Brevity Plan Management Updates May 2022

This article highlights the features updates made to the Brevity Plan Management Module as part of our April/May 2022 update.

NDIS API Integration

We are extremely excited to announce the general release of the NDIS API integration. This is initially available within the Plan Management module only. This integration will reduce many manual steps of managing a plan and claims. With this integration you will be able to:

1. Retrieve plan details when creating plans in Brevity and onboarding clients

2. Automatically create standard and plan management service bookings for new plans or import service bookings from PRODA for existing plans

3. Manage service booking changes directly within Brevity

4. Submit claims directly from within Brevity

5. Cancel claims for an invoice, rectify issues and resubmit the invoice for claiming

More info on enabling API access can be found here: Registering for NDIS API Access - Brevity Support - Confluence (atlassian.net)

Bulk Claim File Import

A new option has been added for importing an NDIS bulk claim file for importing invoices to the plan management module. On the Care Management > Plan Management list screen the Import Invoices button has been extended.

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This now allows you to select whether to transfer invoices from the Direct Service area in Brevity or Import from a claim file.

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The Bulk Claim File option allows you to upload a claim file, select which provider it is for, the date of the invoice. It will then allow you to progress through the process of creating the invoices. It will also create a claim batch with these invoices included ready for claiming.

Bulk Emailing Providers

A new option has been added under the Care Management menu that allows you to send bulk email notifications to Providers. This works the same as the Client Bulk Email Notification feature.

Copying Invoice

A new button has been added to the invoice screen to allow you to copy an invoice, change the information and approve for claiming. This is handy if you receive a similar invoice from a provider and just need to update the dates and invoice number, or if you need to do a reversal invoice.

Budget Grid on Manual Invoice Entry Screen

A similar grid has been added to the manual invoice entry screen to what is on the bulk invoice processing screen that shows the current balances of a client’s plan.

New Options for Monthly Processing Fee Invoicing

New options added for determining how to invoice for the plan management Monthly Processing Fee, including an Anniversary option that will invoice at the same time each month based on the service agreement start date - these invoices will also be automatically generated when you are creating bulk claims. New options are as follows:

1. Upfront Anniversary: Will invoice monthly, at the beginning of the month, based on the service agreement start date.

2. Upfront Manual: Will invoice at the beginning of the month. You will invoice manually using the Monthly Processing Fee invoicing screen.

3. Arrears Anniversary: Will invoice monthly, at the end of the month, based on the service agreement start date.

4. Arrears Manual: Will invoice at the end of the month. You will invoice manually using the Monthly Processing Fee invoicing screen.

New Options for Emailing Plan Management Statement

New options added for automatically sending the Plan Management Statement to clients that receive these via email. You are able to set the day of the month to send these on and Brevity will automatically send these for you.