In this article, we will help you figure out how claims for Plan-Managed participants are done and how Comm.care streamlines your claims and payment process and helps you get paid easily.
For Plan managed participants, you have to send a standard invoice to the Client’s Plan Manager and they will pay for your services directly. The invoice needs detailed support logs and subtotals for each NDIS line item and will be submitted by the Plan Manager to the NDIS Myplace portal. Therefore, your Organisation has to create invoices and send them to the participant’s Plan Manager.
To get paid, you must provide the following information as evidence of your support delivery to the Plan Manager, when requested:
Depending on the nature of your support service, additional documentation guidelines may apply and be requested as part of the Provider Payment Assurance Program. Let’s see how to handle all of this with just a few clicks on Comm.care;
Before claiming, please make sure all the support delivery is documented. See the detailed tutorial about how to quickly lookup undocumented appointments from Organisation Calendar. Now let's see how the claim process is done on Comm.care.
Go to Organisation > Reports > Select the Occurrence Date
It is best to create reports every 2 weeks or monthly.
Select Roadmap type: NDIS- Plan Managed
Create all the NDIS Plan manager invoices
3.1 Create Claim.
The generated report will list all the information from the Progress note, which includes: Circle name, service and its status, Time of delivery, Title of the appointment/PN, Support items and type of service (Direct service or provider travel), Total time of service delivery and unit price.
Email all the invoices to Plan Managers
3.2 Send Email.
Export Invoices to your Accounting system (MYOB/Xero)
3.3 Export Claims.
Note: If you click the Download CSV option, the file will be downloaded in the same format as the accounting file, but the system would not pick those claims as exported. In short, Comm.care will not be able to track the exported claims as you have just downloaded and not exported. When you are ready to export to PRODA, you should select the Export as accounting file option.