When generating claims or invoices, Brevity will only include completed shifts and shifts where the funding source on the Service is the same as that selected when generating the claim.
The following sections describe how you would generate claims for completed shifts. The process for generating invoices for CASH services in the same as outlined below except this is done via Clients > Invoice Batches.
Navigating to the Funding Claim Section
Navigate to Clients > Funding Claims
Generating a New Claim
- Click the New button to begin generate a new funding Claim
- Select NDIS as the Funding Source, and enter the From/To dates that you want to generate claims for
- Select all the clients you want to include in the Claim submission, noting the Client Claim Total as well as the Claim Total for all selected clients in the top right.
You can double-click a client entry above to see the breakdown.
- Click the Generate Claims button to generate the claim batch. And click OK to the Confirmation.
- You will be taken to the screen for the Claim Batch after clicking OK above. All Services included in the batch will show here and will no longer show when generating claims. You can return to this screen in future by navigating to Clients > Funding Claims.
Exporting the Bulk Claim File and Submitting the Claims
- To download the Bulk Claim File to submit to NDIS, click the Download Claim File button on the toolbar on the batch screen.
This will download a claim file grouped by Client & Service Type, in the format required by NDIS. It will be a good idea to verify the totals within this file to ensure they match what you were expecting. Please don’t edit the document in Excel or it will break the file.
- You can upload this file within the NDIS portal by going to the Payment Request section and then select the Bulk Payment Request Upload tile.
and uploading the file that was downloaded here
You can via full instruction for submitting bulk claims, provided by NDIS, via the following link:
Printing Invoices
You are able to print all invoices for a batch by clicking the Print Invoices button on the toolbar on the batch screen. You can also print an individual invoice by double-clicking on the invoice within the invoice list at the bottom of the batch screen, and then clicking the Print Invoice button on the toolbar.