Plan Management Monthly Fees as Invoice Batch

This page guides the plan manager through the process of generating an Invoice Batch that lists the monthly plan management fees.

 

Introduction

Brevity allows the plan manager to generate a bulk claim payment file that lists the monthly financial intermediary services fee (14_034_0127_8_3). This services fee is processed in arrears.

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Monthly PM fees claimed via the Invoice Batch

To claim your monthly plan management fees via the invoice batch under the client observe the following steps:

  1. Select the Care management>Plan management sub-menu to open the Plan Management Plan List page.

  2. Select the Invoice Processing Fee button to open the Create Plan Management Funding Claim page.

  3. Within the Funding Source field either input the funding source or select it from the drop down list. Generally as a Plan Manager you will select NDIS.

  4. Within the Claim Date field position your cursor and either input in free text or select from the calendar picker the claim processing date. The system will pick up all active plans on this date that have not yet already been invoiced for the selected month. It is recommended that you select either the first day of the new month or last day of the old month.

  5. Within the Claim via PM Batch field select NO from the drop down list. Selecting NO will generate a funding claim file with individual invoices which are accessed from the Brevity Invoice Batch page located through the Clients > Funding Claims sub menu.

     

  6. Click 'Next' button.

    if the funding source is incorrect you will be alerted with the following message


    if the claim date is incorrect you will be alerted with the following message

     

  7. Select the invoice records that are to be written into the bulk claim payment file. Please note that the monthly fee is derived from the pricelist selected on the related plan record.

  8. Click the ‘Generate Claim’, to present a pop-up screen.

    Selecting the OK button will create the Invoice batch, and close the Create Plan Management Funding Claim page. You will be presented with Invoice Batch page with the selected PM monthly fees listed as invoices. The invoice batch is accessed through the client > funding claim sub menu.

  9. To generate the bulk claim file select the Download Claim file


    The PM Funding Claim file content appears as follows

     

     


Participant Invoice

To generate a participant invoice observe the following steps:

  1. Select the batch that contains pm invoices that are to be printed.

  2. Under the Invoice panel highlight, and double click the invoice record.

  3. Click the Print Invoice button to open the Print Invoice page.

     

  4. Select the Print Invoice icon. The participant invoice will be presented.



     


Reconciling the Monthly Processing Fee

To reconcile the Invoice Batch you will need to observe the following steps.

  1. Select the Client>Funding Claims sub-menu to open the Funding Claims page.

  2. Click the Upload Remittance File link located within the ribbon bar to open the Funding Claim Remittance Upload page



     

  3. Click the choose file button to search for and select the Remittance file located you computer, the selected remittance file will be listed in the upload screen.

     

  4. Click the Save and continue button. Brevity will list a preview of invoices lines contained within the Remittance file.

     

  5. Click Import data button.

  6. A pop up screen will ask you to confirm your action click OK to confirm import of the data.

    Once the records have been processed, a confirmation screen will be presented advising record update that either failed or where successful





  7. To review updates to the funding claim batch search for the batch highlight and EITHER select the EDIT button or double click the selected record listed to open the Funding Claim batch page.

    The funding claim status assigned to the individual funding claims when we process the remittance file is listed within the status column.



 

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