To extract your case notes to claim through PRODA, go to support coordination and click COS NDIS claims. If you've extracted case notes previously, these earlier claims will show on your screen. To create a new claim, click on the new NDIS claim button. All the unclaimed case notes from your agency managed clients will appear on your screen.

If you're wanting to create an export for a set period, use the from and to date fields at the top of the screen to select your date range. Tick the select all checkbox and click the create claim button. A confirmation window appears for you to check the totals and when you're ready, click the confirm button. All the selected case notes will be added to an extraction header record and this will be shown on your screen with a unique number assigned to it. Select all the case notes, go to action and click download NDIS claim. A claim file will be created for you and placed in your download section. If you've got accounting extracts set up, a zip file containing your accounting extracts will also be created. Select the file starting with NDIS and download this to your computer.

After downloading, go to your download section to see the file. Don't open this file before you import it into PRODA. This may change the format of the dates in the file and if this happens, PRODA will reject the file when you import it.

If you do accidentally open it, you can download the file again from Careview's Downloads section. Rename the file to something unique to your organization but keep the file name as short as you can. The file name needs to be less than 19 characters including the dot CSV part on the end so we recommend replacing the word NDIS or the initials for your business. Once the file has been renamed, you can then log into PRODA, go to payment requests and select the Bulk payment request upload tile. From here, click the choose file button and select your claim file, tick the acknowledgement message and click the green upload button. If the file is accepted, you'll see a confirmation message at the top of the screen stating that your file has been uploaded for further processing. When you go back to support coordination, COS NDIS claims, you'll see the claim with today's created date is now showing what the status have extracted and if you click on the review link, all the case notes show what the status have extracted as well.