BPR Rejected Claim Action - Retry

When a BPR is generated, each Allocation has 'No Claim Status'. This is to allow for the Claim Status to be updated, based on the results of the Bulk Payment Request submission to the myplace provider portal. 

The Claim Status of each Allocation is updated automatically following the Bulk Payment Results File (BPRF) downloaded from the myplace provider portal, being uploaded to SupportAbility. The BPR is updated to reflect which Allocations were successful, displayed as Accepted along with the exact value that has been paid, and those that have encountered an error are displayed as Rejected along with the reason for this. Alternatively, the BPR Claim Status may be updated manually as required. 

When a BPR contains Allocations with the Claim Status of 'Rejected', corrective action may be taken by choosing to either 'Retry' or 'Cancel' the claim. Processing a Rejection for 'Retry' makes the Allocation available for inclusion again in a future BPR, following the required action being taken outside of SupportAbility to correct this e.g. creating a Service Booking. Processing a Rejected Claim as a 'Retry' results in the Allocation being added as a new Payment Request item with a new Claim Reference number when included in a subsequent BPR.

BPR Rejected Claim Action - Retry
10:05
0:35

#wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset{font-size:14px;} #wistia_chrome_139 #wistia_grid_145_wrapper div.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper span.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper ul.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper li.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper label.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper button.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper img.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper a.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper svg.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper p.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper a.w-css-reset{border:0;} #wistia_chrome_139 #wistia_grid_145_wrapper h1.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:2em;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper h2.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:1.5em;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper h3.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:1.17em;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper p.w-css-reset{margin:1.4em 0;} #wistia_chrome_139 #wistia_grid_145_wrapper a.w-css-reset{display:inline;} #wistia_chrome_139 #wistia_grid_145_wrapper span.w-css-reset{display:inline;} #wistia_chrome_139 #wistia_grid_145_wrapper svg.w-css-reset{display:inline;} #wistia_chrome_139 #wistia_grid_145_wrapper ul.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_139 #wistia_grid_145_wrapper ol.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_139 #wistia_grid_145_wrapper li.w-css-reset{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_139 #wistia_grid_145_wrapper ul:before.w-css-reset{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper ol:before.w-css-reset{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper li:before.w-css-reset{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper ul:after.w-css-reset{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper ol:after.w-css-reset{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper li:after.w-css-reset{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper label.w-css-reset{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;float:none;outline:none} #wistia_chrome_139 #wistia_grid_145_wrapper button.w-css-reset{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;border:0;border-radius:0;outline:none;position:static} #wistia_chrome_139 #wistia_grid_145_wrapper img.w-css-reset{border:0;display:inline-block;vertical-align:top;border-radius:0;outline:none;position:static} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset button::-moz-focus-inner{border: 0;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree {font-size:14px;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree div{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree span{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ul{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree li{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree label{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree button{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree img{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree a{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree svg{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree p{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree a{border:0;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree h1{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:2em;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree h2{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:1.5em;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree h3{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:1.17em;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree p{margin:1.4em 0;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree a{display:inline;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree span{display:inline;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree svg{display:inline;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ul{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ol{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree li{box-sizing:inherit;box-shadow:none;color:inherit;display:block;float:none;font:inherit;font-family:inherit;font-style:normal;font-weight:normal;font-size:inherit;letter-spacing:0;line-height:inherit;margin:0;max-height:none;max-width:none;min-height:0;min-width:0;padding:0;position:static;text-decoration:none;text-transform:none;text-shadow:none;transition:none;word-wrap:normal;-webkit-tap-highlight-color:rgba(0,0,0,0);-webkit-user-select:none;-webkit-font-smoothing:antialiased;list-style-type:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ul:before{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ol:before{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree li:before{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ul:after{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree ol:after{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree li:after{display:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree label{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;float:none;outline:none} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree button{background-attachment:scroll;background-color:transparent;background-image:none;background-position:0 0;background-repeat:no-repeat;background-size:100% 100%;border:0;border-radius:0;outline:none;position:static} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree img{border:0;display:inline-block;vertical-align:top;border-radius:0;outline:none;position:static} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-tree button::-moz-focus-inner{border: 0;} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-max-width-none-important{max-width:none!important} #wistia_chrome_139 #wistia_grid_145_wrapper .w-css-reset-button-important{border-radius:0!important;color:#fff!important;}

