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Becoming confident with your daily tasks on Comm.care!

18 articles

Getting Started

Key steps for Managers to get your organisation ready to use Comm.care

11 articles

MDS

Comm.care simplifies Minimum Data Set reporting of a set of data elements agreed for mandatory collection and reporting at a national level.

7 articles

Manage NDIS Business

2 articles

Introduction to Comm.care

Helpful resources for getting started with Comm.care for your case and client managem

11 articles

Manage your Organisation

These articles contain helpful information to best manage your organisation in Comm.care.

32 articles

Circle of Care

A Circle of Care is the place where you will find everything about the participant.

27 articles

Reporting & Auditing

Everything you need to know about NDIS reports and DSS Data Exchange, CHSP Program.

18 articles

Claim Process for Client fee for service in Comm.care

In order to claim a client fee for service, you have to send a standard invoice to the Client and they pay for your services directly. Your Organisation has to create invoices, therefore, and send them to participants. As a healthcare organisation, you need to record your clients' details, manage your team, track your service delivery to clients, and track your revenue and cost streams. Let's see how to create traditional invoices on Comm.care.

Claim Process for Client fee for service in Comm.care

Before claiming, please make sure all of your support delivery is documented. See 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 > Occurrence Date

(It is best to create claims every 2 weeks or monthly)

Select Roadmap Type: Client fee for service

Create all the invoices in bulk

  • On Filter Progress Notes by purpose select 4.1 Create Claim
  • Click on the blue button: Generate report, the application will list all the unclaimed Progress Notes.
  • Click on the button Action > Create Invoices, the application will create the statements for each participant based on the listed Progress Notes. 

claim for client fee for services

The generated report will list all the details from the Progress notes created, which includes: Circle name, Service, Status., Date and time, Title of appointment/PN, Item number and service type (Direct service or provider travel), total time of service delivery and its unit price.


Send participant invoices via Email

  • On Filter Progress Notes by purpose select 4.2 Send Email
  • Click on the blue button: Generate report. The application will list all the unsent claims with Progress Notes delivered between the Occurrence date filter.
  • Click on the button Action > Email Invoices to Participants. The application will send the invoices to each participant according to the configured Recipient on the Circle's Roadmap.

invoices for client fee for services

Export Claims

  • On Filter Progress Notes by purpose select 4.3 Export Claims
  • Click on the blue button: Generate report. The application will list all the claimed, sent, and unexported Progress Notes.
  • Click on the button Action > Export as accounting file. The claims (NDIS Invoices) will be downloaded. It is already in MYOB or Xero format with the correct data, you just need to upload it into your accounting system for invoice reconciliation.

export to accounting software

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.carewill not be able to track the exported claims as you have just downloaded and not exportedWhen you are ready to export to your accounting file, you should select the Export as accounting file option.

If you’re new to Comm.care and keen to see the full Platform in action, join us for a free demonstration. You can book a convenient time HERE.
Looking forward to meeting you then!

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Last updated on June 23, 2021