Alerts & Validation
When entering Invoices and Claiming from the NDIS there are a number of rules and tricky validations to watch out for. Staying across all of them is difficult, so we have helped out!
Last updated
When entering Invoices and Claiming from the NDIS there are a number of rules and tricky validations to watch out for. Staying across all of them is difficult, so we have helped out!
Last updated
If you have a team of staff entering Invoices, there is always the possibility that the same Invoice could be entered multiple times by different users. Not with Maica!
Maica has validation in place to ensure that the same Provider Invoice cannot be added and duplicated via the Invoice Entry component. At the point of entry, Maica validates the following fields to look for an existing Invoice:
Provider
Participant
Invoice Number
If an existing Invoice is found, the following modal will be displayed to alert the user:
Once a Participant has been selected, their Active Plan information is displayed in a handy info panel directly below so you can start to understand the budget position whilst submitting the Invoice.
The criteria for displaying the Plan Info panel is:
Funding Structure = Plan Managed (set on the Invoice Entry top line)
AND Participant has an Active Plan (Plan__c.Active__c = TRUE)
The Plan panel shows:
Total Invoiced = Total Amount of the Invoice records where:
Status = 'Claimed' OR 'To Be Paid' OR 'Partially Paid' OR 'Fully Paid'
Invoice_Date__c = THIS CALENDAR YEAR
Total Approved = Active Plan Total_Approved__c
Total Approved Percentage = Total Invoiced / Total Approved
Maica enforces the following validation based on the Funding Structure selected at the top level of the Invoice Entry process.
Where you have selected Plan Managed for the Funding Structure, only those Support Categories and Support Items defined in the Participant's Service Booking record(s) are displayed and available for selection in the drop down lists. This is to prevent any incorrect Invoice records being submitted for the Participant.
For example: If you are trying to add an Invoice for Level 1: Support Connection (07_001_0106_8_3), the Participant must have a Service Booking that provides funding for the Support Coordination (07, Capacity Building) Support Category. Without this, the Support Category drop down list will not include Support Coordination for selection.
When selecting Self Funded for the Funding Structure, all Support Categories will be displayed and available when entering Invoice Line Items regardless of an associated Service Booking. This effectively opens up the Invoice to select any Support Category and Support Item needed.
It is common within the NDIS that services will be delivered outside of 'traditional' business hours, meaning that you will very likely receive Invoices referencing Support Items delivered on a Saturday or Sunday.
From an Invoice entry and Claiming point of view, Weekend services attract a higher price and furthermore, Payment Request records are validated to ensure that the correct Support Items are being claimed based on the day of the week. Essentially this means that you cannot claim for a Weekend Support Item on a Weekday and vice versa.
The example below provides a practical example using the Group Activities In The Community - 1:3 - Standard bundle of Support Items.
04_120_0136_6_1 - Group Activities In The Community - 1:3 - Standard - Weekday Daytime
This product is only valid for services delivered Monday to Friday
04_121_0136_6_1 - Group Activities In The Community - 1:3 - Standard - Saturday
This product is only valid for services delivered on a Saturday
04_122_0136_6_1 - Group Activities In The Community - 1:3 - Standard - Sunday
This product is only valid for services delivered on a Sunday
Now, how does Maica support the validation described above? It is quite simple really. As soon as you select the Service Date for your Invoice Line Item, Maica understands the day of the week and uses this to filter the list of Products presented in the Support Item drop down.
The logic applied is per the below:
If the selected Service Date is between Monday to Friday, only Support Items where the Product Service Day attribute = Weekday OR Anytime will be displayed
If the selected Service Date is a Saturday, only Support Items where the Product Service Day attribute = Saturday OR Anytime will be displayed
If the selected Service Date is a Sunday, only Support Items where the Product Service Day attribute = Sunday OR Anytime will be displayed
Support Item (Product) Configuration
As mentioned above, the Service Day field on the Product record is referenced in the Day of Week validation. Please note: this value is set via the PRODA integration and you do not need to manually set or manage this value.
Building on the Day of the Week validation described above, Maica and the Invoice Entry functionality also handle the validation for Public Holidays! Similarly to Weekend Support Items, the NDIS Support Catalogue also contains Products specific to Public Holidays where a higher rate applies.
