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Enable Budget Override on Claim
Skip Budget Constraint on Claim Line
Import Paid PRN to Claim
Overview
Manual Payment requests now require a rejected PRN before the request can be made to the NDIS.
To achieve a rejected PRN you will need to override Planability budget guardrails to submit a claim for intentional rejection.
You will then need to submit a Manual Payment Request in the NDIS Portal, and then when you receive a PRN for the payment you can import the approved PRN(s) into Planability.
This allows claims to be processed for payment to the Provider through the usual payment flow, and of course means that you also have a record in Planability of the claim and payment.
This feature is available to Directors and Plan Managers with elevated Claims permission. See Elevated Permissions
Enable Budget Override on Claim
Create a claim, via Mailbox, Bulk Import, Scan or Manual Input.
Edit the Claim Information to select 'Skip Budget Constraint'
Once enable, this will show in Edit Claim in the Claim information:
and on the Claim Details page:
Skip Budget Constraint on Claim Line
Next, edit the Claim Line to select to Skip Budget Constraint. This will skip the budget guardrails that would usually be applied to the claim line, allowing you to save the claim line, and submit to the NDIS.
Select 'Skip Budget Constraint'
Use the rejected PRN to submit a Manual Payment Request with the NDIS. The PRN can be found on the claim line.
Do not Cancel the Claim. We recommend you Hold for Review so that you do not lose track of it. Enter a Review Reason
Import Paid PRN to Planability
When the NDIS confirm payment and provide a PRN for the payment, you can import the paid PRN to the claim in Planability.
- From the Claim Details page, click Import Line in Added Services
Enter the PRN for the paid claim and click Find
Select Import. The claim line will be imported and added to the Claim in Planability.
If the Participant details do not match or if the PRN is not unique, an error will show such as below:
The claim can then be enabled for payment to allow inclusion in a Payment Batch to the provider.