Careview - Client Coordination

Create Provider Travel Non-Labour Claim

The below process can be used if you want to create a claim for the provider travel non-labour costs accrued by a support coordinator in the process of delivering supports to a participant.
Notes
It is important to note that, before you can create a Provider Travel Non-Labour Claim, the service contract must have a service support representing the item code being used to claim for provider travel non-labour, and another service support representing the support that was being delivered to the participant when the travel costs were accrued.
Use the following steps to Create a KM Claim:


1.      Click Support Coordination from the Careview menu, then select Client Coordination.

2.      The Client Coordination screen displays. Type part of the client name in the first field, and select the full name when it displays.



3.      The Client Coordination screen for the Client displays.




4.      Under Create Case Notes select the applicable Support Item (the support that was being delivered to the participant when the travel costs were accrued) and then click Create KM Claim.




Warning
The System will present a Warning where either of the following occurs;

  1. Where the Service Support is missing on the Service Contract, you will receive this warning message, when you click on Create KM Claim button.


  1. Where the CoS Exclusion Flag is checked on the Service Support, you will receive the following warning message, when you click on Create KM Claim button.



5.      The Add Provider Travel Non Labour Claim screen displays.  Complete the following, then click on Save.

  1. In the Date field, type or select the date from the calendar when the service was delivered.
  2. In the KMs Travelled field, enter the quantity value that should be used on the claim you wish to make.
  3. In the Case Note field, add the relevant notes in relation to the Case.


6.      Your 'Provider Travel Non Labour Claim' case note has now been created. You can add this to a new 'CoS Invoice' or 'CoS NDIS Claim' as per the standard process for case notes.