How do I view my claims?

You can view all your claims that have been submitted to the NDIS from Planability. View on your web browser or on your Planability App.

Table of Contents:
View Claims in your Planability App
View Claims via your web browser
Understand Claim Status

For full instructions on how to navigate in your Planability App, please see: Planability App

View Claims List via your Planability App:

Select Claims at the bottom of your screen:

Scroll down to view a summary of your claims. Click on the Invoice Number (highlighted in green) to view the claim information in more detail.
If the Claim has been sent to you for approval, you can approve or reject it from here. Scroll down on the Claim Details page first to review the services being claimed and view the Invoice. If you reject the claim you’ll need to enter a reason so that your Plan Manager can handle it correctly.

View Claims via your web browser:

To view a listing of Claims:

Click on Claims in the left menu

Please note that the date range will default to show claims over the last 30 days. You can change the date range by clicking into the Date From or Date To field and selecting from the calendar picker.

To view a Claim:

Click on the invoice number.

On the Claim Details page you can view the invoice and the claim details.

to view the Claim Line details in full, click on the Support item code:

Understand your claim status

Claim Status	Payment Status	Description
Submitted	Pending	The claim has been submitted to the NDIS but not yet paid to your Plan Manager.
NDIS Paid	Payable	The claim has been paid by NDIS to your Plan Manager and is now avaiable to be paid to the beneficiary (service provider or participant)
NDIS Paid	Paid	The claim has been paid by the NDIS to your Plan Manager. Your Plan Manager has transferred payment to the beneficiary (service provider or participant)
Pending Approval	Pending	A request to review the claim for approval or rejection has been sent to the nominated approver. It has not yet been submitted to the NDIS.
Rejected	N/A	The claim has been rejected by the nominated approver and has not been submitted to the NDIS
Cancelled	N/A	The claim was submitted to the NDIS and was later cancelled by your Plan Manager.

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