This page guides the plan manager through the process of importing provider invoices into the brevity application.
Brevity supports the manual entry of invoices, however a more efficient approach to entering invoices is to utilise the invoice upload tool which can be accessed from the Care Management > Plan Management Import Invoices sub-menu.
This allows you to also link Brevity to your email mailbox to automatically import invoices, which can be picked up by plan mangers into their processing batch to complete processing. Plan managers can also manually create batches and upload invoices from their computer to process.
You can Import an invoice by uploading multiple files at same time or you can setup your email with brevity so that the invoices from your mail box will get imported to Brevity directly.
To import the invoices using external files:
Navigate to Plan management menu. Click Plan management import invoices sub menu.
Click on +New Batch.
Upload external files with pdf, jpg or jpeg format. You can add multiple files at same time.
Click upload and continue.
System will open and read the invoice file contents and write the contents in respective fields at right side of the screen. you can add additional comments and status.
Once all necessary information get filled, Click Save invoice button at bottom.
System will ask you to confirm the your action. Click Ok and save the invoice to the system.
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You can upload file with pdf, jpg and jpeg format only. Note that any other file format is not supported and it won’t work. |
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The invoice upload tool uses OCR to automatically parse pdf invoices and complete the matching info within the form for you. It also has an efficient layout to allow fast and accurate processing of invoices. These invoice can be approved, rejected, or sent to the participant to approve via the mobile app if needed.
Supplier: This field specifies the supplier name who supplied the services.
Invoice Number: This specifies the invoice number to identify the invoice.
Client: This specifies the client name who is responsible to pay the requested amount.
Date: This specifies the invoice generation date.
Total: This specifies the total amount to be paid.
Service From: This specifies the service start date. The date on which service started.
Service To: This specifies the service end date. The date on which service ended.
Comments: This specifies comments against invoice.
Status: This specifies invoice status. It can be draft, send for approval, approved and rejected.
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If you want you can edit the information on invoice and add line items by simply clicking on '+' button present in line item section. |
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outlines the elements that are related with the management and processing of provider invoices.
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