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Unit 02 · Reading an ACC Referral
PractiSpace
PractiSpace
Working with ACC · Unit 02

Reading an ACC Referral

Understanding what ACC is asking you to do

No treatment and no assessment begins under this contract without a referral from ACC. Any service a client receives from you starts with an ACC265 – Referral for Psychological Services. It is sent to PractiSpace, checked by us, and then allocated to you.

This form is where ACC says what it is asking for, and it is the only place that says it. It also tells you where this person is in their recovery, and where you join them: whether ACC is asking for treatment, as with Ana, or for an assessment, as with Tomás, Mereana and David. By the end of this unit, you’ll be able to read that from the form.

The ACC265 is not intended to provide everything you need to know clinically about the client. In practice, ACC referrals are often brief, and some sections may contain very little information. It is not a substitute for your own clinical understanding and formulation.

What it does tell you is what ACC is asking Psychological Services to do, and what ACC has authorised for this referral.

That authorisation comes as a Purchase Order (PO): ACC’s approval of the services it will fund for this client, each identified by a service code, with the number of hours approved. Its number sits at the top of the ACC265, and we’ll come back to it below.

We check the referral and the PO before the client reaches you, so you are not responsible for managing it, correcting service codes or following up with ACC about administrative issues.

You do, however, need to understand what you have been referred to do.

The sections below follow the order of the form, using Ana’s referral as the example.

The grey-and-white extracts through this unit are the ACC265 itself — its own section bars, labels and tick boxes — filled in with Ana’s referral. The form’s printed labels are in light type; what has been typed into the form is in bold.

01

Vendor Details

Vendor and Supplier both mean PractiSpace — the organisation holding the ACC contract. You are the clinician providing the service. Nothing in this section needs anything from you.

ACC265 — extract
1. Vendor details
Vendor name: PractiSpace Limited
Email address: ronit.adiv@practispace.co.nz
Phone number: 09 555 0142
Address: Level 2, 14 Vernon Street, Auckland 1010
02

Client Details

Name, date of birth, ethnicity and contact details, followed by a few fields about the client’s life and recovery: their main occupation, the injury as they describe it, the rehabilitation outcome they are working towards and when it is expected, and any current treatment, cultural considerations or other health information.

These fields are often brief, and some are left empty. When they are filled in, they tell you something before you meet the client. The rehabilitation outcome is worth noting in particular: your work is part of how the client gets there.

This section also contains the ACC claim number. You will need it when you write your reports, so it is worth noting where to find it.

ACC265 — extract
2. Client details
Client name: Ana Whitfield
ACC claim number: 100 8876 9254
Date of birth: 11/03/1963
Ethnicity: New Zealand European
Email address: ana.whitfield@example.com
Phone number: 027 555 0168
Address: 27 Rata Street, Whanganui 4500
Principal economic activity (eg paid work, study, work at home or care giving): Retired
Primary injury description: I fell down the back steps carrying the washing and broke my ankle
Overall rehabilitation outcome: Get back to doing things on my own
Date rehabilitation outcome to be achieved: 03/12/2026
Current treatment and rehabilitation details: Physiotherapy
Cultural or other personal considerations:
Other relevant health information:
03

General Practitioner (GP) Details

The client’s GP, their practice, and the practice’s email address and phone number.

Keep these. Your Progress Report and Completion Report both go to the client’s GP as well as to ACC, so you will need this information later.

Sometimes this section arrives with ACC’s placeholder text still in it, such as [Insert GP name]. If so, ask your client for their GP’s details at your first session.

ACC265 — extract
3. General Practitioner details
General Practitioner name: Dr Helen Marsh
Practice: Riverside Medical Centre
Email address: reception@riverside.example.com
Phone number: 06 555 0124
04

Psychological Service Details

Purchase Order and services approved

At the top of the ACC265, just above section 1, you will see the Purchase Order (PO) number.

ACC265 — extract
PURCHASE ORDER 12345678

Section 4 opens with Services approved: the services ACC has authorised under that Purchase Order.

