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.
The Plan Management Import Invoices functions allows you to either
Import multiple provider invoices into Brevity that are located on a local/network drive; or to
Link Brevity to your organisations email mailbox and automatically import in invoices.
To import the invoices using external files observe the following steps:
Navigate to Care management menu and click Plan management import invoices sub-menu.
Click on +New Batch.
Upload the external files that are listing the provider invoice particulars. The invoice file and be either in PDF, JPG or JPEG format. Multiple files can be selected at the same time for upload.
Click upload and continue.
System will open and read the invoice file and write its contents into respective fields at right side of the invoice import screen. You can add additional or modify existing information, assign comments and vary the status.
Once the profile of the invoice has been completed select the Save invoice button located at the bottom right of the input screen.
System will ask you to confirm the action. Click Ok and save the invoice record into the Brevity.
Just a reminder that only invoice files in PDF, JPG and JPEG format are supported.
The invoice upload tool uses Optical Character Recognition (OCR) to automatically parse information contained within PDF, JPG and JPEG format invoices and complete the matching of information within the form for you. It also has a logical data input layout to allow for fast and accurate processing of invoices. The interface supports invoice approval and rejection by the plan management, as well as sending the invoice through to the participant to approve or reject via the Brevity Care Mobile app if needed.
The following is a summary of the fields configured into the Invoice import form
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.
If you want you can edit the information on invoice and add line items by simply clicking on '+' button present in line item section.
After saving the invoice you it will get cleared from the queue and next invoice will get appeared to get save.