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      Create Claims: Bulk Scanning

      With our Bulk Scanning solution you can effortlessly upload and scan invoices in bulk, significantly reducing administration time

      Table of Contents
      Import invoices
      Review scanned data
      Process Invoices to claims for review
      Auto Process

      Claims > Bulk Import


      Planability offers a convenient bulk import tool that is both speedy and accurate, allowing you to easily drag and drop multiple (or single) invoices for simultaneous processing.

      With the Bulk Import tool, you can scan up to 50 invoices at once, regardless of the providers or participants they belong to. This tool automatically recognises both the provider and participant based on the ABN and the NDIS number on the invoice, minimising the chance of input errors. 

      The scanning tool can identify different claim types such as non face-to-face and cancellations; automatically adjusts rounding errors, and will even convert minutes to decimals!

      Bulk scanning is accessible to all users. If you typically use scanning to generate individual claims we recommend you try the Bulk Import feature for further efficiencies.

      Import Invoices

      • From the main dashboard, select Claims > Bulk Import
      • You can either click on the File Import field or drag and drop invoices from your email inbox or folder. Supported file types are: pdf, jpg, jpeg, png

      • Click to Confirm your file selection. This will upload the selected files to Planability to start the scanning process.

      Review Scanned Data

      It is important to note that the data shown on the Bulk Import dashboard is 'read only'. You can view the imported file - the invoice, and you can select a participant or provider if they have not been identified from the scan, but you cannot edit the claim line data.

      This view allows you to confirm that you wish to create a claim from each scanned invoice and you can asssign it to a user in your account to process. 

      • If an invoice is identified as a duplicate it will be highlighed in the dahsboard. There is already an existing claim created for this provider using the same invoice number. 

      • Review the data extracted by clicking the numbered box in the Lines column. 
      • The participant is identified based on their NDIS number, not their name. If the NDIS number is not present on the invoice, the participant will not be automatically identified. In such cases, you can manually select the participant from the dashboard.

      • When reviewing the Invoice Details, you can use the selections highlighted below to confirm whether this claim should be processed or deleted from Planability.  When you close the pop up and return to the dashboard your selection will be saved.

      • You can also select the invoices to be processed or deleted from the Bulk Import dashboard.

      Process Invoices to Claims for Review

      Invoices scanned in the Bulk Import Dashboard need to be processed to either create a Claim or to be deleted out of Planability.

      • Select a process action. Create claim (green). Delete (red).
      • Assign to a User (not required)
        When the claim is created and saved to Claims for Review it will be assigned to the selected User.
      • Process. Click the Process button. In this example, three claims will be created and assigned to the user Di Rector. One will be deleted from Planability.

      All claims that are created from Bulk Import will be held for review in Claims > Claims for Review - in the Bulk Import tab

      • Navigate to Claims > Claims for Review to review each claim prior to submitting.

      Read: Claims for Review

      Bulk Import - auto process invoices to Claims for Review

      Providers whose invoices require no reviewing in the Bulk Import Dashboard before processing to Claims for Review can be selected to 'Auto Process Invoices'.

      When they are scanned through the Bulk Import Dashboard, they will automatically process to Claims > Claims for Review - Bulk Import tab

      This enhancement reduces processing time for agencies using bulk upload and mailbox ingestion methods.

      All processed claims will now be available for Review prior to submitting to the NDIS.

      Read: Review Claims

       

      Next Article: Create Claims: Mailbox Ingestion