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Adjusting Monthly Fee Claims

Sometimes you will have less than the standard monthly Plan Management fee to claim. In these cases, some changes will need to be made to process the claim.

PACE Plans

If automatic monthly fee claiming is enabled, Planability will create and submit a monthly claim based on the current catalogue pricing for the Participant's location. If the NDIS reject the claim line for any reason, the claim will sit in the system and also sit in your Claims With Issues section for review.

If you need to claim a lesser amount, you can head into the existing claim and click the Edit option on the top right. From there, you can either add in a new line or clone and edit the previously submitted line. When you 'resubmit' the claim, this will submit the new line(s) to the NDIS for processing.

Legacy (Non-PACE) Plans

Planability will create and submit a monthly claim based on the unit price saved in the Service Booking for Choice & Control (category 14). If the final month of the plan needs to be claimed at a lesser amount, you can process this using one of the options below.

Creating a manual individual Claim

You can create a manual claim for Plan Management - Financial Administration (14_034_0127_8_3) to claim the remaining funds. Creating a manual claim will require an invoice file - this will need to be created externally to Planability. 

For more information on creating an individual claim within Planability, please see: Create a Claim: Individual Claim 

Utilising Automatic Claiming

If you would like to adjust the monthly claim for a non-PACE plan by adjusting the Service Bookings, you can do this by taking the following steps:

  1. On the Monthly Claims page, click into the 'With Issues' tab.

  2. On each row, you will see the Participant Name as well as the Service Booking ID that contains the category funding. Click the Service Booking ID to head directly to the Service Booking details page.

  3. Click the grey context menu icon on the top right of the page (three horizontal lines on the icon) and click Edit.

  4. Reduce the quantity by 1 and save. This will free up the remaining funds to be added into a new Service Booking.

  5. On the top right of the page you will see a 'Service Bookings' button. Click this.

  6. Find the same Service Booking in the list and click the ellipsis to the far right of the row and click 'Reduce End Date'. Change the end date to today's date and set the accrual amount to zero to release the remaining funds and save. Note - reducing the end date of a Service Booking will stop any further changes from being made to it once saved.

  7. Create a new Standard Service Booking for a quantity of 1 for a unit price that matches the funds you have remaining. You will need to use the standard Plan Management - Financial Administration code (14_034_0127_8_3).

  8. Once this has been completed, the Participant will move from the 'With Issues' to 'To Be Invoiced' tab of the Monthly Claims page so you can generate their claim.

CSV Import

Generating claims via CSV Import is a feature of Planability that can be enabled for your agency. For more information on this feature, please see Create Claims - CSV Import.

More information: Monthly Claims