Payment Request Overview
Learn about this very important piece of the claiming puzzle.
If you are using Maica to help automate your claiming processes, Payment Request
records are going to be part of your day-to-day work. If you are not using Maica in a claiming capacity, then Payment Request
records will not be created and you can move on to the next section of this Knowledge Base!
Put very simply, the Payment Request
record represents an attempt to claim a specific amount of money (the Claimed Amount
) from PRODA. These records will be dynamically created, regardless of your nominated Claim Method (API or BPR File), however, the Claim Method
will impact how these Payment Request
records are updated with the resulting claim information, i..e Status
and Paid Amount
. More on all that is in the article below.
A Payment Request
record is where you can find the following information and functionality:
Claimed Amount and Date
Paid Amount and Date
NDIS Claim Information (NDIS Reference, Claim Reference, Last Sync Date (API only))
Claimed Support Item
Error Details / Rejection Reason (if rejected)
Related ABA Export record
Field Summary
The table below summarises the key fields you will find on the Payment Request
record.
Field | Description |
---|---|
| The Amount submitted to PRODA for Claiming. This value is taken from the |
| The date the claim was submitted to PRODA. Set to |
| If the |
| The actual amount paid by PRODA. This may be different to the import |
| The date the import was processed |
| Formula field representing the amount not paid by PRODA, or the |
| The |
| The identifier or reference assigned to the |
| Formula field that generates a unique value that is used to identify the |
| Replica of the |
| The date and time of the last sync with PRODA. Populated only when the Claim Method = API. |
| Stores the details of any unexpected errors returned in the API submission to PRODA. Populated only when the Claim Method = API. |
Payment Request Status Definition
The table below breaks down each Payment Request
Status
value and how it is managed.
Status | Description | Logic |
---|---|---|
| The | Set via the API response from PRODA. Not applicable when Claim Method = BPR File. |
| The | Set via the API response from PRODA. Not applicable when |
| The | The |
| The | When Claim Method = BPR File, the Results file import will set this Status for all |
| The Payment Request has been cancelled by a Maica user via the Credit Management QA (at the | Applies only when the Credit Management Quick Action is used at the |
| The | When Claim Method = BPR File, the Results file import will set this Status for all |
| The Amount (from the |
Cancel Payment Request QA
Not all Payment Request
records that are submitted to PRODA as part the BPR File Claiming process are successful. You will at times receive an error in your BPR Response file where you may need to address the issue directly within PRODA.
In this scenario, once you have made the necessary updates in PRODA, you then need to Cancel the existing Payment Request
in Salesforce to support reclaiming. You can do this by simply by clicking the Cancel Quick Action in the Payment request record header.
Once you click Cancel, you will be presented with the modal below. Select the appropriate Reject Reason
and be sure to add any Error Details
in the textbox to keep a record in Salesforce of the Error and what was done to rectify it.
Once you click Save, the Payment Request
Status
will be set to Cancelled
and the Reject Reason
and Error Details
will be saved also.
You should not Cancel any Payment Request
in the Status
of Awaiting Approval
if you have not uploaded the BPR Results file.
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