Step 7: Processing Payment Remittance

Downloading the Remittance File  

NDIS will make available a remittance file after a payment request has been processed. This will contain a list of all paid and rejected claims. Rejected claims will have rejection reason, that you will use to rectify and resubmit the claim.

To download the remittance file, select the View Payment Request option in the NDIS portal:

Then select the Uploaded Bulk Payment File option:

Then select Duration and complete the date range filter, which will be the date when the bulk claim file was uploaded:

You can then download the remittance csv file at the the bottom of the page via the Download Results button.

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Uploading the Remittance file in Brevity

After downloading the remittance file you can upload this into Brevity to automatically mark the status of the claims. This can be done as follows:

1. Navigate to Clients > Funding Claims
   
   
   
   
2. Then select the Upload Remittance File option:
   
   
   
   
   
3. You will see the following screen. Upload the Remittance File you downloaded previously, and click Save and continue to progress to the next stage:
   
   
   
   
4. Step 2: Validate the information from the uploaded file is correct and click the Import data button to process the remittance
   
   
5. Step 3: Confirm claims have been processed successfully 
   
   
   
   
6. You can return to the funding claim record to view the results of the import by navigating to Clients > Funding Claims

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Managing Rejected Claims

You will be able to see rejected claims by returning to the Funding Claim record via Clients > Funding Claims. NDIS requires all claims to be unique, and you can't resubmit a claim with a reference number you previously used. Brevity facilitates this by copying the rejected claims to a new batch, allowing you to fix issues within the new batch, and downloading a new claim file from the new batch.

To copy rejected claims to a new batch click the Generate New Claim button on the toolbar:

To rectify issues with a claim, double-click the invoice within the Batch screen and update as required.

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Marking Claim Item as Paid or Cancelled

Only invoices with the status Awaiting Payment are exported for claiming. To stop an invoice from being exported within a funding claim, set the status to Paid (if manually processed) or cancelled (if you no longer wish to claim for the services). To do the Manage Payments button on the toolbar on the funding claim screen:

This will show the following screen. You are able to update the status and comments of an invoice and save changes from this screen.

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Click on this link (Setting up the Client Guide) to download the whole guide

Click on this link (Step 7.pdf) to download the current page guide