Monthly PM Invoice Setting

To accommodate the recent NDIS guideline changes that require the Plan Managers to wait at least one month after initiating a participant's plan before claiming the first monthly plan management fee, a new setting called Monthly PM Invoices has been introduced in Careview.

The setting ensures that Plan Managers can easily skip new PACE plans and only include eligible participants for invoicing.

To enable and use this setting:

1. In Settings, scroll down to Plan Management and click on Monthly PM Invoices.

2. Click on Monthly PM Invoices to navigate to the settings screen.

Ineligible PACE Plans: Pace Service Contract where Plan Start Date is less than 1 month from the selected Invoice Date on the Monthly PM Invoices screen.

1. The setting Skip Ineligible PACE Plans During Invoice Creation is disabled by default

1. Enable Skip Ineligible PACE Plans During Invoice Creation, and click Save to apply the new setting.
   

The setting only applies to PACE Plans, no restrictions are applied to non PACE Plans

3. Skip ineligible PACE Plans during Monthly Plan Management Invoice Creation

1. When Skip Ineligible PACE Plans During Invoice Creation is Disabled, User can create invoices without any restrictions on the Plan Start Date. 
   
2. When Skip Ineligible PACE Plans During Invoice Creation is Enabled:
   
1. If the PACE Plan Start Date is less than 1 calendar month before the Invoice Date, the participant row will be greyed out, and will be excluded from invoice creation.
   
   
   
   
   
2. If the PACE Plan Start Date is equal to or more than 1 calendar month from the Invoice Date, the participant can be selected for invoice creation.
   
   
   
   

4. Select the eligible plans to create Monthly Plan Management invoices. (Refer to the current process in How to Create Monthly Plan Management Invoices)

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