All claims that have been created by scanning or csv import will be held for review. You can also manually 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 and accessed from Claims > Claims for Review under the relevant tab: Bulk Import; CSV Import; Manually Held; Scanned for Review
To enable a claim to be submitted to NDIS it needs to be Marked as Reviewed which releases it from being held, and then it can be submitted.
NOTE: Claims that are Held for Review when 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 - Manual Hold
When manually selecting Hold for Review you will need to select a reason from the options given and enter an optional note.
If a claim was initially scanned and remains on hold for review, but you wish to manually place it on hold to prevent submission, you must first mark it as reviewed. After doing so, you can then proceed to manually hold the claim for review.
To Hold for Review:
- click Hold for Review
- select a reason from the pull down menu.
- enter a note
The Review Reason will display in the Claim Details until Marked as Reviewed.
and the reason is also visible from the Claims for Review - Manually Held tab:
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: Review Claims
Claim Approval Settings