Revert a Case Note
If a case note has been accidentally claimed, or there is an error within the case note that needs to be amended before finalising the claim ( but the case note has already been included in a claim file ). You can revert a case note to remove it from the claim file then the case note can be claimed again once it has been edited.
Please use the below steps to revert a case note:
This action can be used if you accidentally included the Case Note in the extraction header.
1. From the Main Menu select
Support Coordination from the
Careview menu, then click on
CoS NDIS Claims (or the CoS Invoices section if the case note is for a Plan Managed or Self Managed client).
For Agency Managed clients:
For Plan Managed or Self Managed clients:
2. The
CoS NDIS Claims screen displays. Click on
Review, next to the CoS NDIS Claim you wish to revert.
3. The
CoS NDIS Claim Details screen displays. Click to select the
Delivered Service Records. Under
Action, click
Revert Case
Notes.
This moves the Case Note back to Pending Extraction Status to enable it to be extracted again.