Managing Partial Payments

Introduction

As part of the processing of the remittance file, brevity will update the status of the provider invoices contained within the batch based upon the PRODA status listed within the remittance file. Partials payments are identified as being a payment that has been successfully processed by PRODA with Brevity setting the status of the provider invoice to Partial Payment when the amount remitted back in does not reconcile with the amount of the original provider claim.

As partial payments are not an error you will need to investigate why the partial payment has arisen.

Through the Organisation record you can set a tolerance that will prompt the remittance process to treat a partial payment as having been PAID.

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Additional Information

To reverse a partial payment or exclude a partial from the ABA refer to the following topics Invoice Reversal and Generate ABA File.

Processing a Partial Payment

There are two approaches that can be taken with the processing of Provider claims that have only been partially paid.

Manual Claim

This process involves making a manual claim within PRODA for the difference and then awaiting payment to your bank account.  One the Brevity side you can update the invoice status from Partial Payment to Paid thus allowing for an update of the remittance amount to reconcile with the claimed amount.  

It is recommended that you include information on the comments field of the invoice, to the affect that a manual claim for the difference was processed through PRODA.

Upon receipt of confirmation that payment for the invoice difference has been processed, download your ABA file for the batch within Brevity and process that through to your nominated financial institution.

Partial Payment provider claim

This process involves firstly calculating the difference for the partial (claimed - remitted amounts) followed by establishing a new provider invoice within brevity through the Plan Management Invoice list page for the difference. When you establish the new provider invoice, ensure to include the original invoice reference + appending perhaps -1, also upload the original invoice. It would also be appropriate to include a comment on the partial provider invoice.  Establish your invoice line for the difference.

Adhere to the invoice approval process, process the provider claim through to a claim batch, observing the steps on claim submission and the processing back in of the remittance. 

In respect of the claim batch that listed the partial payment on the invoice preserve the invoice status as PARTIALLY PAID, and it is recommended that the comment field be updated with details of the second invoice that was raised for the partial amount.  

For the original batch download the ABA file and process it through to your organisations nominated financial institution.

In relation to the partial invoice that was raised, once the remittance has been processed back into brevity and the invoice status has been updated as PAID, download the ABA file and process it through to your organisations nominated financial institution.