These are not separate processes. The services table is essentially the detail of what ACC has authorised on the PO.

ACC265 — extract
Services approved:
Service code
Service description
From date
To date
Qty. approved
PSY50
Psychological Services: Early Intervention & Plan
02/09/2026
01/09/2027
4.0

On Ana’s referral, this tells us that ACC has authorised the PSY50 service, for the period shown, with four hours.

Each code stands for a particular kind of work. You do not need to memorise them — they are introduced in the units where they are used — but it is worth knowing that the codes are not simply billing labels. They carry ACC’s intention for this client.

A useful distinction is:

You need to understand the PO. PractiSpace manages the PO.

If something you receive does not make sense, contact PractiSpace rather than trying to resolve it directly with ACC.

From date and To date

The services table also includes a From date and a To date.

These dates define the period for which that service has been authorised. They are therefore different from the date of your first appointment and should not be read as the expected duration of therapy. On Ana’s referral the period is a full year, although her four planning hours will be used within a few weeks.

As a provider, you mainly need to be aware that ACC-funded services are provided within an authorised period. PractiSpace keeps track of this period with you, so your sessions are completed within it.

Qty. approved

The Qty. approved column tells you how much of that particular service ACC has authorised.

It is important to read this together with the service code. Four hours of one service code do not necessarily mean the same thing as four hours of another.

The service code

Tells you what ACC has funded.

The quantity

Tells you how much of it ACC has funded.

Why has ACC referred the client?

Below the services table come the two fields that explain the referral: Reason psychological services is required, and Specific outcome to be achieved from providing psychological services.

ACC265 — extract
Reason psychological services is required: Fear of falling and avoidance following a right ankle fracture, limiting return to independent activity.
Specific outcome to be achieved from providing psychological services: Ana sustained a right ankle fracture in a fall at home on 14/05/2026 and cover has been accepted. The fracture is healing as expected and she is out of the moon boot. Since the injury she has stopped leaving the house on her own and relies on her daughter for shopping and errands. She has told her Recovery Partner she feels she has “aged ten years in three months.” Psychological treatment is recommended to address her fear of falling and the avoidance that has followed, so she can return to independent activity.
Date outcome to be achieved:
Alternative location required for provision of psychological services:
Additional comments:

This is where ACC describes why it is referring the client for Psychological Services, and what it expects the service to achieve. The explanation may sit in either field, and sometimes one of them is left empty.

The amount and quality of information varies considerably. Sometimes the referral contains a useful clinical and rehabilitation summary; at other times it contains only a few sentences. The text is sometimes taken from another professional’s report or recommendation, such as a pain or medical assessment, rather than written with you in mind.

What you need to establish is:

What is ACC asking Psychological Services to address?

The client may have many difficulties that are clinically important. The referral tells us the purpose for which ACC has requested and funded Psychological Services.

If the purpose of the referral is unclear, contact PractiSpace. We can clarify the referral with ACC where necessary.

The last fields in this section

Date outcome to be achieved and Alternative location required are often empty. When the second is filled in, it tells you ACC expects the service to be delivered somewhere other than your usual rooms.

Additional comments is worth a glance. This is where ACC may note, for example, that it wants the service to start urgently. If you see a request like that and can’t start soon, tell us straight away.

05

ACC Recovery Partner

The final section of the ACC265 identifies the ACC staff member responsible for the referral. The form calls this person the Recovery Team Member, but in practice they are known as the Recovery Partner, usually shortened to RP.

ACC265 — extract
5. Recovery Team Member details
Recovery Team Member: Sam Taylor
Date: 2 September 2026
Email address: sam.taylor@example.com
Phone number: 0800 555 019 Ext: 4027
Attachments: ☐ Assessment ☒ Other – please specify: Doc group

The RP is your ACC contact for this client. If something comes up that needs ACC to act — a practical issue stopping the client attending, or a decision that affects whether treatment can continue — they are the person to talk to. Unit 6, Working with Recovery Partners covers this in more detail.

The RP is also in direct contact with PractiSpace, and sends us other things needed before treatment can start. All of that happens before the client reaches you.

