Integrations and Add-ons

Connect and automate your business with other tools and features.

Managing a Case With a Budget

Once a Budget has been attributed to a Case and a Payer, the remaining balance will be accessible in different sections of Nookal.

If the option to set a Budget when adding a Payer to a Case is not displayed, head to Setup > Extensions > Advanced and enable Advanced Payer Billing.

Tracking the Budget in the Diary

Each booking linked to a Case attributed to a budget will display the dollar sign icon.

Hovering over the appointment will display a breakdown of the Remaining Balance for each Category.

The appointment window will also display the Remaining Balance for each Category.

The Remaining Balance is updated when a Payment is received, not when an invoice is raised.

Tracking Budgets and Payments in the Client Accounts

The Client > Accounts section will display a third tab, labelled Budget.

In this section, each Case and Budget will be listed with the Invoices attributed to them. The budget breakdown, payments and balance will also be displayed.

Generating an Invoice

Generating an invoice for a Booking will be just the same apart from the Balance being displayed at the top and the Item Category to confirm there is sufficient budget for the Category.

The Budget’s balance will only be updated once the Payment is received.

Low Remaining Budget Notifications

If a Budget, or portion of the Budget drops below 10% of the initial value attributed, a notification will appear in the Diary Notifications, outlining the Budget drop for the patient.

Reporting on Budget

A Report named Payer Billing or NDIS (if the NDIS integration is enabled in the account) will be displayed in the Financials Report section.

Generate the report to list all Clients and track their budget, claims and balance.

NDIS Export

Use the NDIS export tool to export invoiced items to claim within the NDIS portal.

1. Head to Manage > Administration > NDIS Export.

2. Select the filters (Location, Provider, Payer Type) as relevant.

3. Select a Date range corresponding to the item date.

4. Click Generate.

5. The list of invoiced items matching the criteria will be displayed, review claim details, select items to export, and click Export.

If all the claims are valid, a CSV file named NDIS_Export will be generated and downloaded, ready for importing into the NDIS portal.

If some claims are incomplete, 2 CSV files (error_found and failed_items) will be downloaded in a zip file to help find and rectify the errors to claim successfully.

6. All exported claims will be listed under the History tab where they can be downloaded again or deleted as relevant.

Items successfully exported will not reappear in the search until they are deleted from the History tab to prevent duplicating submissions.

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