Plan Management Output Summary

This page provides an overview of the Plan Management Inputs/Outputs.

Service Provider record

Service Provider record
`Email Login credentials`	`Login credentials email.`
`Email`	`Outbound email communications with participant.`
`Mail Merge`	`Merging invoice data into a custom MS word document`
`Export Providers`	`Export provider information to a csv file.`

Client record

Client record
`Email Login credentials`	`Login credentials email.`
`Email`	`Outbound email communications with participant.`
`Mail Merge`	`Merging invoice data into a custom MS word document`
`Client Reports`	`Reports listing client related information.`
`Export Clients`	`Export client information to a csv file.`

Plan Management invoice record

Plan Management invoice record
`View Claims`	`View claims submitted through to PRODA.`
`Send Invoice Approval`	`Outbound email communication to the participant for invoices requiring approval.`
`Send Invoice Rejection`	`Outbound email communication to the supplier for invoices that have been rejected within the Invoice Import interface.`
`Send Reminders`	`Outbound email communication to the participant for invoices that have not yet been approved.`
`Export Invoices`	`Export invoice information to a csv file.`
`Mail Merge`	`Merging invoice data into a custom MS word document`

Plan Management claim batch record

Plan Management claim batch record
`Claim file`	`Electronic submission and download of claim file.`
`Remittance file`	`Electronic receipt and upload of remittance file.`
`ABA file`	`Export of payment information from batch`
`ABA Summary`	`Report listing payment information from batch`
`Provider Remittance`	`Outbound email communication to provider for paid claims.`
`Reconcile Batch`	`Report listing claimed and rec receipted payment information.`

Plan Management record

Plan Management record
`Import Service Bookings`	`Upload of Service Bookings file.`
`Resend Remittances`	`Outbound email communication to provider for previously paid claims.`
`Export Plans`	`Export plan information to a csv file.`
`Funding Statements`	`Export of funding statement to pdf format.`
`View Claims`	`View claims submitted through to PRODA.`
`Service Bookings`	`View the participants budget categories and stated items, inlcuding Release information from PRODA.`
`Funding Statement workflow`	`Workflow to dispatch funding statements at a pre defined day.`
`PM Fees workflow`	`Workflow to establish PM Fees invoices for submission.`