Before you start...
Setting up the HICAPS Digital Claims integration is essential prior to processing any payments or claims for NDIS via HICAPS Digital Claims.
The HICAPS NDIS Plan Managed integration allows you to submit claims to NDIS Global Plan Managers.
Adding Claimable Services and Classes
Once HICAPS Digital Claims is linked to Nookal, Services, Classes, Inventory and Passes will need to be set as Claimable.
1. Go to Setup > Items > Services.
2. Click on the Service to open the details page.
3. Tick Enable Integrations if not already ticked.
4. Tick Enabled next to NDIS.
Important!
Enable Integrations needs to be ticked for the item to be able to claim it with HICAPS Digital Claims.
5. Click Save Changes.
6. Repeat for all claimable Services, Classes, Inventory and Passes.
7. Once the items are set as claimable, go back to Setup > Connections > Integrations > HICAPS Digital Claims > Configure.
8. Click on the relevant NDIS tab and add the specific NDIS Codes for each item claimable with NDIS.
9. Once all the codes are added, click Save Custom Codes.
Submitting NDIS Plan Managed Claims
1. In the Diary, open the booking and click Generate Invoice.
2. Edit or add items if required and click the Pay Via button and select HICAPS from the bottom of the invoice.
3. Select NDIS Plan Managed.
4. Click Setup to expand the section in which some required NDIS claiming details will be pre-filled from information in Nookal.
5. Enter or edit any missing or inaccurate information.
The Client's Patient Membership No. will automatically populate if this has been added into the NDIS Field in the Clients > Health section.
Please note that any other details will need to be entered manually for the first claim for each client.
These NDIS details will then be saved for all future claims.
6. By default, if a Third Party Payer is set on the Case, the Plan Manager will be set to Other with the Plan Manager Email and Name pre-filled.
7. You can optionally select the Plan Manager from the list of Global Plan Managers under the Plan Manager drop-down.
Hot Tips
You can also choose a different plan manager than one from the Third Party Payer or the list of Global Plan Managers.
To do this, select Other and manually enter the Plan Manager Email and Plan Manager Name prior to submitting the claim. When doing this, you will be presented with the option to change the Third Party Payer in the Case, and the Invoice Payer to these new details.
If the contact doesn't exist in Nookal it will be created after submitting the claim.
8. Double check the correct items for claiming have been selected, and click Pay with HICAPS.
9. The invoice will be submitted to the NDIS Plan Manager and the status will be set as Sent. Any further correspondence will come directly from the Plan Manager.
Important!
The paid value of NDIS Global Plan Managed claims will not be shown on the HICAPS Report.
Discover more...
View a list of submitted claims and their statuses using the HICAPS Report via Reports > Financials > HICAPS. Click here for more information on how to use the HICAPS Report.
Hot Tips
Integrated Plan Managers are now available, click here for more information.