This page provides an overview on generating a funding claim.
These are related topics of the page
Introduction
The Brevity Funding Claim is accessed through the client > Funding Claim sub menu. This interface has a two fold purpose of (1) enabling Plan Manager to review monthly plan management fees collected through the Plan Management and reported for payment to Proda and (2) creating payment files that list completed direct services and core supports delivered to ndis funded participants that can be uploaded and processed through Proda.
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
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 invoice batches.
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.
Mail 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.
Search Field: This field is used to refine the records listed within the Funding Claim datagrid.
Record 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.
Navigating the Funding Claim page
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.
Generate 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.
Start 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.
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.