Enhancements to Direct Bulk Payment Requests (BPRs)
A major focus of SupportAbility's development roadmap for the first half of 2020 is on developing enhancements to Bulk Payment Requests (BPRs) for Direct Services.
Our conversations with providers over the last twelve months have highlighted the difficulties being experienced when claims are rejected by the portal. The first major project to assist in this area was the introduction of a new 'Plan Review' feature in SupportAbility v6.11 (October 2019).
Our goal over the next six months is to deliver the ability for providers to:
- automatically identify the claim status i.e. accepted or rejected by providing the facility to import the results file provided by the myplace provider portal following submission of a Bulk Payment Request (BPR)
- choose a course of action for any rejected claim items e.g. retry, amend, or cancel
- only include successfully claimed Supports in Invoice Batches to ensure that accounts receivable aligns perfectly with the expected payment amount
These changes are being made to improve the quality & accuracy of the data included in and produced by SupportAbility. This project will ensure that Client Funding Statements & Utilisation data for NDIA-managed Supports reflect the correct amounts.
Audience: Authorised Representatives, Executive Management and Finance Team
Due to the extent of this development project, a phased approach is being taken in order to reduce the impact on providers and to assist with change management.
The upgrade to SupportAbility v6.14 (January 28th, 2020), saw the release of the first phase of this development project, whereby the workflow for generating NDIS BPRs was separated for Direct and Plan Management Services.
The recent upgrade to SupportAbility v6.16 (March 19th, 2020), saw the release of the second phase of this development project and involved several key changes including:
- A new Finance menu is available from the Dashboard for Staff with the required privileges including all finance-related functions i.e. Bulk Payment Requests, Invoice Batches and Time Sheet Batches
- The workflow for generating NDIS Direct Bulk Payment Requests (BPRs) was changed as a first step towards the ability to identify and process rejected claims:
- Direct BPRs are now generated prior to Invoice Batches (for the NDIA)
- Direct BPRs now include NDIS Support Allocations from Signed Off Activities, rather than NDIA Invoices
- Invoice Batches for the NDIA can then be generated following the creation of a BPR from the ‘View Direct BPR’ page (as required).
N.B. The process for generating Invoice Batches for Self Managed and Plan Managed Clients remains the same.
Phase Three is expected in the upgrade to SupportAbility v7 (release date TBC) and involves processing myplace provider portal rejections:
Phase Three allows providers to import the Bulk Payment File (BPF) which is the results file produced by the myplace provider portal after submitting a Bulk Payment Request. The BPF identifies which Payment Request Items were claimed successfully and which Items were rejected due to errors. Once the BPF has been imported into SupportAbility, any rejected NDIS Support Allocations are identified, and providers will be able to take one of the following actions:
- Retry the Payment Request Item: The retry method would be used for errors that can be fixed in the myplace provider portal such issues with a Service Booking. In such a case, the provider could create a new Service Booking or adjust an existing Service Booking in the portal to fix the issue and then request that SupportAbility retries the rejected claim for example.
- Cancel the Payment Request Item: This facility cancels the rejected NDIS Support Allocation to stop any future attempts to claim the item. This action would be taken in the case of Payment Request Item that were rejected due to insufficient funds on the Service Booking for example.
Once all of the rejected Payment Request Items have been processed, Direct Invoices can then be created (from the BPR) as required. Using this workflow will ensure that Invoices exported to the finance system only include NDIA-managed Supports that have been successfully claimed. This guarantees that Invoices provide an exact representation of payment expected from the NDIA.
From here, the next part of this development project is 'Phase Four: Adjusting myplace provider portal rejections'. Phase Four allows providers to adjust any Payment Request Items rejected by the portal, as well as a new System Preferences setting to allow providers to specify the type of Invoice Batch produced for the NDIA i.e. combined or separate.
For more information regarding this, please review the SupportAbility Roadmap article linked below.