Careview Release 3 - 10th March 2022

Careview Release 3 - 10th March 2022

Release Notes 

 

 

 

Plan Management 

 

  • NDIS Payment Summary File Processing 

 

 

 

Plan Management 

 

  • Plan Management Invoice Settings. 

  • Invoice Validation Update for Weekday and Weekend Supports. 

 

 

 

  • Resolved issue where Invoice delivered dates corrected, resulted in the incorrect Service Contract found in Streamline. 

  • Resolved issue where the user is unable to edit an Individual Provider record on the Client Profile, as the Individual Providers name contains a single quotation mark. 


Plan Management 

 

NDIS Payment Reconciliation Function 

 

This new feature will enable you to simply upload the Proda Payment Summary file in its current format, straight into Careview, via the Reconcile Payment system function.  This function will compare the invoice data provided in the file, against the invoices in Careview using both the NDIS Number and Claim Reference (Invoice Number) fields. 

 

Once it has finished processing it will update the Invoice Status, using one of the new Invoice Statuses below, in the Service Entry screen. Dependent on the Tolerance Setting, Proda Payment Summary File Paid Invoice Total and Payment Request Status. 

 

  • Fully Reconciled – Ready for Provider Payment 

  • Part Paid – Requires Reconciliation 

  • Claim Errors 


Note: The Delivered Service Record status will remain at Extracted, where the Invoice Status has changed to one of the abovementioned Invoice Statuses.


Additionally this function will provide a Report to easily identify any errors and part payments in the reconciliation results.  So you may take the appropriate action within the Service Entry function, to fully reconcile your Invoices. 

 

Important Note 

 

  • Please do not make any changes to the Proda Payment Summary File and ensure you save it in its current CSV File Type. 



How to Get Access 

 

To start using this new Payment Reconciliation function, follow these steps to enable the Setting. 

1. From the Plan Management Settings page, click on the Payment Reconciliation Setting.

2. The Payment Reconciliation Settings screen displays.  Click on the toggle box to Enable Use Payment Summary File and Set a Tolerance.

 


3. Click on Save.


Note 

 

  • The Tolerance value must be entered as a dollar/cents value i.e. 0.10.  If left blank, the system will apply a 0 Tolerance. 


4. A Payment Reconciliation warning dialogue screen will display. 

 

      Important Note 

 

  • Whilst the Use Payment Summary File Setting is Enabled, for all historical Invoices with a Status of Extracted, that are not included in the most recent Proda Payment Summary File you wish to upload.  The following system processes will be disabled.

    • Mark the Invoices as Provider Paid

    • Generate an ABA File

  • Simply disable the Setting, if you wish to carry out these system processes for those historical invoices and re-enable the Use Payment Summary file setting when you are ready to Reconcile the latest Invoices Claimed. 


5. To proceed, click on Save & Close. 


 

Follow the instructions provided under Payment reconciliation of a bulk payment request upload in the Bulk Payment Request Self Help Guide.


Uploading the Proda Payment Summary File 

 

Use the following steps to Upload the Proda Payment Summary file once you have updated the Payment Reconciliation Settings.

1. Click on Invoice Entry from the Main Menu. 

2. The Service Entry screen displays, click on Data Loader, then select Reconcile Payments. 



3. The Reconcile Payments screen displays.  Click Browse. 


4. From the File Upload screen, click to select your upload file and click on Open.


Note: Please ensure that you do not modify the Proda Payment Summary file, simply upload the downloaded file from Proda, saved to your computer in csv file format.

5. Click Submit.

6. The Reconcile Payments screen will confirm during system processing, the completed status. i.e Completed or Invalid.

7. Where file validation fails, the system will reject the entire file and return an error on the screen.  Correct the error in the file and repeat the above steps.

Note: A file validation error will only occur if you have modified the original file downloaded from Proda or saved the file as another file type other than CSV Format.


Please refer to the Knowledgebase Article – NDIS Payment Reconciliation User Guide for full instructions. 


Settings 

 

Due to the increase in requests for access to the following Settings, we have made them available as a standard. 

 

Invoice Status Flow 

 

Use this setting to manage an Internal Invoice Approval process.  Allowing you control over the Invoice Status Flow from Invoice Creation to Invoice Approval. 

 

 

 

Please refer to the KB Article – Invoice Status Flow Setting for further details. 

 

Enable Entered Rates 

 

Use this setting to manage whether you Allow Entered Rates during Invoice Creation to Exceed the Item Rate and/or a Rate of Zero. 

 

 

 

 

 

Invoice Validation for Weekday/Weekend Supports 

 

Validation has been introduced to check and warn a User where dates entered against support items relating to Weekend and Weekday supports do not match. 


To further assist in eliminating a risk of Proda rejecting a Claim. 


To allow invoices to be created, where the system has issued a Warning, please go to Settings > Plan Management and choose to enable the Weekday or Weekend Service Setting.



 

Example of Weekday Support Validation 

 

Invoice entered using a Weekday Support Item where the Delivered From and To range, falls on a Weekend.

 

 

 

Example of Weekend Support Validation 

 

Invoice entered using a Weekend Support Item and certain Invoice Lines have been identified as having a Delivered Date Range that falls on a Weekday.

 



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