This page provides an overview on generating a funding claim.
These are related topics of the page
Introduction
The Brevity Funding Claim is accessed through the client > Funding Claim sub menu. This interface has a two fold purpose of (1) enabling Plan Manager to review monthly plan management fees collected through the Plan Management and reported for payment to Proda and (2) creating payment files that list completed direct services and core supports delivered to ndis funded participants that can be uploaded and processed through Proda.
Plan Management
For additional information on generating the client funding claim file for the reporting of you recurring monthly financial intermediary services fee (14_034_0127_8_3) refer to the topic Claim Monthly Processing Fees.
Navigating the Funding Claim List page
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Navigating the Funding Claim page
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Funding Claim Reporting criteria
The following is a summary of the criteria used to determine the participants CORE supports and direct services that will be included into the funding claim file:
The Participants scheduled CORE supports and direct services has been completed either at the conclusion of the service by the support worker through the mobile app or through the Schedule Board or the scheduled CORE supports and direct services has been cancelled through the Schedule Board.
Employee timesheet has been approved. Prior to timesheet approval you have reviewed any variations between the schedule start and end times and the support workers clock in and clock off times. For additional information refer to the topic Approved Timesheet
The funding source is NDIS.