This page guides the plan manager in through the process of generating a bulk claim for payment file for approved provider invoices.
These are the topics on this page:
Introduction
Additional Resources
Generating a Bulk Claim
Payment File
Upload a Bulk Claim Payment File to PRODA
Introduction
Brevity allows the Plan Manager to generate a bulk claim via payment request file that contains the individual line items for provider invoices approved through the Plan Management invoice module. The bulk claim file interface is accessed by selecting the Care Management > Plan Management Claims sub-menu.
Bulk Claim Criteria
A bulk claim can be generated where the following conditions have been meet:
Client has a valid funding record and the funding source is identified as either Plan/PM.
Client has completed shift against their plan funding.
Timesheet have been approved for the respective shifts
Additional Resources
Refer to the following links for additional information as provided by the NDIS on the processing of the bulk payment request file
Generating a Bulk Claim
Once you have generated the invoices using Brevity’s invoice generate procedure, you can proceed toPayment file
To generate a bulk claims payment request file observe the following steps:
Navigate to Care Management > Plan Select the Care Management>Plan Management Claims sub-menu.
Click '+New' link the
New button to generate a new claim batch.
Select From the invoices listed within the Create Invoice Batch screen to generate claim batch select the invoices, that will have the corresponding line items written into the bulk payment request file .
Click the Generate Claims button, to generate the claim batch file.
Highlight and select the “Edit” link to open the batch record that was created, and then follow that by selecting the “Download claim file“ link.
Select the OK button on the pop up screen to acknowledge the number of invoices that are being claimed.
A batch record is created.
The batch record presents the following information
A listing of the invoices selected through the Create Invoice Batch screen will be presented under the Invoice panel.Select the
icon to create the claim file and save to a folder on your hard drive
The structure of the claim file is presented below
Upload a Bulk Claim Payment File to Proda
To Upload the Bulk Claim Payment file through the myplace provider portal observe the following steps:
Select the Bulk Payment Request Upload tile to open the Bulk Upload page.
From the Bulk Upload page search for the bulk payment file , by clicking on the choose file field.
Select the Upload button.
