Download NDIS Claim Validation
Download NDIS Claim Validation
The following system change has been introduced to alert the User performing a Download NDIS Claim, that another user has cancelled an invoice in another session at the time of Confirming they wish to Create the Extract.
The system will alert the user in the Service Entry screen that an invoice has been cancelled or deleted. Upon clicking the Confirm button in the Invoice Download Summary screen.
See below the system validation process.
User 1 – Selects Invoices and under the Action menu, clicks on the Download NDIS Claim menu option. Invoice Download Summary screen displays.
User 2 – Deletes/Cancels an Invoice at the time User 1 has clicked on the Download NDIS Claim and prior to User 1 clicking Confirm on the Invoice Download Summary screen.
User 1 – Clicks Confirm on the Invoice Download Summary screen, at this point the system will detect if there are any Cancelled/Deleted Invoices and alert the User.
User 1 - Can either Click Confirm to deselect the Cancelled/Deleted Invoices (will be excluded from the Claim File) or click Cancel and follow Internal business processes to eliminate this from occurring.
Related Articles
Download Processing Error for MYOB & NDIS CLAIM
Where you receive the following error, when downloading the MYOB Extract and NDIS Claim File, please correct the following; Error Message 1. Click on the Settings icon. 2. Under Integration, click on MYOB Extracts. 3. The MYOB Extract ...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 ...New ABN Requirement for NDIS Claim File
See below FAQ's relating to the ABN changes for the Bulk Payment Request NDIS Claim File; When do I need to enter an ABN? a) If the Service Provider does have an ABN and it is not entered in the Service Provider record, enter the ABN manually in ...Create a CoS NDIS Claim
This article explains how to create a file for your Agency managed clients (clients will have to have their Support Coordination Service Support set to Agency for them to show within this field). This file can then be uploaded to PRODA for bulk ...Extracting invoices to claim
To extract your invoices for claiming, go to Plan Management, click on Invoice Entry, and set the status field to show only extract generation invoices. These are the invoices that have been entered into Careview but not yet claimed. Check the From ...