The updates detailed below are published in our Demo / Sandbox Environment. You can log in to your demo account to view these changes now before they go live at 11 PM 21st December.
Monthly Fee Automation
Auto Monthly Fees - Agency setting to claim for current month or prior month
We are now able to offer agencies the option to choose whether the automated claims for monthly fees which are processed on the 1st day of the month are for the current month or for the prior month.
- 1st day of the month - claim for the current month. Eg 01 March 2024, claim is for March 2024
- 1st day of the month - claim for the prior month. Eg 01 March 2024, claim is for February 2024
For Plan Management fee claims made on the 1st day for the current month, the service dates will be for ONE day only. They will show as:
Support Start Date: 1st/mm/yyyy
Support End Date: 1st/mm/yyyy
For Plan Management fee claims made on the 1st day for the prior month, the service dates will be for the full month:
Support Start Date: 1st/mm/yyyy
Support End Date: last/mm/yyyy
If you would like to switch to have the automated claim of your Plan Management fees process for the prior month, please email support@credsys.com.au
Approvals
Approval Automation Options
We are now able to offer agencies some flexibility in how claims sent for approval are handled if the approval time expires with NO action taken.
The default setting is for claims to auto approve and submit to the NDIS (unless they are Held for Review) at the end of the approval period.
If no action is taken by the approver, an agency can opt to have claims:
- Auto Approve
- Auto Reject
- New status - Approval_not_actioned - the claim will then sit in the Claims with Issues list.
If you would like to change from the current default setting please email support@credsys.com.au
The selected setting will apply to ALL approval requests handled by the agency.
Change to wording of an approved or rejected claim
When a claim has already been either rejected or approved and the selected Approver visits the claim Details page via the approval link, the text displayed has been updated to make the message clearer:
This claim has already been <APPROVED><REJECTED>. No further action is required or possible on this claim
Monthly Plan Reports (Statements) - multiple Plans
When a Plan ends and a new Plan starts during a single calendar month two reports will be generated and emailed via separate email: one for the ended plan; and one for the new Plan.
The transactions cannot be combined into one report as they relate to different Plans.
Filter Claims - SC and Carer
Support Coordinators and Carer users now have access to the Search and Advanced Search fields when viewing Claims. They can also sort by Column Heading and can download an export file (.csv) of claim data.
Email Updates
Account Lock Notification
If a User is locked out of their account due to too many failed login attempts an email will be generated and sent to them.
Budget Warning Emails to include % of time passed on Plan
Budget Warning emails will include a merge field to display the % of time that has passed on the Plan. This will give the recipient an easy comparison with the % spent.
Previous release: v2.5.2.0 - Release date: 4th November