This page provides an overview
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of the
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Funding Claim
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Navigating the Funding Claim page
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Funding Claim Reporting criteria
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Update Payment Information
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Introduction
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Batch.
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Accessed through the client > Funding Claim sub menu. This interface
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enables:
Plan Managers who do not have an approved api registration to review monthly plan management fees collected through the Plan Management module and reported for payment
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through to the NDIA;
Disability providers delivering direct services and core supports
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to
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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:
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Select the Client>Funding Claims sub menu to open the Funding Claims page.
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Click the Create Funding Claim link located in the ribbon bar to open the Create Funding Claim for Clients
page.
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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.
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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.
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Select the Approve Timesheet link to open the Approve Employee Timesheet page
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Highlight the Client Invoice Batch record and click the Generate Claims button
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From the pop up screen select the OK button to confirm the creation of the Funding Claim.
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You will note that individual Direct Services and Core Supports will be grouped by the Service Type to reflect a single invoice line.
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Invoice ProcessingIf there is a requirement to provide teh participant with an invoice of the services being claimed trhough the NDIS you can now either print the clients invoice from the invoice batch or send the invoice using the client bulk email notification function. For additional information refer to the topics Printing an Invoice and Sending Invoices.
Schedule BoardOnce the selected services have been included into the Invoice Batch those services listed within the schedule board will be updated with the 
icon to identify that they have been invoiced.
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Editing a Funding Claim
As we discussed earlier, if your using Brevity to deliver to and invoice your participants for direct service and core supports as well as plan manage them, you funding claims will reflect both those services. It is important to note that the funding claims listed can also include those records that have been generated to enable you to process and receipt payment on previously rejected claims. To edit an Funding Claim observe the following steps:
Select the Client>Funding Claim sub menu to open the Invoice Batch List page.
Depending upon the number of the funding claims listed, you can filter the records listed by specifying a reporting date range within the From Date and To Date fields. The reporting date can either be input in free text or selected from the calendar picker.
Highlight the funding claim record that is to be edited and either click on the edit button or double click on the batch record to open it within the invoice batch record page.
Activities undertaken on the Funding Claim record are limited to the following:
✴ Deleting an Invoice please refer to the topic Delete an Invoice
✴ Downloading a Claim File please refer to the topic Downloading a claim file
✴ Managing Rejected Claims please refer to the topic Managing Rejected Claims
✴ Managing the status of the batch Invoices please refer to the topic Managing the Payment Status
✴ Printing Invoices please refer to the topic Printing an invoice
✴ Sending Invoices via email please refer to the topic Sending Invoices
✴ Updating payment information please refer to the topic Update Payment information
Update Payment information
Delete an Invoice
Delete Invoice detail
Downloading a claim file
Managing Rejected Claims
Managing the Payment Status
Uploading the Remittance
Printing an invoice
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agency funded participants to create and download a bulk payment file for upload through the myplace provider portal; and
Disability providers with an approved api registration delivering direct services and core supports to agency funded participants to create and electronically submit a bulk payment file through to the NDIA.
Plan Management claim submissionsNavigating the Funding ClaimFunding Claim CriteriaGenerating a Funding ClaimManaging the Funding ClaimManaging Rejected ClaimsFunding Claim Invoice DeletionFunding Claim fileRemittance FilePrint and Send Funding Claim InvoicesElectronic Processing of Core Services