How to process a manual claim
Open the invoice you want to process and click the three dots (⋯) at the bottom or top of the invoice view.
Select Manual Claim.
Choose one of the following options:
Mark as requires – if the claim still needs action
Process as claimed – if the claim has already been completed externally
Mark as Requires Vs Process as Claimed
Mark as Requires
The “Mark as requires” option allows you to flag an invoice that cannot be processed through the standard claiming workflow and needs to be handled manually.
When this is applied, the invoice will be placed on hold and moved to the Requires Manual Claim tab
From here you can further review the invoice and unmark or directly mark as processed as claim
Process as Claimed
The “Process as Claimed” option allows you to move an invoice that was marked for manual claim into the Claims workflow or Already Claimed Manually. This is typically used once you are ready to proceed with manual claiming outside the standard automated process.
This action moves the Invoice to the Claims Workflow, specifically to the 'Pending' > 'Manual Claims' tab
Once you receive the money in your bank/NDIA already paid the invoice, In the 'Manual Claims' tab, select the invoice and click 'Mark Paid', this moves the invoice to the 'Processed' tab where you can create the ABA or mark as settled externally.
Note : The ‘Process Manual Claim’ workflow is simply you uploading/entering the invoice in Caresquare but it does not submit it to PRODA on your behalf, you have to do this yourself.
Once you’ve been informed that the manual claim has been paid out and you already receive the money in your bank for the manual claim you can then mark the invoice as paid and generate the ABA as usual.