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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The following is a summary of the fields and objects that comprise the Funding Claim list page
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Navigating the Funding Claim page
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The following is a summary of the fields and objects that comprise 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.
Generating a Funding Claim
To create a Funding Claim observe the following steps:
Select the Client>Funding Claims sub menu to open the Funding Claims page.
Click the Create Funding Claim link located in the ribbon bar to open the Create Funding Claim for Clients
page.
Within the Funding Source field position your cursor and either input in free text the funding source or make your selection from the drop down list.
For funding claims you will ordinarily only have a single funding source to select from which will be NDIS. unless your brevity version has been configured with custom funding sources that are not self funded.
Within the From Date field position your cursor and either input in free text the reporting start date or make your selection from the time picker.
Within the To Date field position your cursor and either input in free text the reporting start date or make your selection from the time picker.
Select the Next button.
Nil matching recordsIf there are no valid client services listed within the specified date range you will be prompted with the following notification.
Matching recordsIf there are valid client services found within the specified date range the Create Funding Claims page will be loaded; note that this page will be identified with a reference source to the funding source and the reporting range.
If the Create Funding Claim page lists services with unapproved timesheets you can either:
1️⃣Resolve unapproved timesheets through Approve Employee Timesheet pageSelect the Approve Timesheet link to open the Approve Employee Timesheet page
From the approve timesheet page, select the timesheets that need to approved, select the
Approve Selected Timesheet icon. A green tick in top right of the service panel tells you the timesheet is approved.
On the create Invoice Batch page refresh the page by selecting thebutton to exit back to the parameters page, followed by selecting thebutton
2️⃣Resolve unapproved timesheets through the Create Funding Claim pageHighlight and double click the client invoice batch record on the Create Invoice Batch page to display a summary page listing service claims. Unapproved service claims will be presented in RED.