Produce the HCP Claim File

Produce the HCP Claim File

If you offer Home Care Package services, each month you will need to complete your submission of the HCP Claim File to receive payment for services delivered. 

To produce the HCP Claim File for the month you can use the HCP Claim File Export available on the Settings > Export Page of the portal. 

When you produce this file it is based off the same processing engine for the invoice outputs so it will be in line with your invoiced amounts for the month. 

It is important that when you process your invoices and the HCP claim file that you use the same settings / options to produce the export to ensure that the claim is in line invoice exports for the period. 

Steps to produce the claim file
  1. navigate to Settings Exports 

Create export preferences - organisational list can be set up and reused regularly - Insert image of export preference section

 

To set up preference

Set up export type - HCP claim file

  1. Select the start of the month you want to claim for 
  2. Select the end of the period as the first day of the next month as it is an exclusive date 
  3. Depending on your organisations processing patters you may wish to set an adjustment period override to ensure the changes you have made in the first few days of the next month are picked up in the claim file 
  4. Depending on your organisations processing patterns you may wish to select approved items only, and the limit to outlet id of HCP to just include HCP funded services in the claim file
  5. Most organisations do use 'per booking applied billing rates' 
  6. The format will be in CSV and the output is explained in the table below



If a claim file has been generated you can cancel or continue the export






You can now see a button to view billing export history.

 

Refresh to see success in the status

 

Select the drop down to review information of the exported file



The exporting processing in the back ground.

If you have multiple outlet ID's you can continue to request the next outlet ID to export


Each time you process an export when there are others pending you will be prompted to either cancel or continue processing

 

Now that you have a preference saved you will see Periods able to be selected for the claims


Select the print icon to download the file and view the date prior to uploading to services Australia


Item
Description
ServiceNapsID
Your organisation ID this is set on the General Configurations for your Organisation. 
ClaimYearMonth
The Month and Year of the Claim this is based on the Start Date of the export that you have run
careRecipientID
This is the Aged Care ID for your client from their detailed profile 
FamilyName
The clients family name from their detailed profile
GivenName
The Clients first name from their detailed profile
Amount
The sum of 
  1. All Funds Out Fees for the period 
  2. All Services 
  3. All Travel
  4. All Purchases / Manual Line Items 
Based on the settings used for the export
SubmissionStatus
This is blank but required by the department for submissions 



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