Create a Claim: Reimbursement

Claims for reimbursements must be entered manually via the Create Claim button

When creating an Reimbursement claim you must create the claim and enter the items manually.

• Click on Create Claim and select Reimbursement

1. Add the invoice file, or receipt and select the Participant 
2. Select the Participant
3. The most current plan will display, select an earlier plan if required

• The Participant Bank Details are pulled from the Participant Details. If there are two Bank Details saved to the Participant Record you will need to choose the correct bank account to process the reimbursement to.P
• The Provider ABN is not a mandatory field, but if supplied will be sent to the NDIS with the claim information when submitted.
• Enter the Invoice Date and Invoice Number.
• Check for relevant Notes & Documents (pinned)
• Click Next to continue to add Line Items.

Add Line Item

• Click Add Line Item
• Enter the Claim Line Information - Support Start and End dates
• Select the Category and Item 
• Enter the Qty and Rate
• Select the Claim Type and GST Type
• Click Add

Continue until all claim lines have been added

Line items with the same code and claim type can 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.

When Payment is received by the NDIS, the claim will proceed through the normal Payment flow - and will be included in a Payment Batch. The payment will be made to the bank account chosen from the Participants details.