This page guides the plan manager through the process of generating a PM Batch that lists the monthly plan management fees
These are the topics in this page:
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Introduction
Brevity allows you the plan manager to generate a PM Batch file that lists your the monthly financial intermediary services fee (14_034_0127_8_3) for the participants that you are plan managing. The monthly financial intermediary . This services fee is processed in arrears. Brevity does provide the plan manager with an automated processing option. Refer to the help section covering the Organisation recordfor additional information.
Monthly PM fees claimed through the PM Batch
To claim your monthly plan management fees as a PM Batch observe the following steps:
Select the Care management>Plan management sub-menu to open the Plan Management Plan List page.
Select the Invoice Processing Fee button to open the Create Plan Management Funding Claim page.
Within the Funding Source field either input the funding source or select it from the drop down list. Generally as a Plan Manager you will select NDIS.
Within the Claim Date field position your cursor and either input in free text or select from the calendar picker the claim processing date.
The system will pick up all active plans on this date that have not yet already been invoiced for the selected month. It is recommended that you select either the first day of the new month or last day of the old month.
Within the Claim via PM Batch field don’t alter the default value of YES displayed the drop down list.
Accepting the default of YES generates a PM Claim Batch which will be queued for processing within the Plan Management Claim Batch. Selecting NO will generate a funding claim file with individual invoices which are accessed from the Brevity Invoice Batch page located through the Clients > Funding Claims sub menu.
Click 'Next' button.
if the funding source is incorrect you will be alerted with the following message
if the claim date is incorrect you will be alerted with the following message
Select the invoice records that are to be written into the bulk claim payment file. Please note that the monthly fee is derived from the pricelist selected on the related plan record.
Click the ‘Generate Claim’, to present a pop-up screen.
Selecting the OK button will close the Create Plan Management Funding Claim page and create the PM batch. The next screen that you are presented with will be the PM Claim Batch page with the selected PM monthly fees listed as invoices.
Take note of the PM Batch Name (example Batch #89). If the PM Batch is not processed immediately it can be accessed from the Care Management > Plan Management Claims sub menu, ensuring to select the applicable PM Batch Name.
Click the SUBMIT CLAIM button to send the PM claim batch through to PRODA.
Navigating the PM Claim Batch
Download Bulk Claim File
Download For additional information on navigating the PM Claim Batch refer to Generate PM Claim Batch topic.
Download Bulk Claim File
To
generate the bulk claim file select the Download Claim file
Brevity will present the following pop-up screen, select the Save File option, to save the file of into a designated folder.
review the content of the PM Batch, you can download the claim file either prior to or after submission of the PM Claim Batch through to PRODA, click the Download Claim File button located within the Batch.
It is important to note that this file IS NOT TO BE SUBMITTED THROUGH TO THE NDIS.
The PM Funding Claim file content appears as follows
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Reconciling the PM Claim batch
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Updating the Monthly Processing Fee status
If you elect not to process your monthly PM fees through a PM Batch and furthermore choose not to load in the funding claim remittance file to reconcile your month plan management fees as outline in topic Reconciling the Monthly Processing Fee you can still update the invoice status by observing the following steps.
Observe steps 1 -3 as per topic Reviewing a Bulk Claim File.
Select the Manage Payments button from the ribbon bar to open the Manage Payment Status page.
Payment status types available include Paid, Rejected, Cancelled and invalidated.
Within the comments field data entry is option, assign as required any comments that support the status set for the funding claim.
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