After the Upload: A Results and Re-lodge Workflow for NDIS Bulk Claims

Описание и применение

Пошаговый процесс обработки результатов загрузки NDIS‑больших заявок, включая уникальные ссылки, проверку статусов и повторную загрузку ошибок.

Задача

Finance and operations teams struggle to reconcile bulk claim uploads because each row becomes a separate payment request and the portal does not automatically link results back to the original file.

Результат

Implementing the workflow prevents lost payments, avoids duplicate claims, and provides clear audit trails for each claim row.

Рабочий процесс

• Design unique ClaimReference for each row (e.g., invoice number + line number).
• Generate a unique file name (max 20 chars, no banned symbols).
• Upload the file and wait for next‑day processing.
• Download the results file and read each row’s status (SUCCESSFUL or ERROR).
• Re‑lodge failed rows using the same ClaimReference to avoid double‑claiming.
• Reconcile amounts, noting Capped rows where payment is limited.
• Track claim age to ensure timely follow‑up.

Доказательства

The guide is explicit that the number of lines under the header equals the number of payment requests created.

Источник

The portal remembers every file name it has seen. The guide says a corrected file can't share a name with any earlier upload.

Источник

After a successful upload, the portal says the file has been submitted and is pending payment validation.

Источник