This page provides the user with an overview on the registration of provider invoices through the HCP Import Invoice.
These are the topics on this page:
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Introduction
Brevity provides the HCP provider with an invoice upload tool that uses Optical Character Recognition (OCR) to automatically parse information contained within PDF format invoices and complete the matching of this information within the an invoice import form for you. This feature is accessed from the HCP > HCP Import Invoice sub menu.
The Import Invoices interface is supported by a logical data input layout to allow for fast and accurate processing of invoices. The interface supports:
Importing multiple provider invoices into Brevity that are located on a local/network driveInvoice approval and rejection.Notifying service providers of invoice rejection via email.Sending invoices through to the participant to approve or reject either via email or through the Brevity Care Mobile application.
Navigating the HCP Invoice Import
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The following is an outline of the fields and objects that comprise the HCP Invoice Import Interface.
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Troubleshooting
The following information provides you with direction that can assist you to troubleshoot any errors that may arise when registering a provider invoice.
Purchase Order record exists for the Service Provider.
Expense service type listed to the purchase order is also listed as a HCP funding service line.
Invoice is within the Purchase Order Amount.
Invoice amount does not exceed the Purchase Order Balance.
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| Comments have not been specified where the invoice status is rejected
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Batch processing HCP Invoices
The following steps relate with the import of HCP invoices from a nominated folder either on a local or network drive:
Service Provider Invoices are received in by the HCP provider.
A new batch is created and the invoice is uploaded.
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Save off the invoice of into a nominated folder.
Select the HCP > HCP Invoice Import sub menu to display the Client Invoice Batches page.
Click the
New Batch tile, acknowledge that you are creating a new batch.Click the Browse button, search for and select the invoice(s) that are to be processed.
Click the Upload and Continue button
Invoice is opened for OCR reading, as shown above.
Payment Type set to Supplier Payment.Supplier and Client set based upon information read in from the invoice. If this information is incorrect or not displayed, you will need to update the respective fields by searching for either one or both.Invoice Number read in from Invoice.Invoice Date , Service From and Service To dates read in from invoice. If this information is incorrect or not displayed, you will need to update the respective fields.Invoice Total read in from Invoice.Invoice is validated for the presence of a corresponding Purchase Order.
Checks are performed on the invoice dates and amount. If these checks pass the Invoice record is updated and processed. If these checks fail the invoice will not be processed until the errors are corrected.The Saved invoice willBased upon the Client, Service Provider and Service From and To, if there is a valid Purchase order it will be displayed, if not you will need to revisit the information that has been input.Optionally you can display dates against the line items.
Input the invoice lines item into the item field.
It is recommended that you review the values read into the Quantity and Rate fields and the calculated line total.Set the invoice status.
Click the Save Invoice to ERROR CHECK and establish a PURCHASE SERVICE on the schedule board. A copy of the invoice will be assigned against the service, as shown below.
The Purchase Order utilisation $ amount will be updated with the $ value of the invoice.
