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 field allows you to select from a list the record view that will be used to display the active or inactive funding claims.

New: This button provides you with access to the Create Funding Claim page.

Edit: This button lets you edit the funding claim.

Upload Remittance file: This button opens the Upload Remittance CSV page, where you can select the remittance file to be processed against the Batch.

Create Funding Claim: This button opens the Create Funding Claim for Clients 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 feature is not applicable to the Funding Claim.

Import: This feature is not applicable to the Funding Claim.

Delete: This button deletes a selected claim batch and its associated invoice records.

Export: This button allows you to export the funding claim batch data to an csv file. Data exported will be influenced by the selected funding claim batch view.

Reporting date range: The From and To fields define the reporting range when searching for a Funding Claim. The specified date range will affect the records listed in the Funding Claim datagrid. Date from and to values can be entered as free text or selected from the calendar picker.

Search Field: This field is used to refine the records listed within the Funding Claim datagrid.

Record Display list: This field allows you to specify the number of records that will be listed within the Funding Claim datagrid. The specified value determines the number of pages.

Funding Claim list: This data grid lists columns of information for funding claim records. The information columns presented will be influenced by the record view that is selected.

Navigation count: This label shows the number of records that match the date and search criteria.

Page scroll: This button lets you scroll between pages.

Navigating the Funding Claim page

The following is a summary of the fields and objects that comprise the Funding Claim page

Name: Located to the top left of the page, this field is used to identify the name of the funding claim batch. The file name comprises 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 opens the Print Invoices page, where you can print an invoice for the participant’s services 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 opens the notes panel in the left-hand navigation menu, where notes can be assigned to the Batch.

Documents: This feature is not applicable to the Funding Claim invoice.

Delete: This button will delete the Funding Claim invoice.

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 identifies the Report from date for the funding claim.

End Date: This field identifies the Report to date for the funding claim.

CreatedBy: This field identifies the user that created the funding claim.

CreatedOn: This field identifies 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 funding claim batch is a copy.

Total Hours: This field identifies the total number of hours covered under the claim.

Total Amount: This field identifies the total amount covered under the claim.

Invoice Batch data grid: This grid identifies the funding claim invoice records. The data grid columns include:

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 & Amount Paid.
Comments.
Invoice Status.

Add Invoice: This function is used to provision a new invoice into the batch. Refer to Establishing a new Invoice record