Claims Management
Override Funding Source in the Claims Management Dashboard
The Override Funding Source functionality allows you to replace the original funding source assigned to a claim line. Keywords: claims management dashboard, override funding source, funding source mismatch, invalid funding period, at hm funding ...
Uploading Multiple Payment Files to a Claim
You can now upload multiple payment files against a single claim. This supports scenarios where Services Australia issues supplementary or corrected payment files after the original (for example, when a previously rejected item is later paid). ...
How to use the Close Quarter Button
This topic explains how to use the Close Quarter button to calculate and roll over remaining SAH balances. Keywords: close quarter sah, support at home rollover, sah remaining balance, claims management carevision, finalize period, statement periods ...
How to Roll Over HCP Unspent Funds
This topic describes how to roll over HCP unspent funds, including where to view updated balances in the client profile. Keywords: hcp unspent funds, rollover hcp funds, finalize period, statement periods management, claims management, funding ...
How to Roll Over Funding Sources for a New Quarter
This topic describes how to roll over funding sources to generate funding for the next quarter. Keywords: rollover funding sources, funding source generation, quarterly funding rollover, carevision funding, statement period management, client funding ...
How to Finalize a Period
Finalizing a period is a process where all claims are processed and CareVision and Services Australia data has been reconciled, after which the period is locked and ready for funding source generation and rollovers. This topic describes how to ...
Claims Management
The Claims Management Dashboard allows you to manage, review, and reconcile Support at Home claims against Services Australia payment statements. It supports the claiming workflow, from uploading payment statements and reviewing variances to ...