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The invoice upload tool uses Optical Character Recognition (OCR) to automatically parse information contained within PDF, JPG and JPEG format invoices and complete the matching of information within the invoice form for you. It also has an efficient a logical data input layout to allow for fast and accurate processing of invoices. These invoice can be approved, rejected, or sent The interface supports invoice approval and rejection by the plan management, as well as sending the invoice through to the participant to approve or reject via the mobile Brevity Care Mobile app if needed.

The following is a summary of the fields configured into the Plan Management module.Invoice import form

  • Supplier: This field specifies the supplier name who supplied the services.

  • Invoice Number: This specifies the invoice number to identify the invoice.

  • Client: This specifies the client name who is responsible to pay the requested amount.

  • Date: This specifies the invoice generation date.

  • Total: This specifies the total amount to be paid.

  • Service From: This specifies the service start date. The date on which service started.

  • Service To: This specifies the service end date. The date on which service ended.

  • Comments: This specifies comments against invoice.

  • Status: This specifies invoice status. It can be draft, send for approval, approved and rejected.

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