Scan individual Provider invoices to create a claim
When creating an individual claim you can opt to scan it instead of inputting the details manually.
- Choose Provider from the Create Claim button.
- Upload the Invoice file by drag and drop into the Select File field, or click on the
icon to browse for the file. The Invoice will display in the File Preview. - Enter the Participant name. The most current plan will display, select an earlier plan if required.
- If the Invoice is clear and each line entry shows item codes, dates, quantity, unit price and total you can opt to Scan.
- Enter the Provider name (by ABN or name). The ABN and bank details will display so that you can check them against the details given on the invoice.
- The Invoice date and number are not mandatory fields but you may enter them.
- If there is a Service Agreement entered for this Provider, you will have the option to 'User Provider Service Agreement'.
- 'Save & Create Another' saves the entry and starts another claim entry.
'Save & Wait' saves the entry and redirects you to the Claim Details page so that you can review the claim imediately the scan data is received.
The Invoice will held in Claims for Review > Scanned for Review and will remain there until "Marked as Reviewed".
From Claims for Review access the claim by clicking on the Pencil icon to the left, or click on the ellipses buttons to the right of the invoice line to Edit.
Line items with the same code will be aggregated to a single line. Before submitting, check that the entries are correct and Edit if required.
Click Confirm to Continue.
If no approval is required and all details are correct, Submit the claim. Each Support item will have a Claim No. and you can check the status for all on the Claim Details page.