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What does a funding claim form need to include?

Set up the tags, mandatory fields and optional fields a funding claim Form needs, including system tags for each field and supplier records.

Key Points

  • A funding claim form needs the Funding and Claim tags, plus mandatory fields set up with the right field types and system tags.

  • The mandatory fields are Service Delivery Date (or Start Date), Service Item, Unit Amount, Quantity, Claim Total and Claim Directly. Field labels can be adjusted to suit your needs.

  • Optional fields such as Service Delivery End Date, Client No-show, Funding Allocation Record Identifier, Service Classification (NDIS only) and Supplier are used if configured correctly.

  • If you use the Supplier field, the Suppliers section must be set up correctly, and suppliers must be primary records.

  • Don't edit or alter existing claim forms without first checking with FlowLogic Support.

This section is to cover more advanced settings for Funding claim forms. This section will cover field setups and tagging of forms in order to alter or create funding claim forms for use within the system. Please do not edit or alter pre existing claim forms without first checking with FlowLogic Support.

The funding claim form itself requires two tags to be applied, these tags are as follows:

  • Funding
  • Claim
What does a funding claim form need to include?

Mandatory Fields

The following fields must be configured for full funding claim support. Field labels can be adjusted to suit your needs.

Service Delivery Date or Service Delivery Start Date

Purpose: Specify when service was delivered to a client. Can be either a single delivery date or a date range when used in conjunction with Service Delivery End Date
  • Field type: Date
  • System Tags: date, claim, start

Service Item

Purpose: Specify service item to be claimed

  • Field type: Service Item (allow category selection: no)
  • System tags: service, product, identifier

Unit Amount

Purpose: Specify item-unit cost

  • Field type: Currency
  • System tags: unit, amount

Quantity

Purpose: Specify item quantity

  • Field type: Number (decimal)
  • Field validation: Regular Expression /^d+(.d{1,4})?$/ (limit input to four decimal places)
  • System tags: unit, quantity

Claim Total

Purpose: Specify total claim amount (should be the product of unit amount x quantity)

  • Field type: Currency
  • System tags: debit, amount

Claim Directly

Purpose: Specify if matching items can be claimed directly from the funding body

  • Field type: Checkbox (single)
  • System tags: exchange, claim, authorisation
  • Default value: {empty} or yes

Optional Fields

In addition to the common optional fields, the following fields will be used if configured correctly.

Service Delivery End Date

Purpose: Specify when service was delivered to the client. Can be optional

  • Field type: Date
  • System Tags: date, claim, end

Client No-show

Purpose: Specify that client failed to attend the appointment

  • Field type: Checkbox (single)
  • System Tags: client, event, absent

Funding Allocation Record Identifier

Purpose: Specify associated funding allocation record

  • Field type: Text
  • System Tags: funding, allocation, record, identifier

Service Classification (NDIS only)

Purpose: Apply NDIS-specific claim classification. Cancelled items will be attributed to ‘Other’ reason

  • Field type: Dropdown List (values: -, CANC, TRAN, REPW)
  • System tags: classification, secondary

Supplier (See supplier Records below)

Purpose: Specify associated claim supplier record

  • Field type: Lookup (value
  • System tags: company, name, claim

Funding claims can be utilised within single claim forms and allow Flowlogic to determine the correct path for invoice creation within the system. See Funding allocations for correct set up information.

Note: The COS Note & Claim Form follows the same principle and logic and should be configured accordingly.

Suppliers Records Setup (Optional)

If the supplier field is nominated it is essential that the "Suppliers" section be setup correctly. Suppliers must be primary records. No form tags are required for these records. What does a funding claim form need to include? - Suppliers Records Setup (Optional) Optional fields (for Suppliers form) Supplier Business Number (ABN or ACN) Purpose: Specify registered business number for statements and/or NDIS Plan Management claims
  • Field type: text
  • System tags: registered, business, number
Common Optional fields (for Suppliers form) Service Item Category Purpose: The display name of selected category or of a category associated with the selected item
  • Field type: Text
  • System tags: primary, service, classification, name
Service Item ID Purpose: Display item ID
  • Field Type: Text
  • System tags: product, primary, identifier
Service Item Code Purpose: Display item code
  • Field Type: Text
  • System tags: product, accounting, identifier
Unit of Measure Purpose: Display item units
  • Field type: Text
  • System tags: product, unit

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