To enter an invoice, go to Plan Management, click on Invoice Entry, then click the Create New button. Search for the client and select them from the results. Their details display on the screen via to confirm the correct client has been selected.

Select the service provider. If they're not already in Careview, you can add them by clicking on the green Add button and filling in their details. In addition to their name and email address, make sure you enter their ABN number, bank account details and tick Send Remittance Email if you're going to be paying them from Careview. As soon as you select the service provider, their ABN number is automatically added to the invoice. If the invoice you're entering is from a client for reimbursement, make sure you put REIMB in here and if the service provider is excluded from needing an ABN number, put EXCLS in here instead. Enter the invoice number and select the invoice date. If there are any notes about the invoice that you need to include for its treatment, add these in the invoice note field. You can attach the invoice file by dragging it into the attachment section or selecting it on your computer.

If your clients use the Careview Advantage Mobile app to approve or decline their invoices, attach the invoice here for them to view from their phones. If you're missing any information to claim the invoice, put the invoice on hold by choosing the on hold reason that matches the situation. On hold invoices can't be claimed until their on hold reason is cleared. If you're able to claim for your client's invoices as soon as you receive them, the approved by client setting will be set to yes.

If your client needs to approve the invoices before you can claim them, this will be set to no. Click the add line button to enter the first line from the invoice. Select what type of claim relates to the invoice line. The list of claim types is set by the NDIS and you can choose the type that matches the invoice line.

If the claim type has been set to cancellation, you can choose the cancellation reason in the next field from the four no show reasons of hospital, family reasons, transport and other. Select the GST treatment for the invoice line. If the values have GST on them, select P1.

If there's no GST, select P2. Select the delivered date for the invoice line or if the services were provided over a date range, use the delivered from and to fields. As soon as you select the delivered date or from field, Careview will check if the client has a service contract for those dates and display its details and status.

If there's no service contract, you won't be able to continue. Select the category that relates to the invoice line. The funding categories from the client service contract are listed here for you to choose from and if a service provider category budget exists for the service provider, those details appear in red. Enter the support item in the next field. You can search for the item by number or by name and then choose the correct item from the list that appears. As soon as you select the item, the rate for that item shows up below the invoice line. If you click on the value, this amount will be copied into the rate field for you. Enter the quantity or hours and the total for the invoice line will show in the amount field. Check that this matches your invoice. If there's more than one line on the invoice, use the add line button to continue.

If the lines you need to enter are similar to any previous lines, use the copy line button to save time and update the fields as needed. If the invoice line amount doesn't match, this may be due to rounding differences. You can use the auto calculate feature to specify the exact line amount total and Careview will adjust your invoice line and add in an extra one to ensure the complete value can be claimed. When the invoice total at the bottom of the screen matches your invoice total, click the create invoice button or use the save and add new button to enter the next invoice straight away. Once an invoice has been saved, it will show up in your invoice list with an extract generated status ready to be claimed or pending client approval if your client needs to approve it before claiming. If you need to alter your invoice, just click the edit button, then click update invoice to save your changes.