Importing Plan Management Invoices (OCR Processing)
- Stewart Neale
- Brevity Care Software
This page guides the plan manager through the process of importing provider invoices into the brevity application through the PM Invoice Import Interface.
Brevity provides plan managers 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 an invoice import form.
The Import Invoices interface is supported by a logical data input layout to allow for fast and accurate processing of invoices that relate with client reimbursements and supplier payments. The interface supports.
Invoice 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.
The invoice batch interface is accessed from the Care Management >Plan Management Import Invoices sub-menu. The Plan Management Import Invoices functions allows you to:
Import multiple provider invoices into Brevity that are located on a local/network drive;
Link Brevity to a designated organisational email mailbox and automatically import in invoices into new or existing batches for processing.
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