FOI 25/26-0018 DOCUMENT 4
Plan Adjustment Requirements
Determine Resolution Process CRM Plans
A Plan Adjustment will be required when a Payment Enquiry is received regarding a Payment Request and:
- Is for supports provided in an expired plan;
- Is in a Plan that has undergone an early Plan Reassessment or variation resulting in a pro-rata reduction of funds after 90 days; and
- The Payment Request is within budget if the funds are increased up to but not exceeding the originally budgeted amount.
Where a Plan Adjustment will enable the Provider or Plan Manager to claim funds through the Portal, Payments Officers must not process a claim and refer to the Plan Adjustment Payments CRM for details on assessing and completing Plan Adjustments.
Invoices are not required for a Plan Adjustment because the Provider or Plan Manager will submit claims themselves if the plan adjustment is successful. There is no need to request an invoice/s unless a plan adjustment failure is required, providing you know how much the provider needs to claim.
If a Manual Self-Managed Claim (MSC) Form has been provided from a self-managed Participant this should be processed using the Manual Self-managed Claim Form (MSC) Process CRM plans after completing a Plan Adjustment.
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the by 1982 Act Information of Freedom the under
the by 1982 Act Information of Freedom the under
FOI 25/26-0018
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the by 1982 Act Information of Freedom the under
FOI 25/26-0018
redacted: s47E(d) - certain operations of agencies
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FOI 25/26-0018
redacted: s47E(d) - certain operations of agencies
- Review the Claim and Payment Enquiry
- Determine the resolution - PACE plans
- Payments Email Response Templates
- Payments Processes Calculators - Pace and CRM
- Claims and Payments Forms
- Create a Claim and Request Authorisation (PACE)
- Review Payment Authorisation Outcome
Document Owner and Approver
Director Service Delivery Enablement
Feedback
To submit feedback to the Payments Team visit the Scheme Claims and Payments Feedback page. The Capability Team is responsible for managing all feedback on our guidance articles.
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