Hold a claim that needs to be reviewed or held from being submitted to NDIS.
The Hold for Review function is available to both Plan Managers and Director Users.
When selected, the claim cannot be submitted to the NDIS until it has been manually Marked as Reviewed.
Claims > Claims for Review
All claims held for Review can be viewed from Claims > Claims for Review.
All claims that have been manually held or created by scanning are held for Review and can be accessed from this page.
To enable a claim to be submitted to NDIS it needs to be Marked as Reviewed and then can be submitted.
NOTE: Claims that have been Held for Review prior to requesting Approval will not submit automatically upon Approval, and will need to be Marked as Reviewed before submitting manually or by Batch Claim.
Hold for Review
When manually selecting Hold for Review you will need to select a reason from the options given and enter an optional note.
The Review Reason will display in the Claim Details until Marked as Reviewed.
If you do not have an option to select a Hold for Review reason and would like this feature, please contact support@credsys.com.au to have it enabled on your account
see also: Claim Approval Settings