#wistia_grid_145_wrapper{-moz-box-sizing:content-box;-webkit-box-sizing:content-box;box-sizing:content-box;font-family:Arial,sans-serif;font-size:14px;height:100%;position:relative;text-align:left;width:100%;} #wistia_grid_145_wrapper *{-moz-box-sizing:content-box;-webkit-box-sizing:content-box;box-sizing:content-box;} #wistia_grid_145_above{position:relative;} #wistia_grid_145_main{display:block;height:100%;position:relative;} #wistia_grid_145_behind{height:100%;left:0;position:absolute;top:0;width:100%;} #wistia_grid_145_center{height:100%;overflow:hidden;position:relative;width:100%;} #wistia_grid_145_front{display:none;height:100%;left:0;position:absolute;top:0;width:100%;} #wistia_grid_145_top_inside{position:absolute;left:0;top:0;width:100%;} #wistia_grid_145_top{width:100%;position:absolute;bottom:0;left:0;} #wistia_grid_145_bottom_inside{position:absolute;left:0;bottom:0;width:100%;} #wistia_grid_145_bottom{width:100%;position:absolute;top:0;left:0;} #wistia_grid_145_left_inside{height:100%;position:absolute;left:0;top:0;} #wistia_grid_145_left{height:100%;position:absolute;right:0;top:0;} #wistia_grid_145_right_inside{height:100%;right:0;position:absolute;top:0;} #wistia_grid_145_right{height:100%;left:0;position:absolute;top:0;} #wistia_grid_145_below{position:relative;}

An overview of this new functionality is available in the above video, which will be available in the new 'NDIS Bulk Payment Request' section of the Finance tab in the Learning Centre also, following the upgrade to SupportAbility v7.

This article discusses the two-step 'Retry' BPR Rejected Claim Action process in detail, including an Allocation available for Retry in a subsequent BPR or Direct Invoice Batch, how the Retry Processing Status information appears in the Activity record, as well as how to search for Allocations in this state. 

Please note that the included scenarios in this article have been created to demonstrate this functionality only and are not based on real examples from the myplace provider portal. 

Audience: Authorised Representatives, Finance Team


Summary

The following list summarises the content within this article. Click on the links below to take you to the relevant sections:


Marking a Rejected Allocation for Retry

Processing a Rejected Allocation for Retry is a two-step process: 

Rejected Allocation > Mark for Retry > Process Action (Retry)

The required Allocation/s must first be 'Marked' for the intended Rejected Claim Action, before being Processed. This is to ensure that any corrective action can be taken outside of SupportAbility as required before the Retry is processed. For example, you may be awaiting the return of a signed Service Agreement, or to create or update a Service Booking before the Allocation is ready to be included again in the next BPR. 

The Notes field can be used to track these changes and communicate the status of an Allocation internally, including important information regarding action required for example. Once the Retry has been processed, the information entered here populates next to the Allocation in the subsequent BPR. More on this has been outlined further below. 

To mark a Rejected Allocation for Retry, select the required Rejected Allocation/s in the BPR: 

Navigate to the Bulk Actions menu and select 'Mark for Retry':

Noting that the number of Allocations selected is displayed at the bottom of the page for reference e.g. 2 selected of 17. 

Once selected, the Processing Status of these Rejected Allocations is updated to 'Marked for Retry'

It is important to note that the Totals section of the BPR continues to show the value of these Rejected Allocations and any other Rejected Allocations as 'Pending Action' until the Rejection Action is processed: 

The value of the Rejected Allocations Marked for Retry e.g. $200.28 will move to 'Retry' once this has been processed as outlined below. 

To remove this Pending Action i.e. 'Marked for Retry', navigate to the Bulk Actions menu and select 'Remove Action' from the Rejected Claim Actions section: 

This can be removed and the Rejected Allocation reverted to 'Pending Action' up until the Retry is processed as outlined below. 

