Plan Management
Review Queues
/plan-management?view=queues8 stepsTwo work lists behind one screen. Intake holds provider emails Rostery could not process on its own, and Notifications holds tasks with a response target. Plan managers work through them in order, fixing the cause named on each item rather than hunting through the register.
Step by step
- 1
Open Review Queues and choose the Intake tab for emails that could not be processed automatically, or the Notifications tab for tasks with a response target.
- 2
On Intake, filter by state, such as Held for review or Not an invoice, or by hold reason, such as Participant not in system or Same name.
- 3
Open an item to see Why it is held and the next step that clears it, along with the email trail, the attachment and what was extracted from it.
- 4
Select Link this participant on a suggestion, or Link another participant to search by name or NDIS number. Confirm the NDIS number first when two people share a name.
- 5
Select Rescan once the cause is fixed, for example after adding the participant. Rescan all rechecks every held item and tells you how many now match.
- 6
If the email is a statement, remittance, marketing or a query, select Not an invoice and note why. The email is kept either way.
- 7
On Notifications, filter by Open, Resolved or All, by owner and by target, such as Overdue or Due today. Open a task and select Open to go to the linked record.
- 8
Assign the task to someone if needed, write a Resolution note describing what was done and select Resolve. Tick several tasks to resolve them together with one note.
The screen
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