This article provides a list of the claim statuses that show on SD records and explains why they show.
On a service delivered (SD) record, the Claim Status field in the Extracts section refers to the record's status as it relates to claiming directly from the NDIA. This means that all records that cannot be claimed directly from the NDIA will have a status of Not Claimable, including NDIS funding managed by:
- the participant
- their nominee, or
- their registered plan manager.
The following table explains each of the other statuses. It also shows how fields for some statuses map to the csv file that's generated from an extract.
| Status |
Why it shows |
| Not Claimable |
- Service agreement Funding Type is not NDIS or
- Service agreement Funding Management is not NDIA
This is the default status for all SD records that are not able to be claimed via the NDIA portal.
|
| Awaiting Booking |
- Service agreement Funding Type is NDIS
- Service agreement Funding Management is NDIA
- Service agreement PACE Plan checkbox is not ticked
- None of service agreement, category or service agreement item has a Service Booking Number*
|
| Awaiting Acceptance |
- Service agreement Funding Type is NDIS
- Service agreement Funding Management is NDIA
- Service agreement Client Approved Date field is not populated
- Service delivered Client/Rep Accepted checkbox is not ticked
- Service agreement, category or service agreement item has a Service Booking Number*
|
| Ready to Claim |
- Service agreement Funding Type is NDIS
- Service agreement Funding Management is NDIA
- Service delivered Client/Rep Accepted checkbox is ticked
- Service agreement Client Approved Date field is populated
- The related extract item has a blank Claim Status - the extract linked to the extract item does not have a status of Finished
- Service agreement, category or service agreement item has a Service Booking Number*
|
| Submitted for Claiming |
- Extract item was included in the NDIS csv file successfully uploaded to the NDIS portal - the extract linked to the extract item has a status of Finished
|
| Open Claim |
- Payment Request Status is Open
The mapping for the csv file to the Extract Item record is:
- ClaimReference > enrtcr__Claim_Reference__c
- Payment Request Status > Claim_Status__c
|
| Claimed |
- Payment Request Status is Successful
The mapping for the csv file to the Extract Item record is:
- ClaimReference > enrtcr__Claim_Reference__c
- Payment Request Status > Claim_Status__c
|
| Error |
- Payment Request Status is Error
The mapping for the csv file to the Extract Item record is:
- ClaimReference > enrtcr__Claim_Reference__c
- Payment Request Status > enrtcr__Claim_Status__c
- Error Message > enrtcr__Status_Message__c
|
| Paid |
- NDIA paid the claimed item
- The SD record is locked down and can no longer be edited
|
* The Service Booking Number is a Lumary setting for service agreements. It can be used to restrict extracts to services that have been booked with the NDIA. To activate this setting, a system administrator will need to tick the Require Service Booking to Extract checkbox under the Service Agreements tab in Lumary Settings. If this setting is activated, it does not restrict extracting services for PACE agreements as service bookings are not applicable for PACE.