Create a DVA Claim including Travel Claim

Submit a claim with Kilometres travelled

1. From the Appointment Book, right click on the client appointment to be invoiced.
2. Select Create Invoice.



3. Select Client as the Invoice Type to generate an invoice to bill a client directly. See more information regarding 3rd Party Invoices here.



4. Click OK.
5. If there is a Draft Invoice found for the current client then the following dialogue will display:



6. Click No.
7. From the Payment Processing screen select No.



8. In the new Invoice that displays, click Add Item.
9. The Add Invoice Item dialogue box will appear.



10. Search for the Item Code ‘KM’. If there is no Item, then follow the information here to set one up.
11. Click Add.
12. Click Add Payment.
13. Select Payment Method = DVA Allied Health Claim.
14. Click OK.
15. The Claim Details - VAA Screen will display.



16. Use the Record navigation at the bottom of the screen to move to the Item where Item Number = ‘KM’.
17. Into Distance, enter in the total kilometres travelled.
18. Type in CONFIRM and click Lodge Claim.

Update a Client Invoice with the KM payment amount

When a claim is paid by DVA, the payment for the kilometres travelled will be returned along with all the Benefit Paid information in the Medicare Claim History Report when the Check Status (All) button is clicked.

When this information is received and the Claim becomes ‘COMPLETE’, the related invoice is updated. The KM line item is updated with the kilometres benefit paid amount and the Grand Total for the Invoice and Paid amount are adjusted accordingly. This payment is logged into the Invoice History.

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See the Medicare Claim History Report for further details.