Forward invoices direct from your email inbox to Planability to scan and create a claim
Mailbox Ingestion
Agencies can opt for an additional feature - Mailbox Ingestion
Emails can be set to forward to Planability to be scanned. They are held in Claims > Bulk Import to be Processed through to Claims > Claims for Review.
Forwarding emails
We will work with you to create a Planability email which will receive the forwarded emails.
If the email has an attachment which is in pdf, png, jpg, jpeg format it will scan immediately.
If the email does not have an attachment that can be scanned it will be sent on to a separate nominated email address to be handled manually. (eg. if there is a link to view an invoice, but no invoice attached, or if an image of the invoice is embedded in the email).
If the attachment is more than 30 pages, it will not scan automatically. You will need to view the attachment to verify that it is a valid invoice and then initiate the scan.
Mailbox ingestion - Follow up
An email Follow-up feature has been added to the mailbox ingestion functionality.
Users can create a follow-up email from the Bulk Import dashboard. The email is sent to the designated email address making it easy to follow up or respond to an email that has been received into Planability.
To use this feature:
- click on the arrow in the 'Follow up' column
- Select to Process the scanned item to create a claim; or select to delete the item and email from Planability.
- the email flagged for 'follow up' will be forwarded to the nominated email address.
Auto process invoices to Claims for Review
A new feature has been added to Provider profiles that enables claims to automatically process from the Bulk Import dashboard. This eliminates the need to manually select claims for processing, as they will now seamlessly move to the Claims for review section.
This enhancement reduces processing time for agencies using bulk upload and mailbox ingestion methods.
(Mailbox Ingestion is an opt-in feature, incurring additional charges. Please contact sales@credsys.com.au if you would like further information)