Return to Summary


Processing a Rejected Allocation for Retry

To process Rejected Allocations for Retry once they have been marked as such, navigate to the Bulk Actions menu and select 'Process Action' under the Rejected Claim Actions section: 

It is important to note that this change cannot be undone and these Allocations will be available again for inclusion in a subsequent BPR, or Direct Invoice Batch (when the FPM in the Client's Funding has been changed) following this action being processed. It is therefore only recommended to process this action when you are ready to include these Allocations again in the subsequent Finance process, once the Service Booking has been created or updated for example. 

A confirmation modal will appear asking you to confirm you wish to process this action:

Once 'Confirm' is selected, the Allocations are now in a state of 'Retry' and are no longer available for selection in this BPR due to this: 

The Totals section of the BPR now shows the value of these Rejected Allocations as 'Retry' now that the Rejection Action has been processed: 


Return to Summary


Including an Allocation available for Retry in a subsequent BPR

Processing a Rejected Claim as a 'Retry' results in the Allocation being added as a new Payment Request item when included in a subsequent BPR.

When generating a BPR, the following amber warning advises when Allocations are included which are in a state of 'Retry': 

Allowing you to Filter the Allocations list to show these Allocations only by selecting the 'Allocations' link:

Note that this filters the Allocations list by adding a shortcut to the search bar, in this case 'is:retried' (as per the above screenshot). Simply select the 'x' to the right of this, to clear the Filter Allocations search to view all of the Allocations again. 

When an Allocation available for Retry is included, the 'BPR Rejection Reason' is displayed for reference, along with any 'Notes' that had been added internally to communicate information regarding this: 

For example, in this case, it is important that a Service Booking is created before the Allocations are included in a subsequent BPR to avoid resulting in an error again. 

It is important to ensure that the required action has been taken outside of SupportAbility so that an error is not encountered again e.g. the Service Booking has been created or updated. When you are ready to Retry these Allocations, select them for inclusion in the BPR.

Once these Allocations are included in a BPR, the previous BPR Rejection Reason and Notes are no longer displayed and the Allocations are added as new Payment Request items with a new Claim Reference number to uniquely identify each claim: 

Return to Summary


Including an Allocation awaiting Retry in a subsequent Direct Invoice Batch (when the FPM has changed)  

If the Financial Plan Manager (FPM, i.e. the party responsible for paying the invoice for the Supports delivered) has changed since the claim was Rejected, or if the Rejection occurred due to this, by processing the Allocation for Retry, then updating the FPM to the correct party in the Client's NDIS Direct Funding record, before it is included in a subsequent BPR:

For example, to their new Plan Manager, 'Plan Management 'R' Us': 

Means these Allocations will be available to Invoice as part of the next Direct Invoice Batch: 

Given they now need to be Invoiced to the Client's Plan Manager.

Return to Summary


Retry Processing Status information in the Activity record

When the NDIS Support Allocation window is opened in the related Activity record, the BPR Status column shows that this Allocation is in a state of Retry: 

Including a link to the most recent BPR it has been included in. For example, the above Allocation is yet to be included in a subsequent BPR, therefore, the BPR it originated from #25 is linked here for reference. Once it is included in a subsequent BPR or Direct Invoice Batch, only the latest BPR Status and Invoicing information will be displayed here. 

N.B. Only Staff Members with the 'View Financial Information' Staff Account privilege can see the Price, Value, BPR Status and Invoicing columns. 


Return to Summary


Searching for Allocations that are 'Marked for Retry' or 'Retry'

To search for Allocations that are either 'Marked for Retry' or in a state of 'Retry', navigate to the Finance menu and select 'Allocations Report': 

Select the relevant options from the 'BPR Processing Status' criterion in the NDIA Managed section of the report along with any other relevant criteria:

Select 'Generate Report' for a list of results of any Allocations with the BPR Status of either 'Marked for Retry' or in a state of 'Retry': 

N.B. The BPR Status and Finance columns list the most up-to-date information i.e. the latest BPR and/or Invoice Batch the Allocation is included in. Multiple results are not listed for an Allocation that has had a Retry i.e. only the one Allocation is displayed with the latest processing information.

The results include a link to the related Activity, Client Funding record, BPR and Invoice Batch this is associated with also where relevant.

Return to Summary

Still need help? Contact Us Contact Us