After a claim has been submitted to NDIS you can cancel individual support item(s) on the claim, or cancel the entire claim. After a claim has been paid by NDIS you can cancel the claim.
A claim can be cancelled at any time. If it has already been paid by NDIS (Status = NDIS Paid), the amount will be reimbursed to the participant's budget.
If it has been submitted but not yet paid by NDIS (Status = Submitted), you can cancel the entire claim, or individual support item(s), add a new support item and resubmit the claim. The claim and payment remain intact.
User Permissions allowing Cancellations
Claim Line and Claim Cancellation is a restricted feature of Planability.
Users with Director access can Cancel Claims and Claim Lines.
Plan Managers with Elevated User Permissions set for Claims can Cancel Claims and Claim Lines.
Submitted Claim - Cancel Support Item
Once a claim has been submitted to the NDIS (Status = Submitted) it is possible to Cancel individual support items without cancelling the entire claim. You can then add a new support item by either cloning the cancelled item and editing, or adding a new support item.
Click to Edit the Claim from the ellipses buttons to the right of the claim listing, or from the Claim Details page, select Edit.
From the Edit Claim page you can now Cancel individual Support items. Click on the ellipses buttons to the right of the support item you wish to cancel. Select Cancel.
This will cancel the individual support item in PRODA. The item Status will update to Cancelled:
If you need to re-enter that support item with amendments, you can then Clone that item and edit the details as required.
Click to Confirm any changes.
You will then have the Cancelled item, the original support items that are claimed and the new support item which is entered in Planability.
You can now Resubmit the claim to NDIS. This will submit the newly entered Support item.
The item will be claimed using the same Invoice number with the addendum #P01 or #P02 etc showing in PRODA.
Submitted Claim - Cancel Claim
Once a claim has been submitted to the NDIS (Status = Submitted) You can cancel the entire claim by either navigating to the Claim Details page by clicking on the Invoice Number, or select Cancel from the elipses buttons on the right of the Claim listing.
From the Claim Details Page select Cancel. This will cancel the entire claim. The value of the claim will be reimbursed back onto the Participant's budget.
You can re-enter the claim using the same invoice number as NDIS will not reject a claim if it has the same invoice number as a cancelled claim.
NDIS Paid Claim - Cancel Claim
When a claim has been paid by NDIS you can Cancel the Claim at any time. Navigate to the claim Details page and select Cancel in the top right corner.
This will reimburse the amount of the claim to the Participants budget.
NOTE: As you will have received payment from NDIS for this claim, the NDIS will withhold the value of this cancelled claim from a future payment.