Plan Management:

• Rebuild of Invoice Entry, Invoice Creation and Invoice Edit screens.
  

Bug Fixes:

• Duplicate Support Item check updated to include Claim Type.
  
• Resolved issue where some dates in the Delivered Service were displaying in UTC.
  

Plan Management

Invoice Entry

The Invoice Entry screen has been updated with a new user experience and some additional functionality. The main changes with this update are detailed below.

Invoice Icons

There are now 4 icons that are displayed for an invoice that hasn’t been marked as paid:

will display when the invoice has a note

will display when the invoice has an attachment

can be used to edit the invoice

can be used to copy the invoice

When invoices are marked as paid the icon is no longer displayed.

You can still update the note field by expanding the invoice and clicking the  icon. To delete an invoice that has a status of Provider Paid the invoice must first be cancelled.

The ability to view the invoice details has been changed. Instead of clicking the  icon you can now expand the invoice within the screen to view the details. To expand an invoice, click the icon in the right-hand column. You can then close the expanded view by clicking  in the right-hand column.

On Hold Invoices

Invoices can now be placed on hold by selecting an on hold reason. When an invoice is on hold it will display with a red banner. On hold invoices can’t be included in downloads, such as the NDIS Claim or the ABA file. To download the invoice the on hold reason must be removed by editing the invoice. An invoice can be placed on hold at any point, regardless of the status of the invoice.

To view the on hold reason expand the invoice.

To remove the on-hold reason, click the  and edit the invoice. When the edit screen opens you can remove the on hold reason.

Each Careview Organisation can set their own list of on hold reasons by open the Settings page, scrolling down to the Plan Management section and editing the On Hold Reason setting.

All invoices that have been placed on hold can be viewed by clicking the new Show On Hold Only checkbox, which is located below the To Date filter on the right-hand side of the screen.

Invoice Creation

1. You can now add an Invoice Note. When an Invoice Note is entered, the  will display.
   
2. You can now drag and drop an attachment from a folder location.
   
3. You can now place the invoice on hold by selecting an On Hold Reason.
   

Invoice Lines can then be added by clicking the  button.

1. The Start Date, End Date and Status of the Service Contract is displayed.
   
2. The GST amount is now displayed as a separate column if GST Code is set as P1.
   

Invoice Edit

The Invoice Edit screen has been modified to enable greater flexibility of changes to be made. To edit an invoice click the icon. With this update you can now:

1. Change the Service Provider, Provider Invoice Number and Provider Invoice Date.
   
2. Enter or edit the Invoice Note.
   
3. Add or remove an attachment.
   
4. Select an On Hold Reason.
   
5. Delete the Invoice by clicking the  button in the top right and selecting Delete Invoice.
   
6. Edit, remove and add Invoice Lines.