This document demonstrates how to be notified when an active ICP Contract contains an Exit Date

  1. Go to Contracts >> Contract Types >> New Contract Type
  2. On the Contract Type Details , An ACC ICP Contract is flagged by ticking This is an ICP Contract Type
  3. Select the Service Type as msk - Musculoskeletel  (Note: Initially the ACC is only facilitating the msk Service Type.)
  4. Tick Warn when booking Condition Appts ?
  5. Fill in the Other Details >> Save
    Note: For further information See the document on Setting up to Use ACC ICP Contract Types


  6. Go to Contracts >> All Contracts >> New Contract
  7. Select the above created Contract Type >> Select the Client
  8. Fill in the other Details >> Save Dont Close



  9. Go to ICP Tab >> Case Details >> Enter Exit Date >> Save



  10. Go to Appointments >> Create the appointment
  11. Select the same Client >> Save
  12. Warning message will be displayed that client has an existing active ICP Contract




Updated:07-Apr-26

Copyright © 2025 Gensolve Pty Ltd