Correct rejected lines and claim them again in the next batch, cancel a batch before it is uploaded, or redirect a line to another payer.
Before you begin
- Permissions to correct rework lines, update and cancel batches (Finance role).
Correct and resubmit a rejected line
- Go to Billing → Rejected lines and select Correct on the line.
- In Correct claim line, change the Support item, Delivered from, Delivered to, Quantity or Unit price ($) as needed.
- Write the Reason for the audit trail.
- Keep Add to the next draft batch ticked to queue it straight away, then select Save correction.
- If you didn’t queue it, select Queue corrected lines at the top later, or pick it up in New bulk claim (it shows as Reworked).
Correct claim line drawer with the unit price changed, a reason typed and Add to the next draft batch ticked
A lower amount than the original raises a credit note on the invoice for the difference.
Bill another payer instead
- On the rejected line, select the redirect icon (Bill another payer instead).
- Choose the Payer and type the Reason, for example a plan change to plan-managed.
- Select Redirect. The unpaid amount is credited on the NDIA invoice and a draft invoice is raised to the new payer.
Cancel a batch
- Open the batch while it is Draft or Validated and select Cancel batch.
- Type the Reason and select Cancel batch. The lines go back to the candidates, their invoices unlock and the file is kept.
- To withdraw a line already paid, issue a credit note on the invoice; paid claim lines credited this way are cancelled in the next bulk file.
Tips
- Each correction is claimed as a new attempt, so the history of every line is kept.
- Batches sent through the NDIA API can have lines withdrawn from the batch’s NDIA API panel with Withdraw.
If something goes wrong
No corrected lines are waiting: they may already be in a batch.
The corrected lines were already queued. Check the draft batch on Billing → Bulk claims.
Cancel batch isn’t shown on an uploaded batch.
Uploaded batches can’t be cancelled from the screen. Import the results and rework the rejected lines; contact support if the portal rejected the whole file.
Save correction is greyed out.
The Reason for the audit trail is required.