Whether you want to generate an invoice to request payment, or create a support log for your client’s approval — our claims feature will make your life easier.

Update your Organisation’s profile

Before you can use claims you need to ensure your Organisational profile is up to date.

1. Go to your Organisation’s profile, and select the ‘Edit’ icon.
2. Add in your banking details. And if relevant, add in where you want your invoice numbers to start counting from.
3. Click ‘Save changes’.

To create a claim

Watch this short video to see how easy it is to create a claim from within the Comm.care app:

Step-by-step instructions:

1. Navigate to your client’s circle and go to their timeline
2. Add a new document > Claim
3. Add name/business of Plan Manager if relevant
4. Select the participant
5. Select whether it’s a statement (sent to the client for their information) or an invoice (sent to the client or plan manager to be paid).
6. Choose the dates the claim applies to, then click ‘Update’
7. Save and export to PDF
8. Attach PDF to an email to your client and/or their Plan Manager.

For organisations with a smaller client base who don’t need fully-featured accounting software, our claims feature makes Comm.care a true one-stop-shop for care management.

It’s quick and simple to generate statements and invoices to keep clients informed and get paid more efficiently.