Funding Claim is a section in Brevity where you can see the claiming records for NDIS funding. You can also create a claiming record on this page. This page will also let you manage the NDIS funding records in which you can generate a claim file, print the invoice, manage payments and generate new claim.
You can go to this page by going to the Clients from main menu and clicking on funding claims from the sub menu
These are the topics on this page:
Creating a New Funding Claim Record
Before you can create a new funding claim, you need to have a completed shift for NDIS service schedule. You can create a new Funding Claim Record by clicking on the +New button
You will asked if you want to create a funding claim or invoice batch. For NDIS funding claim, select the Create Funding Claim Button.
Click on the Funding Source field and select NDIS. You need to select the range of the dates for the funding claim by filling in the from date and to date fields. Click on the Next button once you filled in the information for the funding source and date fields.
The next page will show you the available funding claims. You can double click on the available funding claim record if you want to view the funding claim detail for the client.
The page will open a pop up where it will display the details for the funding claim of the client. it also show the total amount of the claim on the lower right portion of the pop up. Click on the close button to return to previous screen.
Select the funding claim that you want to generate. The total amount that will be generated will be shown on the upper right portion of the page. Once you selected the funding claim that you want to generate, click on the generate claims button to start generating the funding claim.
A confirmation pop up will appear on the top portion of this window. Click on OK to confirm the generating of the Funding Claim.
After Generating the funding claim, you will be redirected to the funding claim record of the client.
Editing the Claiming Record
You cannot edit the funding claim details of the client, but you can do several task on this page such as printing the invoice, manage payments, download claim file, and generate new claim. Click on the Funding Claim Record you want to edit and then click on the edit button to edit the funding claim record. Alternatively, double click on the Funding claim record to edit it.
Print Invoices
After editing the funding claim record, you can print the invoice by clicking on the Print Invoice button.
A page will pop up on the screen. This page will show you the Invoice Receipt for the funding claim. You can save the receipt by clicking on the save button and selecting the file format. The file will be automatically downloaded to your computer after selecting the file format for the invoice.
Manage Payments
You can track the status of the invoice by going to the manage payments section. After editing the funding claim record, click on the manage payment button to set the status of the invoice.
Click on the status drop down to set the status of the invoice. You can also add comments for the status of the invoice by using the comment box. Once you set the status of the Invoice, click on the save button to save the status and comments for the invoice.
Download Claim File
You can generate a claim file that can be submitted to NDIS. Click on the Download Claim File button from the funding claim record page.
It will download a file directly to your computer. You can upload that file to the NDIS for claiming the fund. For more further information about uploading the file to NDIS, click on this link (see Step 6: Generate Claim File)
Generate New Claim
If the NDIS rejected your Funding Claim, you can generate a new Funding Claim record. You need to set the status of the current funding claim record to rejected by going to the manage payment section.
Set the status to rejected and click on the save button to save the status of the current funding claim record. Then click on close button to return to the funding claim record.
Once you set the status of the funding claim record to rejected, click on the Generate New Claim to create a new funding claim record.
Click on the OK Button to confirm the generating of new claim record
It will open another funding claim record. You can do the same tasks on this page.
Deleting the Funding Claim Record
You can delete the funding claim record by selecting the funding claim record from the list and then clicking on the delete button.
Once you delete the Funding claim record, you cannot recover it. Please be careful in deleting the funding claim record.