Create the NDIS Claim File (Plan Managers)

The Service Entry screen enables you to create bulk .CSV claiming file that can be uploaded to the NDIS Portal. You have the option to select a single Invoice Entry record or multiple Invoice Entry records. 

Use the following steps to create a .CSV file that can be bulk uploaded into PRODA.

1.      Click on Invoice Entry from the Main Menu.

2.     The Service Entry screen displays.

3.      Select one or more Invoice Entry records with a status of Extract Generated.     

Using the filters is a handy way to filter the page before selecting one or more records.

4.     Click the Action button and click to select Download NDIS Claim.

5.     Confirm the combined total of all selected Invoice Entries is correct and click Confirm.

6.     The Download screen will open and the new download file will be created.

If you have enabled the Xero or MYOB Extract in your Careview settings, the extract .csv files will appear as part of the NDIS Claim download process.

7.     Click on the NDIS Claim zip file, Extract All and Save to your computer.

It is important to note that opening the .CSV file in Excel may change the field formatting and cause the file to be rejected by the portal.

Invoice status will update to Extracted.

8.      You can now upload the CSV file to the NDIA portal.

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