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      Create Claims - csv import

      We can now import a .csv file of claim lines to create claims in bulk. Currently only available on request

      1. Navigate to Claims > Import Claims

      2. If you haven't previously downloaded the csv template, download the file: Download CSV Format

      Example of csv with claim lines

      There can be up to 5000 records uploaded using a bulk file

      For .CSV bulk upload file, the Header Record is mandatory and should be the first row in the .CSV file. 

      Warning: If you are creating a .CSV file for the bulk upload using Microsoft Office Excel, then special care should be taken while entering DATE and HOURS fields, as that tool does not support the specified formats required for the date and Hours fields and changes the data entered. 

      The claims will be created and you can review them in Claims > Claims for Review - CSV Import tab

      CSV columns explained

      Column Header Description
      RegistrationNumber NDIS org ID of agency
      NDISNumber Participant's NDIS number

      SupportsDeliveredFrom,

      SupportsDelivered to

      		 dd/mm/yyyy (try hyphen) and 
      SupportNumber Item Code
      ClaimReference

      Invoice Number or reference

      Forward Slash ( / )
      • Underscore ( _ )
      • Hyphen ( - )
      • Alphanumeric
      Quantity

      Up to 5 Numeric Acceptable:

      NNNNN or
      NNN.NN 
      UnitPrice Up to 8 Numeric and 2 decimal
      digits NNNNNNN.NN 
      GSTCode GST information as applicable to the item or service.
      P1: Tax Claimable (10%)
      P2: GST Free
      P5: GST out of Scope 

      AuthorisedBy,

      ParticipantApproved,

      InKindFundingProgram

      		 not required - legacy
      ClaimType Claim type of the service provided
      “”: (blank):  Direct Service
      CANC: Cancellation Charges
      REPW: Report Writing Charges
      TRAN: Travel Charges
      NF2F: Non-Face to Face Services 

      CancellationReason

      (conditional - only application to Cancellation Claim Type)

      		 Reason of the cancellation type
      NSDH: No show due to health reason.
      NSDF: No show due to family issues.
      NSDT: No show due to unavailability of transport.
      NSDO: Other. 
      ABN Of Support Provider If it is a reimbursement, the ABN is not required enter REIMB in the ABN cell. 
      SupportProviderName The Support Provider name should match the Support Provider name in Planability.
      InvoiceDate optional but will come from latest support item date
      InvoiceFileName

      filename.pdf

      should match each claim line for invoice. can upload in a zip file. can do as part of flow of batch or upload later or to individual claim
      InvoiceFileExempt 

      Yes/True

       

      Next Read: Claims for Review