Generate Bulk Claims

Introduction

Brevity allows the Plan Manager to generate a bulk claim via the Care Management > Plan Management Claims sub-menu.

Bulk Claim Criteria

A bulk claim can be generated where the following conditions have been meet:

1. Client has a valid funding record and the funding source is identified as either Plan/PM.

2. Client has completed shift against their plan funding.

3. Timesheet have been approved for the respective shifts

4. Invoice records have been generated for approved timesheet.

Generating a Bulk Claim

Once you have generated the invoices using Brevity’s invoice generate procedure, you can proceed to generate a bulk claims observe the following steps:

1. Navigate to Care Management > Plan Management Claims sub-menu.

2. Click '+New' link to generate a new claim batch.

3. Select the invoices listed within the Create Invoice Batch screen to generate claim batch

4. Click the Generate Claims button, to generate the claim batch file.

5. Highlight and select the “Edit” link to open the batch record that was created, and then follow that by selecting the “Download claim file“ link.