Importing Invoices

Introduction

Importing invoices into the Plan Management feature with Brevity that relate with the provision of direct supports and services for participant that is being plan managed is undertaken through the Plan Management list. The invoice import function will allow the plan manager to either approve the invoices or redirect them to the participant for approval. Approve invoices will be processed into the bulk payment claim file for upload through PRODA.

Additional information

Refer to the following topics for additional information

Importing Rules

• Services have been invoiced.

• Invoice services have not already been paid, invoice status should be awaiting

• Service Provider identified with the invoiced service viz the the third party listed to the participants funding record.

• Provider details are reflected on in the Account field of the Invoice.

• Active Participant plan.

• Ensure invoiced services are timesheet approved.

• Invoice date and date of service within a valid plan range.

• Service category applicable with the invoiced services maintained against the plan.

• Sufficient balance left on the service category to approve the invoice.

Importing Invoices

To import invoices from the direct services core supports module into the Plan Management module observe the following steps;

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

2. Click the Import Invoices button on the ribbon bar to open the Import Invoices for Plan Management Approval page.

   

3. Within the Provider field, position your cursor into the field and either input in free text or select the applicable supplier from the drop down list.
   

   

   
   Invoices will be listed into the Import Invoices for Plan Management Approval page based upon the selected supplier matching the provider name listed within the Invoice Record Account field.
   

   

4. Within the From Date field, position your cursor into the field and either input in free text or select using the calendar the commencement date of the reporting range.

   

5. Within the To Date field, position your cursor into the field and either input in free text or select using the calendar the cessation date of the reporting range.

6. Select the NEXT button.
   
   Nil Invoice records
If the are no invoices matching the parameters specified you will be notified with the following alert.
   

   

   
   Matching Invoice records
If there are invoices matching the parameters specified these will be presented within the Import Invoices for Plan Management Approval page.
   

   

7. Highlight the invoice record(s) to be imported and select the Import Invoices button
   

   

8. From the pop up screen select OK to confirm the import.
   

   

   
   Brevity will alert you with the following message
   
   

   

9. To exit from the Import Invoices for Plan Management Approval page and to review the plan management invoice that was created using the process as outlined in steps 1 - 8 select the Care Management>Plan Management Invoices sub menu to open the Plan Management Invoice List.

10. To search for and review the invoice adopt either one of the following approaches
    
    click on the Id column and sort in order descending
    

    

    
    input the supplier invoice into the search field

    

11.