Track claims waiting on the NDIA, rejected lines waiting for rework and how long it takes to turn a shift into cash.
Before you begin
- Permission to view claims; for reports, permission to view financial reports.
Check the claims dashboard
- Go to Billing → Bulk claims.
- Read the KPIs: First-pass acceptance, Value pending (lines uploaded and awaiting results), Days shift to cash and Rejected lines to rework.
- In the Batch pipeline, look at the Uploaded column: these batches are waiting on NDIA results.
- In Batch history, filter Status by Uploaded and sort by Uploaded to find the oldest batches still waiting.
Bulk claims page KPI cards with Value pending and Days shift to cash, and the batch history filtered to Uploaded
Chase rejected lines
- Go to Billing → Rejected lines. Lines to rework shows the count and value to re-claim.
- Each line shows its due date for rework. Sort and filter by Status to find open lines.
Use the reports
- Go to Insights → Report library and open NDIS claims for first-pass acceptance by month, days shift to cash, value awaiting NDIA results and rejected value, with every batch listed.
- Open Receivables, cash and DSO for outstanding invoice balances by payer, aged Current, 30–59, 60–89 and 90+ days.
- Export either report to share it.
Tips
- Claim performance on the bulk claims page charts acceptance and days to cash by month.
- Results usually arrive within a few business days of upload; a batch waiting much longer is worth checking in the portal.
If something goes wrong
The KPIs aren’t shown.
KPIs need claims reconciliation switched on. Without it, the page shows Ready to claim, Held back and batch counts instead.
Value pending doesn’t go down.
Results haven’t been imported for those batches. Import them (see Importing the remittance and matching payments).