Plan Management
The full plan-management cycle: provider invoice in, participant approval, NDIA claim out, payment reconciled, provider paid.
15 guides · 53 steps · 17 screenshots
PM Dashboard
The state of the plan-management book: invoices waiting, claims out, money in, anything stuck.
Service Entry
Where a provider’s invoice becomes claimable lines. What is entered here is what the NDIA eventually receives, so it is the most consequential data entry in plan management.
Invoice Entry
The invoice register: everything received, its status and what it is waiting on.
Review Queues
Invoices grouped by what is blocking them, so you work a queue rather than hunt.
Participants
Plan-managed participants, their plans, funding and portal access.
NDIA Claims
Claim batches, and the bulk-upload file you give the NDIA. This is the step that turns approved invoices into money.
Reconcile
Matching what the NDIA actually paid against what you claimed — the step that finds the money you did not receive.
Provider Payments
Paying providers for invoices the NDIA has already reimbursed, as a bank file. The last step in the cycle, and the one with real money in it.
Providers
The providers you pay: their ABN, their bank details, and whether anyone has verified that those details are really theirs.
Statements
Participant statements: funding, spend and remaining balance.
Powerview
A single board of the numbers that matter across plan management.
PM Reports
The plan-management report set — pipeline, oversight, missing evidence, budget reconciliation.
Registers
The registers an auditor asks for: invoices, participants, providers, funding plans.
Downloads
Every file Rostery has generated — claim files, ABA files, statements — kept so you can prove what you sent.
PM Settings
Claiming settings, fees, accounting export, bank details and email templates.