Invoice Creation Warning and Error Messages explained
PRODA Warning and Error Messages
Remaining Funds Exceeded
If the Line Item Total field exceeds the Remaining funds for the Plan Category selected, the system will not allow you to proceed to create the invoice and an error message will be displayed.
Remaining Hours Exceeded
if the Quantity or Hours entered exceeds the Remaining Hours for the Plan Category selected, the system will issue a warning message as per below screenshot, but you will still able to proceed to create the Invoice.
Rate Entered Exceeds Rate found in NDIS Price Guide
The
system will display a warning if you enter a Rate that is higher than
the current NDIS Price Guide rate loaded into Careview. You can still
proceed to create the invoice, only if you have Enabled entered rates to exceed service rates under Plan Management Settings.
Duplicate Invoice
When creating an invoice or editing an existing invoice, dependent on the Duplicate Invoice Check Setting chosen, a warning message will display where the system has found a Duplicate Invoice.
Duplicate Line Items
When creating or editing an invoice, where one or more invoice lines have the same Claim Type, Cancellation Reason Code, GST Code, Delivered Date (or Delivered From), Category, Support Item, Quantity (or Hours) and Rate, a red triangle will appear in the corner of those invoice lines. You can still proceed to create the invoice, however your claim may be rejected by Proda.
Duplicate Reimbursement Invoice
When creating or editing an invoice:
- The system will immediately check for duplicates based on the following criteria.
- Invoice Number
- NDIS Number
- Provider Invoice Date
- Invoice Total
- If a match is found (and the invoice is not cancelled), a warning dialog will appear listing all matching invoices.
- Each listed invoice will include a clickable link to view the full invoice in a new browser tab.
User Options
- Click [Save] to proceed and navigate to the Service Entry screen.
- Click [Cancel] to remain on the Create or Edit Invoice screen for further review.
Existing Delivered Service for Chosen Service Provider and Delivered Date or Date Range
Validation will check (where enabled) and warn a user where any invoices already exist for the Service Provider with the same delivered date or coinciding delivered date range. The user will be presented with a Warning dialogue screen (as per example below) that will list all Invoices found, with a link to open the invoices in a new browser tab.
PACE Warning and Error Messages
The above warning and error messages apply to both PRODA and PACE. The following warning and error messages are specific to PACE only.
Total Remaining CORE Flexible Budget Funds Exceeded
If the Line Item Total field exceeds the Remaining funds for both the CORE Flexible Category Budget selected and the Total CORE Flexible Budget, the system will not allow you to proceed to create the invoice and an error message will be displayed.
Total Remaining CORE Flexible Category Budget Funds Exceeded
If the CORE Flexible Category Budget selected has 0 remaining funds and the Total CORE Flexible Budget has sufficient funds, the system will display the following warning message to indicate that the funds will be drawn from the Total CORE Flexible Budget.
Total Remaining CORE Flexible Category Budget with Partial Funds
If the Line Item Total field partially exceeds the Remaining funds for the CORE Flexible Category Budget selected, the system will display the following warning message to indicate that the difference will be drawn from the Total CORE Flexible Budget Remaining Funds.
PACE Warning and Error Messages for Funding Periods
The following warning and error messages are specific to PACE contracts and budgets relating to Funding Components and Funding Periods only.
Warning - Delivered Date is in the future but within the Active Funding Period.
If the Delivered Date or Delivered From/To Date are in the future but within Active Funding Period, the system will display warning message and still let the invoice creation/update proceed.
Error - Date must be within the active or/and expired funding period.
When the delivered dates are within Pending Funding periods, the system will display Error message "Dates must be within the active funding period" and prevents user from creating or updating the invoice/s.
Related Articles
Create an Invoice Entry
This feature is designed to enable Plan Managers to quickly enter a Service Provider Invoice entry into Careview for claiming. 1. Click on Invoice Entry from the Main Menu. 2. The Service Entry screen displays. Click on the + Create New button. 3. ...Create Client Profile Alert
It’s useful to create a Client Alert when you need to be notified whenever any selected screens are opened. When you create an alert, you specify the screens where the alert will be active. When any of these screens are opened, you’ll see the alert. ...Invoice Entry System Overview
The Invoice Entry system is designed to enable Plan Managers to quickly enter, edit and clone a Service Provider Invoice within Careview for claiming. The Service Entry screen displays a list of all of the Invoices that you have created, excluding ...Move an Invoice to another Service Contract
Use the following steps to move an invoice to a different Service Contract; Please note you will be unable to use this feature for Provider Paid Invoices and where a Service Contract is Inactive. 1. Click on Plan Management then select Invoice ...I get a portal error message when I load my file into the NDIS portal.
The error message in an indication that the date formats have been changed. Is there any chance you opened the Claim CSV file in Excel prior to uploading it into Proda? When Careview creates the Claim CSV file, it sets the date format as YYYY-MM-DD ...