In order to enable this validation, simply create the appropriate Holiday records via the standard Salesforce Holidays setting. This can be accessed by going to Setup and typing Holidays in the Quick Find. Maica supports both State Based and National Holidays.
In order to work with Maica, the Holiday records need to be created in a specific way:
In order to create a State specific Holiday, simply ensure that you include both the Short and Long State Suffix from the table below
For example: to create a Victorian only Holiday for the Melbourne Cup on 01/11/2022, you need to use the following Holiday Name: Melbourne Cup (VIC) (Victoria)
In order to create a National Holiday, simply ensure that you type only the Holiday Name and do not include any reference to a State Suffix from the table below
For example: to create a National Holiday for Christmas Day on 25/12/2022, you need to use the following Holiday Name: Christmas Day
Victoria
(VIC)
(Victoria)
New South Wales
(NSW)
(New South Wales)
Queensland
(QLD)
(Queensland)
Western Australia
(WA)
(Western Australia)
South Australia
(SA)
(South Australia)
Tasmania
(TAS)
(Tasmania)
Australian Capital Territory
(ACT)
(Australian Capital Territory)
Northern Territory
(NT)
(Northern Territory)
National
Blank
Blank
For any Product records where the Service Day is set to Anytime or is null, these will be skipped as part of the Public Holiday validation. Meaning that they will be available for selection in the Support Item drop down.
At the Invoice Line Item entry level there are two points of validation, Service Booking and Service Agreement.
From a Service Booking perspective, the Line Item Total Amount calculated based on the (Quantity * Rate) is validated against the Participant's relevant/corresponding Booking Item, specifically the Remaining Amount field.
Total Amount exceeds the Booking Item Remaining Amount: ${{bookingItem.maica__Remaining_Amount__c}}
In the example below, the icon is displayed as Maica has determined the Line Item Total Amount of $3,342.61 exceeds the Remaining Amount of the Participant's associated Booking Item for the Support Coordination Support Category.
Service Agreements are a good way to reserve or 'quarantine' funds between a specific Provider and Participant. Via Maica, you can use a Service Agreement record to capture and define what has been agreed between the two parties, in terms of both the Support Item and the Amount or Value.
Once a Service Agreement has been defined, Maica uses this for validation purposes and also to track how the specifics of the Agreement (the Agreement Item records) are being utilised, i.e. how the Agreement budget is being consumed.
From an Invoice Entry perspective, Maica validates the Invoice Line Item information added against 3 possible scenarios. All of the validation scenarios check to see if a Service Agreement record exists between the Provider and the Participant.
The first scenario handles the situation where a single (1), active Service Agreement exists between the Participant and the Provider and where the Support Category and Support Item has an exact match with a Service Agreement Item record.
If the above conditions are true, the following scenarios are validated:
Invoice Line Item Total Amount exceeds Service Agreement Item Total Remaining
If TRUE, the following text will be displayed in the warning icon popover:
This Invoice Line Item exceeds the available funds within the Service Agreement.
Invoice Line Item Total Amount does not exceed Service Agreement Item Total Remaining
If TRUE, the following text will be displayed in the warning icon popover:
This Invoice Line Item will reduce the available funds within the Service Agreement by ${{Invoice Line Item Amount}}.
This scenario is taken one step further when a Service Agreement (with Agreement Item records) is found between the Participant + Provider. When found, Maica will return any Support Item(s) taken from the Agreement Item(s) at the very top of the Support Item drop down list to indicate an Agreement Item exists. This may very well be the one your are looking for as the Provider will Invoice for Support Items that are part of their Service Agreement with the Participant.
The second scenario handles the situation where more than 1 active Service Agreement records exist between the Participant and the Provider and where the Support Category and Support Item has an exact match with a Service Agreement Item records.
In this event, the following text will be displayed in the warning icon popover:
Multiple Agreement Items exist for this Support Category + Support Item. Please check the Service Agreements for this Participant. Submission of this Invoice will not effect any Service Agreement.
The third and last scenario handles the situation where there are no Agreement Items records between the Participant and Provider matching the Support Category and Support Item entered for the Invoice Line Item.
In this event, the following text will be displayed in the warning icon popover:
There are no Service Agreements for this Invoice Line Item.
Essentially, the validation displays a warning Icon to inform the user if the Total Amount for the Line Item exceeds the Remaining Amount for the related Booking Item for that Support Category. If so, Maica will display the icon with the following message:
