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This page provides an overview

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of the

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Introduction

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Plan Management

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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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Generating a Funding Claim

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Editing a Funding Claim

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Delete an Invoice

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Delete Invoice detail

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Downloading a claim file

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Managing Rejected Claims

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Managing the Payment Status

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Uploading the Remittance

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Printing an invoice

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Sending Invoices

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:

  1. 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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  1. through to the NDIA;

  2. Disability providers delivering direct services and core supports to agency funded participants to create and download a bulk payment file for upload through the myplace provider portal; and

  3. Disability providers with an approved api registration delivering direct services and core supports

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  1. to

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  1. agency funded participants

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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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Navigating the Funding Claim page

Funding Claim Reporting criteria

Generating a Funding Claim

Editing a Funding Claim

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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  1. 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