How to access a draft claim

To access a draft claim you will need to navigate to the Support at Home Claims section:

Once inside you can then select on the relevant claim you want to view:

Once inside the claims module you will see a popout with all claim information displayed on the screen:

The headers of the claim can be used to help identify and fix any errors:

• Ref - Appointment or Supplier Invoice Item Line reference

• Origin - Appointment or Supplier Invoice

• Client Name

• Date - Date of Appointment or Date of Service on Invoice Line item

• SaH Service - The Support at Home Service that will be claimed

• SaH Wrap - if applicable the Wrap that has been associated with the Invoice Line Item

• SaH Item - if applicable the Item that has been associated with the Invoice Line Item

• Amount - How much is being claimed

• Budget - Has the system found a corresponding client budget

• Valid - is this claim line valid and ready for claiming

• Error - if the claim line is not valid what is the reason

• Investigate - A link to where Eziplan is suggesting a fix 

• ⊘ - Ignore button (see fixing errors section below)

• 🗑️ - Delete line (see fixing errors section below)

Fixing Errors

When you create a claim you might come across a variety of errors that have been put in place to avoid failed claims when loading into PRODA. The claims module is designed to help you quickly identify and resolve issues within the one screen. 

In order to fix errors providers will have 4 options to choose from:

1. Delete the claim:
   Until the claim is finalised users are able to delete a claim and start from scratch. To delete a claim click on the delete icon in the bottom left of the page:

2. Fix the error:

Providers will need to use the information and tools provided as part of the claims module to identify and fix errors. 

In the claims module there are 3 sections that will help you identify and resolve issues:

• Error Column
  The error column will display the errors that are causing the claim line item to fail. For a list of errors see the section below

• Ref. Column
  The Ref. column is hyperlinked to where the claim item came from. For appointments it will take you straight to the Appointment - for Supplier Invoice Item Lines it will take you to the Supplier Invoice it came from

• Investigate
  Depending on the error, Eziplan will link users to different sections. This link is a suggestion and may not be the root cause of the issue. 
  
  As an example"No matching billing rule found for service/ budget / price plan revision combination" might have multiple causes. 
  
  Eziplan will link users to the clients budget assuming that the clients budget is missing a service. However what could have also happened is the client was rostered onto the wrong service type and as such the user needs to go to the appointment and modify the Service Type to the correct one as listed on the budget. 

3. Delete the claim row

If users are unsure what the correct fix is for a certain claim row but do not have the time to fix the error now, they can delete the row from this claim.

Whilst this will remove the row from this current claim, the claim item will be included in any future claims within the same date range. 

4. Ignore claim row

If a mistake has been made previously and this claim item should never be claimed for, users can use the Ignore claim button to remove the claim row from this claim and ALL future claims. 

If users make a mistake and ignore a row by mistake they can delete the row BEFORE finalising and the claim item will be included in future claims. 

Error List