This page outlines how a client can review and approve or reject provider invoices related with plan managed services and supports.
These are the topics on this page
Introduction
The Invoice tab within the Brevity Care mobile application is available to plan managed clients and allows them to review and approve or reject provider invoices for supports and services that where received. In navigating the invoice panel there are three tab and these relate with invoices awaiting approval, invoices approved and invoices rejected.
Navigating the Invoice tab
The following information will assist you in navigating the Invoice Awaiting approval screen.
Supplier: This specifies the name of provider that delivered the invoiced support or service.
Date: This specifies the date the invoiced support or service was delivered.
Invoice Number: This specifies a unique invoice number used to identify the service.
Comments: This specifies any comments that where entered into the brevity core app when the invoice was being processed.
Invoice File: This is the invoice in a pdf format, attached to the record, that can be reviewed by the client.
Item: This specifies the invoice line applicable with the service or support that was delivered to the client.
Qty: This specifies total number of hours applicable with the invoice line .
Total: This specifies the total amount for the individual line items plus overall invoice total.
Approve: This button will approve the invoice.
Reject: This button will reject the invoice.
Invoice Approval
To approve an invoice through the Brevity Care mobile app the client will need to observe the following steps:
Login with their clients credentials
Select the For Approval tab.
Tap on the
button from the right most side of invoice, to open the invoice page.To review the invoice tap the invoice file name.
If your satisfied within the invoice tap on the Approve button.
Please note that the Brevity Care mobile app will ask you to confirm the approve action.
Click OK to approve the invoice.Please note that approve invoices will move into the approved invoice tab within the app.
Invoice Rejection
To reject an invoice through the Brevity Care mobile app the client will need to observe the following steps:
Login with their clients credentials
Select the For Approval tab.
Tap on the button from the right most side of invoice, to open the invoice page.
To review the invoice tap the invoice file name.
If you don't agree with the invoice tap on the Reject button.
Please note that the Brevity Care mobile app will ask you to confirm the rejection action.
Click OK to reject the invoice.Please note that rejected invoices will move into the rejected invoice tab within the app.