Claims

Step by step

1. 1

   Choose the Month in the Period-end run and select Close actuals. This locks delivered services and travel for the month so the amounts stop changing.

2. 2

   Select Total care management. Care management logged with time and a rate is claimed from your pooled care management account, not from the participant's budget.

3. 3

   Select Record contributions and choose how participants pay, such as Invoiced to each participant. Their invoices are drafted later from the amounts Services Australia confirms.

4. 4

   Select Check and download under Download the claim file. Read the lines Left out of the file, and why, fix what you can, then download the file.

5. 5

   In the Aged Care Provider Portal, choose Create invoice, then Import CSV and pick the file. Check the lines, Submit the invoice, then choose Claim current invoices.

6. 6

   When Services Australia pays, download the payment statement from the Provider Portal and select Upload statement. You can also enter the amount paid and select Record amount paid.

7. 7

   Review the reconciliation: claimed against paid for each participant, statement lines that match no visit, and the contribution invoices drafted as a result.

8. 8

   Check Claim runs for each Claim by date and any variance between Claimed and Paid. Correct a rejected claim and lodge it again.

The screen