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This page guides the plan manager through the process of generating a PM Claim Batch.

These are the topics on this page:

Table of Contents
stylenone

Introduction

image-20240221-021633.png

These instructions are applicable only to those plan managers THAT ARE USING THE NDIS API.

Brevity allows the Plan Manager to generate a PM Claim Batch file that contains the individual line items for provider invoices approved through the Plan Management invoice module. The PM Claim Batch interface is accessed by selecting the Care Management > Plan Management Claims sub-menu.

Invoices processed through the PM Claim Batch include provider invoices, setup fees (14_033_0127_8_3) and monthly fees (14_034_0127_8_3)

image-20240220-111739.png

Additional PM Claim Batch functions

Refer to the following topics for additional PM Claim Batch functions.

  • Bulk Cancellation

  • Change Invoice Status

  • Reconcile PM Claim Batch

    • ABA File ManagementGenerate ABA File

    ABA Summary Report

    Provider Remittance

    Remove Invoice from

    Removing an Invoice from the PM Claim BatchChanging the Plan Management Invoice StatusBulk Cancel of InvoicesReconcile the PM Claim Batch

    Claims and Payments Troubleshooting

    https://improvements.ndis.gov.au/providers/claims-and-payments/claims-and-payments-troubleshooting

    Navigating PM Claim Batch

    image-20240220-105954.png
    Expand
    titleClick to expand and preview the fields and elements that comprise the PM Claim Batch

    The following is a summary of the elements and fields configured in the PM Claim Batch:

    1. New Batch: This icon identifies a new PM Claim Batch has not yet been submitted through to the NDIS. Status on the batch will be reflected as NEW.

    2. Claim Submitted: This icon identifies two stages in managing the PM Claim Batch, firstly that the batch has been submitted through to the NDIS for processing. Moving the batch through to this stage is undertaken by clicking the Submit Claim icon. Status on the batch will be reflected as CLAIMED. The second stage is the automatic receipt of the PM Claim Batch remittance, upon receipt the batch status will be set to REMITTANCE PROCESSED.

    3. ABA Downloaded: This icon identifies that an ABA file has been downloaded. The batch status will be set as ABA Downloaded.

    4. Remittance Sent: This icon identifies that the provider remittance has been generated. The batch status will be set as Provider Remittance Sent.

    5. Name: This field identifies the batch name.

    6. Status: This field identifies the status of the PM Claim Batch.

    7. Invoice Count: Read only field providing a count of invoices processed within the PM Claim Batch.

    8. Batch total: Read only field providing a total $ amount of invoices processed within the PM Claim Batch.

    9. Invoice Count: Read only field providing a count of invoices processed within the PM Claim Batch.

    10. Payment Amount Received: Read only field providing a total $ amount of invoices remitted back into the PM Claim Batch from the remittance received from the NDIS.

    11. Batch Total: Read only field providing a total $ amount of invoices processed within the PM Claim Batch.

    12. Invoices with Rejections: Count of invoices rejected on receipt of the remittance.

    13. Balanced: This field allows the Plan Manager mark the PM Claim Batch as balance Batch total = Payment Amount Received.

    14. Unclaimed tile: This tile will list an count and $ total of invoices in the PM Claim Batch that have not been claimed. Clicking this tile will act as an invoice record filter.

    15. Partially Paid tile: This tile will list an count and $ total of invoices that have been remitted back as partially paid. Clicking this tile will act as an invoice record filter, displaying invoices partially paid.

    16. Paid tile: This tile will list an count and $ total of invoices that have been remitted back as paid. Clicking this tile will act as an invoice record filter, displaying invoices paid.

    17. Gap tile: This tile will list an count and $ total of invoices that have been remitted back with a gap being the batch and remittance totals. Clicking this tile will act as an invoice record filter, displaying invoices with a remittance gap. Invoices with a gap will be identified as partially paid.

    18. Rejected tile: This tile will list an count and $ total of invoices that have been remitted back as rejected. Clicking this tile will act as an invoice record filter, displaying invoices rejected.

    19. Cancelled tile: This tile will list an count and $ total of invoices that have been cancelled either prior to or after submitting the PM Claim batch/receipting the remittance from the NDIS. Clicking this tile will act as an invoice record filter, displaying invoices cancelled.

    20. Overpayment tile: This tile will list an count and $ total of invoices that have been remitted back that have been overpaid. Clicking this tile will act as an invoice record filter, displaying invoice over-payments.

    21. Invoice Listing: The record grid lists the invoices that have been assigned into the claim batch.

    Generating a PM Claim Batch

    To generate a PM Claim Batch observe the following steps

    1. Select the Care Management>Plan Management Claims sub-menu.

    2. Click the (plus) New button to present the Create Invoice Batch page.

      image-20240221-053548.png

      image-20240221-053913.png

    3. Select the Invoice type from the drop, to display a listing of invoices

      image-20240221-054424.png

    4. From the invoices listed within the Create Invoice Batch screen select the invoices, that will be written into the PM Claim Batch.

    5. Click the Generate Claims button, to generate and display the PM Claim Batch.

      image-20240221-054746.png

    6. Click the Send Claim button to submit the batch through to the NDIS. This will set the batch status to claimed.

    7. The remittance will be returned once the NDIS has processed the PM Claim Batch. The remittance will update the batch status to remittance processed, set the invoice remittance amount and status, identifying invoices paid in full, partially paid or rejected.

    8. Once Partial payments and rejects have been investigated, removed from batch, remittance status is accepted or cancelled, click the Download ABA File button to download the ABA file.

    9. Click the Send Remittance to display the Plan Management Remittance form.