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 and To date fields and adjust these to display all your outstanding invoices.
Select the invoices you want to extract by ticking them, or if you want to pick up all of them, tick Select All. Go to Action and select Download NDIS Claim. A confirmation window appears for you to check the totals for what you're exporting, and you can click Confirm when you're ready. A claim file will be created for you and placed in your Download section. If you've got Accounting Extracts set up, the claim file will be placed inside a zip file along with the Accounting Extracts. Download this to your computer, then select it and go to Show In Folder. From here you can extract the files by right clicking and going to Extract All, then click the Extract button. The top file labelled with claim in today's date is the file that you'll need to import into PRODA.
Don't open this file before you import it into PRODA, as 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 Download section. Rename the file to something unique to your organisation, but keep the file name as short as you can. The file name needs to be less than 19 characters, including the .csv part on the end, so we recommend replacing the word Claim 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 Careview and check the Invoice Entry screen, you'll notice your invoices are no longer showing. This is because their status has been updated to Extracted. To view these invoices, just change the filter to show the invoices with Extracted status.
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 ...
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 ...
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 ...
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 ...
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 ...