This page provides an outline on the process of removing an invoice from the PM claim batch
These are the topics on this page
Introduction
Removing an Invoice from the PM Claim Batch
Introduction
The removal of provider invoices from the PM Claim Batch is applicable to those that have been set with a status of rejected, due to the presence one or more errors within the invoice remittance line. A summary of the error messages associated with the processing of provider invoices is available through the following external NDIS topic Participant Portal System Messages and Error Codes. This option allows you to remove the provider invoice from the Batch, once you have addressed the errors as listed within the remittance file, correct the status and submit it into your next PM Claim batch as an approved payment awaiting claim.
Please note that the existing functionality of downloading a new claim file from within the PM Claim Batch that contains the details of the rejected provider invoice lines is still available.
For additional information on process of creating the Bulk Claim File refer to the Generate Bulk Claims topic.
Removing an Invoice from the PM Claim Batch
To remove a provider invoice from the PM Claim Batch observe the following steps:
Process the remittance file as per the instructions outlined under the topic Upload Remittance.
Within the Plan Management Claim Batch List, you can either scroll through to the batch or reorder the list depending upon the number of batch records listed or optionally you can refine the batch records listed by inputting the particulars of the batch within the search field.
Highlight the batch record that is to be reviewed and either click on the edit button or double click on the batch record to open batch page.
Scroll to the bottom of the batch page, highlight and double click the provider invoice that is listing as rejected.
Review theerror messagesas listed within the item line payment comments field.Make your changes to either the .
Invoice line, Invoice Details or both.Click the SAVE button.Click the UNLOCK icon from the ribbon bar.
This action will set the invoice status back to DRAFT.