View Claims for any participant associated with your Planability account
You can view any claim that has been entered into Planabilty for any Participant associated with your own Planability account.
View All Claims
Select Claims from the left menu.
Refine your view by using the Search Options - search by Participant; Provider; Claim Status; Payment Status; Invoice Number; and Date (Create Date / Invoice Date / Submit Date / Service Date).
Note: The Date fields will default to show 1 month of invoices. You can extend the period by changing the Date From or Date To fields. If you cannot find a claim you expect to see, please check the Date selection fields to include older invoices.
The Advanced Search Options allow you to search for claims that include a particular Support Category or Support Item:
What do all the Columns mean?
You can click on a Column Header to sort by column and you can download a .csv file of all the invoices displayed. Change the Date Range to include older invoices if required.
Invoice number: click to view the claim details
Plan ID: click to view the Plan Budget Summary report
Participant: click to view the Participant Details page.
Invoice Date: the date of the invoice
Submit Date: the date the claim was submitted to NDIS
Beneficiary: Provider or Participant
Provider: the company who provided the service
Total Amount: the total $ amount in the claim
Status: The Status of the claim (see below)
Payment Status: the Status of the payment to the beneficiary (see below)
Understand your claim status
Claims or Invoices may show different Status' in Planability.
- Pending Approval: the claim has been sent for approval to an elected approver
- Approved: the claim has been approved, but not yet submitted to NDIS
- Submitted: the claim has been submitted to NDIS but not yet paid
- NDIS Paid: the claim has been paid by NDIS
- NDIS Paid Override: the claim has a cancelled or rejected support item and has been enabled for payment to the Beneficiary
- Rejected: the claim has been rejected
- Cancelled: the claim has been cancelled by your Plan Manager
Payment Status:
- Pending: payment to the beneficiary is awaiting payment. The Agency has not yet receive payment from the NDIS and so the claim is not yet Payable.
- Payable: NDIS have paid the claim. The amount can now be paid to the beneficiary
- Paid: the beneficiary has been paid
Next: View a Claim