Whether you want to generate an invoice to request payment or create a Progress Note (support log) for your Client’s approval our claims feature will make your life easier.
Comm.care’s Claim (aka Client Support Log), is a feature designed to confirm receipt of the NDIS support items as delivered in the direct services provided to Clients via Progress Notes (or Activities).
Why is the Claim important? The NDIA advise that the Claim (Support Log) form of evidence is a requirement for specific support types (for more information, please review the Provider Payment Assurance Program section of the NDIS Provider Toolkit).
Before you can use Claims you need to ensure your Organisational profile is up to date.
Go to My Organisation > Your Organisation Profile > Edit
Add in your banking details. And if relevant, add in where you want your invoice numbers to start counting from > Save changes. Set-up your organisation correctly in Comm.care for efficient use.
Create your itemised NDIS participant invoices
Go to My Organisation > Circles > Choose your circle from the list or search by name
(if you don't find one, you are not a part of that particular circle. Ask your admin/coordinator to grant you access)
Add New Document (at the top right) >
Add a Claim
Comm.care automatically populates the Claim based on the Progress Notes (see here for more information on tracking billable hours).
The claims in Comm.care are a powerful document that is used to claim the services you have provided over a period of time. The claim needs to be sent to the Claim Recipient, Claim CC, and the Plan Manager as a statement of the services provided and as an invoice.
NEW: Now you won't have to remember who to send the invoice to each time you create a claim. Just make sure that you set the right Claim Recipient, Claim CC and Plan Manager (if one exists) for each Roadmap of the Circle. See how to add Care Recipient, Carer and Plan Manager here.
Update and Comm.care will load all the Progress Notes related to the participant within the dates specified above. Just in case, review for any typos or hours wrongly entered and save the claim.
NEW: Now you won't have to remember when to select statement or invoice each time you create a claim. Just select the Funding source, Comm.care will create the invoice or statement based on that Circle's Roadmap information.
Once the claim is saved, the related Progress Notes are marked as claimed so there is no risk of claiming them again. You will also see that now that the claim is saved there is a
to PDF button on the bottom right of the popup modal that you can use to print or archive the claim as well as a
Send Email that sends the claim attached to an email to the Claim Recipient, Claim CC and Plan Manager (if exists).
NDIA Providers: Charges for travel, short notice cancellations (no show), and non-face-to-face activities will show up in your statement or claim with the appropriate description if agreed to with your client. With Report Writing and Non Face-to-face support, the travel fee will be excluded when you claim to avoid overcharging your client.
Note All the Progress Notes once claims will be locked. You are not supposed to change the case notes once they are claimed. If you feel you still need to make any changes to the Progress notes after claiming, simply delete the invoice, make the changes and then create a new invoice.
For organisations with a smaller client base who don’t need fully-featured accounting software, our claims feature makes Comm.care a true one-stop shop for care management.
It’s quick and simple to generate statements and invoices to keep clients informed and get paid more efficiently.