairie Glen, 0043

Tel: 061 477 8480

Fax: 086 549 9703
Email: admin@factnetwork.co.za

Statement for Medical Aid

Service Provider: Client Information Mnr XXXXX
Dr. Louise Aucamp Medical Aid:
Social Worker Medical Aid number:
Main Member:
SACSSP reg : 10-xxxxx
Main Member ID:
Member to whom service was rendered:
PCNS Practice no : PTxxxx
INVOICE NO
Statement Date

SERVICE: Individual Play Therapy

Tarrif
DATE/NATURE OF SERVICE Duration ICD-10 Code Tarrif
code
12/11/2021 Ale Aucamp Therapy 1 hour ICD-10: F43.2 81307

19/11/2021 Ale Aucamp Therapy 1 hour ICD-10: F43.2 81307

Total outstanding
Paid by Member
Total outstanding

BANK DETAILS Please pay the service provider

Dr Louise Aucamp directly and then claim back
BANK from your medical aid
BRANCH CODE
ACCOUNT NR
Marketing
Marketing for small businesses
• Word of mouth is always the best marketing
• Social Media profiles
(Over 80% of all internet users are on Facebook, and Instagram earned nearly $600
million in mobile ad revenue last year. That means if you’re not using social media
strategically for your small business, you’re missing out in a big way.)
• Networking
( In person by making appointments with other service providers / welfare
organizations / schools / law firms) (Business cards / info leaflets) Begin with
people you know
(Answer questions on fb (that you truly have the answer to) Respond to request for
referrals on whatsapp groups or FB pages )
• Public speaking engagements (if you are good at public speaking)