Reclaiming Invoices and Invoice Line Items

The Maica solution automates the claiming for funds process from the NDIS via a direct connection to its digital systems (APIs); at times, some claims may be short-paid due to a number of reasons, such as insufficient funds, incorrect unit-level rates, etc. Maica’s reclaiming console provides for the ability to reclaim funds that have not been received yet by following the steps outlined below:

1. Open any applicable Salesforce list view on the Invoice object

2. Select the relevant Invoice records to be reclaimed

3. Click the Claim Management button (as shown below)

The Claim Management console will show all selected Invoice records and make any Invoice Line Item available for selection for which an outstanding financial amount is available for reclaiming. To connect to the NDIS systems and submit the reclaiming Invoice Line Items, follow the steps outlined below:

1. Select the Invoice Line Items to be reclaimed (the total amount will be shown at the bottom of the screen)

2. Check I would like to confirm...

3. Click the Submit button - the reclaim will now be submitted to the NDIS digital systems and results represented on the associated Payment Request record(s)