Step 1 - Setup
In this first step, users select the date they wish to claim up to. Eziplan will determine the start of the quarter based on the Claim Date and create a claim range from the start of the quarter up to the selected date.
Claims always begin at the start of the quarter to ensure that any additional services or supplier invoices added after a previous claim—but still within the same quarter—are captured.
If you are in a new quarter and need to claim for the previous quarter (e.g. it is 5 January 2026 but you are claiming for the Nov–Dec 2025 quarter), select the end date of the previous quarter (e.g. 31/12/2025).
Within this step you are also able to split out different NAPSID's from your claim file. This is important to do if you have different NAPSID's for Support at Home as PRODA requires separate uploads.
If you leave this field blank, ALL clients will be included
Step 2 - Review
Step 2 is a review screen where you can preview how many appointments and third-party invoice lines will be included in the claim. The filtering criteria are shown on the screen to help you cross-check if needed.
Step 3 - Details
Eziplan will then generate a draft claim with statistics for your review.
Total Items: The number of items included in this claim file
Valid Items: The number of items that are claim ready for PRODA
Items with Errors: The number of items that have some errors that will need to be reviewed before claiming to PRODA
Ignored Items: The number of items that have not been included with the claim
We will cover editing and finalising your claim in our next article which can be found here