Funding Claim Form Requirements

PostedJune 29, 2022

UpdatedJune 30, 2022

ByNick

This section is to cover more advanced settings for Funding claim forms. This section will cover field setups and tagging of forms in order to alter or create funding claim forms for use within the system. Please do not edit or alter pre existing claim forms without first consulting your Data Captain.

The funding claim form itself requires two tags to be applied, these tags are as follows:

Funding
Claim

Mandatory Fields

The following fields must be configured for full funding claim support. Field labels can be adjusted to suit your needs.

Service Delivery Date or Service Delivery Start Date

Purpose: Specify when service was delivered to a client. Can be either a single delivery date or a date range when used in conjunction with Service Delivery End Date

Field type: Date
System Tags: date, claim, start

Service Item

Purpose: Specify service item to be claimed

Field type: Service Item (allow category selection: no)
System tags: service, product, identifier

Unit Amount

Purpose: Specify item-unit cost

Field type: Currency
System tags: unit, amount

Quantity

Purpose: Specify item quantity

Field type: Number (decimal)
Field validation: Regular Expression /^\d+(.\d{1,4})?$/ (limit input to four decimal places)
System tags: unit, quantity

Claim Total

Purpose: Specify total claim amount (should be the product of unit amount x quantity)

Field type: Currency
System tags: debit, amount

Claim Directly

Purpose: Specify if matching items can be claimed directly from the funding body

Field type: Checkbox (single)
System tags: exchange, claim, authorisation
Default value: {empty} or yes

Optional Fields

In addition to the common optional fields, the following fields will be used if configured correctly.

Service Delivery End Date

Purpose: Specify when service was delivered to the client. Can be optional

Field type: Date
System Tags: date, claim, end

Client No-show

Purpose: Specify that client failed to attend the appointment

Field type: Checkbox (single)
System Tags: client, event, absent

Funding Allocation Record Identifier

Purpose: Specify associated funding allocation record

Field type: Text
System Tags: funding, allocation, record, identifier

Service Classification (NDIS only)

Purpose: Apply NDIS-specific claim classification. Cancelled items will be attributed to ‘Other’ reason

Field type: Dropdown List (values: -, CANC, TRAN, REPW)
System tags: classification, secondary

Supplier (See supplier Records below)

Purpose: Specify associated claim supplier record

Field type: Lookup (value
System tags: company, name, claim

Funding claims can be utilised within single claim forms and allow Flowlogic to determine the correct path for invoice creation within the system. See Funding allocations for correct set up information.

Note: The COS Note & Claim Form follows the same principle and logic and should be configured accordingly.

Suppliers Records Setup (Optional)

If the supplier field is nominated it is essential that the “Suppliers” section be setup correctly.

Suppliers must be primary records. No form tags are required for these records.

Optional fields (for Suppliers form)

Supplier Business Number (ABN or ACN)

Purpose: Specify registered business number for statements and/or NDIS Plan Management claims

Field type: text
System tags: registered, business, number

Common Optional fields (for Suppliers form)

Service Item Category

Purpose: The display name of selected category or of a category associated with the selected item

Field type: Text
System tags: primary, service, classification, name

Service Item ID

Purpose: Display item ID

Field Type: Text
System tags: product, primary, identifier

Service Item Code

Purpose: Display item code

Field Type: Text
System tags: product, accounting, identifier

Unit of Measure

Purpose: Display item units

Field type: Text
System tags: product, unit