Claims for services provided more than 90 days after a Plan or Service Booking has ended must be submitted by Batch Claims Claims can be submitted in bulk to the NDIS using Batch Claims
Table of Contents:
Mark / Unmark for Batch Claim
Submit Batch Claim
Submit claims that are beyond 90 days after a plan has ended by using the Batch Claims feature in Planability. We recommend that claims with more than 20 claim lines be submitted by Batch Claim.
Agencies who also use an additional review process prior to submitting all claims may find this feature useful. However, Agencies should note that direct visibility of any real time issues is lost when using this process. To counter this, any claim with a claim line either rejected or with an exception raised will go into Claims With Issues listing as it will need to be handled.
Plan Managers without elevated claim permissions can indicate that a claim is finalised and ready to claim via a batch submission, but they are restricted from selecting batch ready claims and submitting.
Mark / Unmark for Batch Claim
If a claim is to be submitted to NDIS in a batch (required for claims past 90 days), it needs to be flagged within Planability as claimable via Batch Claims.
Both Plan Manager and Director users can select Mark for Batch from the Claim Details page. This lists the claim in Batch Claims from where it can be submitted.
Note: Claims that are Held for Review cannot be Marked ready for Batch claim. They will have to be Marked as Reviewed which then enables them for submission.
Claims that are Marked ready for Batch Claim can still be submitted individually using the Submit Claim button which is still visible from the Claim Details page.
When Marked for Batch, if required, the Claim can be removed from Batch Claims by selecting Unmark for Batch Claim. It will no longer appear in the Batch Claims listing.
Submit Batch Claim
Directors (and Plan Managers with elevated Claim permissions) can submit batch claims to the NDIS.
Claims that have been Marked for Batch and are listed in Batch Claims are submittable by Batch.
A Batch is currently limited to 300 claims.
From Claims > Batch Claims, select the claims to be included in the batch. Use the filter or search options to refine your listing if required, or select all.
Click Next to continue
You can remove claims from the batch by clicking on the 
icon to the left of the Invoice number.
Submit the Batch to NDIS by clicking Create Batch, you will see a confirmation that the batch has been submitted.
The Claim timeline will show the time the claim was submitted in Batch and the time the claim was Processed.
Next Read: Claims with Issues
When submitting by Batch Claim we recommend you check Claims with Issues which will identify any claims that need further handling.