The Attachments line shows whether ACC has sent documents with the referral: a previous assessment, or other claim documents, often listed simply as a Doc group. These can tell you a good deal about the client’s injury and recovery so far. If something is ticked and you haven’t received it, ask us.

Getting started

Getting started with your new client

Once a client has been allocated to you, get in touch with them within three business days. This first contact is just to introduce yourself and either arrange your first appointment or let them know when you expect to be able to start. We’ll give you an email template you can use.

Two things to pass on to us if they come up:

You can’t get hold of the client.
The client tells you they don’t want to go ahead.

Let us know as early as you can, and we’ll take it from there.

The referral in one question

What is this client here to receive?

Everything on the ACC265 converges on one question:

What is this client supposed to get from me?

The form answers it in two parts.

The reason and outcome fields tell you why

What has happened to this person, and what ACC understands to be getting in the way.

The authorised services tell you what

Which service ACC has approved, for how long, and how much of it.

Read together, they tell you which of the two routes from Unit 1, Working Under the PSB Contract this client is on.

Treatment

ACC has authorised psychological treatment. This client is in Ana’s situation: they have an injury ACC has accepted, and psychological difficulty has grown up around it that is now getting in the way of their recovery.

Your work is to address that difficulty so their recovery can continue.

Assessment

ACC has authorised an assessment. The question here is different. The psychological condition may have become an injury in its own right, and before treatment can be planned on that basis, ACC needs to establish what the condition is and how it connects to what happened.

The assessment is what answers that question.

Putting it together

You should be able to finish reading the referral and answer three things:

1
Why has ACC referred this client?

From the reason and outcome fields.

2
What has ACC authorised?

From the services approved.

3
What am I therefore being asked to provide?

The two together.

If those three make sense, you have what you need from the ACC265 and you can begin.

If they do not — if the reason and outcome fields do not explain the referral, or the authorised service does not seem to match what is being asked — contact PractiSpace. That is exactly the kind of thing we sort out with ACC, and it is better sorted before you start.

Roles

What is my role, and what is PractiSpace’s role?

Your role

When you receive an ACC referral, make sure you understand:

Why has ACC referred this client for Psychological Services?
What service have I been asked to provide?
What allocation has ACC provided?
Is the purpose of my work clear enough for me to begin?

You are responsible for understanding the clinical purpose and scope of the work you are undertaking.

PractiSpace’s role

PractiSpace:

receives the ACC265 and Purchase Order before the referral is allocated to you;
checks the referral and authorised services;
follows up missing or unclear referral information where required;
manages Purchase Orders, service codes and amendments;
communicates with ACC about administrative issues; and
updates the PractiSpace billing system as services are authorised.

You should not need to become an ACC administrator in order to provide ACC-funded psychological treatment.

Glossary

ACC language at a glance

ACC265
Referral for Psychological Services. Nothing begins without it.
Vendor / Supplier
PractiSpace, as the organisation holding the ACC Psychological Services contract.
Purchase Order (PO)
ACC’s authorisation of the funded service items.
Service code
Identifies the particular PSB service ACC has authorised, and with it the kind of work ACC intends.
Qty. approved
How much of that service has been authorised.
Reason psychological services is required / Specific outcome to be achieved
ACC’s description of why Psychological Services have been requested, and what they are expected to achieve.
Recovery Partner (RP)
The ACC staff member managing the client’s claim and rehabilitation. Called the Recovery Team Member on the form.
ACC claim number
The client’s claim identifier, found in the Client details section; you will need it for your reports.
In short

The ACC265 does not need to tell you everything about your client.

It needs to tell you enough to understand what this person has been referred for, and what you have been authorised to provide.

PractiSpace Limited — a contracted supplier to ACC under the Psychological Services (PSB) contract. We manage referrals, purchase orders and ACC correspondence so our providers can focus on clinical work.

Ronit Adiv, Clinical Psychologist
Managing Director, PractiSpace Limited
Get in touch · www.practispace.co.nz
PractiSpace learning unit — September 2026