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Surgeon Form

ARTP Form

A downloadable Surgeon form for healthcare professionals.
Auto-fill with HeidiBrowse templates

Specialty

Surgeon

Downloads

32 times

Type

Form

Last edited

7/24/2026

Created by

Heidi Team

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About this form

The Assessment Report and Treatment Plan (ARTP) Form is used by clinicians in New Zealand to request prior approval from ACC for elective surgical services. It documents essential client and claim details, the clinical diagnosis, injury history, examination findings, and the proposed surgical treatment, including prognosis and post-operative management. Completing the ARTP Form in Heidi supports clear and comprehensive documentation and assists clinicians in preparing complete submissions for ACC surgical funding consideration.

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Frequently asked questions

What is the purpose of the ARTP Form PDF?

The purpose of the ARTP Form PDF is to allow a treating specialist in New Zealand to request prior approval from the Accident Compensation Corporation (ACC) for elective surgical services. This form documents the client's details, the clinical diagnosis, the causal link between an accident and the diagnosis, examination findings, and the proposed surgical treatment. It is the formal submission for ACC to consider funding the surgery for a covered accident-related injury before it proceeds.

Who uses the ARTP Form PDF?

As a specialist who has personally examined the patient and is recommending surgery, you use this form to request ACC funding. This typically includes surgeons in orthopaedics, general surgery, plastics, ENT, neurosurgery, and ophthalmology. You complete and sign the first five sections, certifying the patient has authorized providing this information to ACC. The facility or contract supplier where the surgery will occur is named as the lead supplier in the final section.

What is included in a ARTP Form PDF?

An ARTP Form PDF includes client and claim details, the diagnosis and injury history, proposed management, surgical treatment details, and specialist certification.

  • Kiritaki (client) and claim details: claim number, date of injury, name, NHI number, and contact information
  • Diagnosis, history, and examination: clinical diagnosis with code, opinion on causation, history, examination findings, and diagnostic test results
  • Management and prognosis: prognosis timeframe, estimated return to work, and post-operative instructions
  • Support needs: details on any required physiotherapy, vocational rehabilitation, home help, or transport
  • Treatment details: recommended surgical treatment, body site, ACC procedure codes, and clinical priority
  • Specialist certification: provider ID, name, practice details, signature, and date
  • Lead supplier: the facility or contract supplier where the surgery will be performed

Common Problems of Completing ARTP Form PDFs

The Causal Link Requires Detailed Justification

The core of the ARTP Form is the causal-link section. ACC requires your explicit clinical opinion that the accident caused the diagnosis, supported by specific factors like the initial presentation, mechanism of injury, and examination findings. A thin justification in this section often leads to declined approval or follow-up questions from ACC, delaying the patient's treatment pathway. You must also make the call not to submit the form if there is no causal link.

Procedure Codes and Priority Need Rationale

The ACC procedure code in Section 4 must precisely match the proposed surgery. If you select a non-core procedure, it requires additional rationale for things like a second surgeon or unusual supplies. The clinical priority selection (H1-H4 or Routine) also requires a clear rationale for any urgent category. Getting the priority wrong can either delay necessary surgery for the patient or attract unwanted scrutiny from ACC.

Supplier Details Are Often Held Elsewhere

The form requires you to name the lead supplier in Section 6, including their vendor ID and contract status. The specialist completing the form and the facility where the surgery will happen are often different entities. This means your practice must retrieve these specific details from the surgical booking information or another system. Incomplete or incorrect supplier information can create administrative delays in processing the funding request.

Benefits of Using Heidi to Auto-Fill ARTP Form PDFs

The Causal Link Grounded in the Record

You discuss the mechanism of injury, initial presentation, and examination findings during the visit. Heidi structures this information from the patient's documented history and today's session into the causal-link section. This provides a strong starting point for your review, ensuring the justification ACC needs is pulled directly from the clinical evidence on file, saving you from writing this critical section from a blank page.

The Right Codes and Priority Criteria Surfaced

Finding the correct ACC procedure code and remembering the specific criteria for H1-H4 priority can slow you down. Heidi surfaces the ACC procedure code library so the code matches the proposed surgery, capturing non-core rationale where needed. It also presents the clinical priority criteria, grounding your selection in the patient's documented situation. You review and confirm the selections before the form is finalized.

Patient and Supplier Details Pre-Filled and Ready

Your front desk staff spend time chasing down patient demographics, claim numbers, and supplier details. Heidi pre-populates the patient’s information from their structured profile, pulls claim details from the claim record, and fills in the lead supplier and facility details from the surgical booking record. This ensures the form is complete and accurate, letting you focus on the clinical sections.

How to use this form

1

Auto-fill with Heidi

Click "Auto-fill Form with Heidi" to open the form in Heidi and complete the fields straight from your note, no copying and pasting.

2

Review and edit

Check the pre-filled details and make any changes before finalising the form.

3

Download or save

Download the completed form or save it directly into your patient records and workflows.

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