This page provides an overview
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Introduction
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Plan Management
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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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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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| title | Click to expand and preview the fields and objects that comprise 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 Record View: This is a drop down field that allows you to select from a list the record view that will be used to display the active or inactive funding claims. New: This button provides you with access to the Create Funding Claim page. Edit: Select this button will enable you to edit the funding claim. Upload Remittance file: This button provides access to the Upload Remittance CSV file page, from where you can select the remittance file that will be processed against the Batch. Send Invoices: This button provides access to the bulk email notification page. Filter: This button provides access to the Filter page which allows for the specification of additional parameters when searching for a Claim Funding record.
 Image RemovedMail Merge: This button opens the mail merge panel from where you can both download the invoicebatch template and generate mail merge documents. Import: This button provides access to the Import Data: Invoice Batch page. Delete: This button is not functional, invoice batches can not be deleted. Export: This button allows you to export invoice batch data to an csv file. Data exported will be influenced by the selected invoice batch view. Reporting date range: The Reporting from and To fields are used to define the reporting range when searching for a Funding Claim. The date range specified will influence the records listed within the Funding Claim datagrid. Date from and to values can be either free text input or set from a selection made through the calendar picker.  Image RemovedSearch Field: This field is used to refine the records listed within the Funding Claim datagrid.
 Image RemovedRecord Display list: This drop down field allows you to specify the number of records that will listed within the Funding Claim datagrid. The value specified will determine the number of pages. Funding Claim list: This data grid lists columns of information related with the funding claim records. The information columns presented will be influenced by the record view that is selected. Navigation count: This label lists the records listed that match the date and search criteria. Page scroll: This button enables you to scroll between the pages.
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Navigating the Funding Claim page
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| title | Click to expand and preview the fields and objects that comprise the Funding Claim page. |
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The following is a summary of the fields and objects that comprise the Funding Claim page Name: This field is used to identify the name of the Invoice batch. File name is comprised of the funding source and the reporting period for the batch. Save: This button allows changes to be saved to the Funding Claim record Close: This button will exit you from the Funding Claim page. Print Invoices: This button will open the Print Invoices page, from where you can print an invoice of the participants service in pdf format. Manage Payments: This button will open the Manage Payment Status page, from where you can manage the statuses of the invoice records listed within the batch. Download Claim File: Selecting this button will download and generate a funding claim csv file.
 Image RemovedGenerate New Claim: Selecting this button will generate a new funding claim. This function is to be used when you are resubmitting payment claims that had been rejected. Deactivate: This button will deactivate the funding record. Notes: This button will open the notes panel, where notes can be assigned to the Batch. Documents: This button will open the documents panel. Delete: This button will delete the funding record. Name: This field is used to identify the name of the Invoice batch. File name is comprised of the funding source and the reporting period for the batch. Where the batch has been created for rejected claims the batch name will make reference to the batch in which the rejected payment claim(s) where held.
 Image RemovedStart Date: This field is used to identify the Report from date for the funding claim. End Date: This field is used to identify the Report to date for the funding claim. CreatedBy: This field is used to identify the user that created the funding claim. CreatedOn: This field is used to identify the date & time that the funding claim was created. Type: This field by default lists funding claim. Funding Source: This field by default lists NDIS Invoice Batch: This field will be blank unless the batch is a copy, whereby this field will then mirror the information contained within the name field. Total Hours: This field is used identify the total number of hours covered under the claim. Total Amount: This field is used identify the total amount covered under the claim. Invoice Batch data grid: This grid identifies the invoice records collected into the reporting period that included in the funding claim. The funding claim data grid comprises the columns of Name (this reflects the client ID, name and Invoice Batch ID).
Date the Invoice.
Name of the client that received the invoiced support/service.
Name of the external provider.
Service type (claim code).
Invoice Amount.
Comments.
Invoice Status.
Add Invoice: This function is not used, to add an invoice will also require provision of the service details. Delete Invoice: This function will delete the invoice and invoice detail. Where this happens a new invoice will need to be raised for the clients scheduled service.
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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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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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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