Plan management
Overview
Provider invoice intake, OCR correction, duplicate review, participant approval and statements in one workflow.
Invoices in intake
info9
4 arrived via provider portal
OCR reviews
warning3
1 low-confidence total
Claim conversions
ready6
4 exported in this batch
Remittance lines
warning5
1 variance and 1 unmatched
Invoice intake and OCR
1 duplicate risksTherapy Provider Pty Ltd
INV-100 - Alex Taylor - $240
OCR confidence
97%
Document
Provider invoice INV-100.pdf
Provider ABN
11 122 233 344
Human reviewed and corrected.
No duplicate ABN and invoice number match.
Awaiting participant approval.
Core budget remains available.
Participant approval
2 pendingAlex Taylor
Therapy Provider Pty Ltd - $240 - due 19 June 2026
Participant approval requested after OCR review.
Riley Morgan
Transport Partner - $168 - due 20 June 2026
Participant asked for kilometres to be confirmed.
Jordan Nguyen
Allied Health Collective - $290 - due 21 June 2026
Ready for plan-manager claim conversion.
Claim conversion and export
0 exportedAllied Health Collective
Jordan Nguyen - $290 - 2 lines
Claim reference
PM-AH-204-a83e1c10
Batch
Not exported
Notifications
0 queued
Participant approved service delivery.
No provider ABN and invoice number duplicate.
Support item and service date are present on every line.
Awaiting conversion and batch export.
| Claim | Amount | Batch | Status | ||
|---|---|---|---|---|---|
PM-AH-204-a83e1c10 Allied Health Collective | Jordan Nguyen | 2 | $290 | Not exported | Ready for claim |
PM-INV-100-d4198a3b Therapy Provider Pty Ltd | Alex Taylor | 1 | $240 | PMB-2026-06-001 | Paid |
PM-DUP-10-blocked Duplicate Provider | Riley Morgan | 1 | $90 | Not exported | Blocked |
Statement delivery
2 queuedAlex Taylor
2026-06 - Portal - PDF
Storage key
monthly-statements/alex/2026-06.pdf
Notifications
1 queued
Riley Morgan
2026-06 - Email - CSV
Storage key
monthly-statements/riley/2026-06.csv
Notifications
1 queued
| Status | |||||
|---|---|---|---|---|---|
| Alex Taylor | 2026-06 | Portal | 1 | Queued | |
| Riley Morgan | 2026-06 | CSV | 1 | Queued |
Remittance reconciliation
2 exceptionsMatched paid
$240
Variance
1 line
Unmatched
1 line
| Remittance line | Expected | Paid | Variance | Status | |
|---|---|---|---|---|---|
PM-INV-100-d4198a3b Therapy Provider Pty Ltd | INV-100 | $240 | $240 | $0 | Matched |
PM-AH-204-a83e1c10 Allied Health Collective | AH-204 | $290 | $260 | -$30 | Variance |
PM-MISSING-001 Unknown provider | Not matched | $0 | $50 | $50 | Unmatched |
Variance resolution
3 openShort paid
Allied Health Collective - $30 - Write off
Small short payment can be written off with manager approval.
Rejected
Variance Provider Pty Ltd - $180 - Resubmit claim
Support item correction needed before resubmission.
Unmatched
Unknown provider - $50 - Match claim
Manual matching required before financial resolution.
| Issue | Amount | Status | |||
|---|---|---|---|---|---|
Short paid PM-AH-204-a83e1c10 | Allied Health Collective | $30 | Write off | 0 | Open |
Rejected PM-REJ-100-d22a8841 | Variance Provider Pty Ltd | $180 | Resubmit claim | 0 | Open |
Unmatched PM-MISSING-001 | Unknown provider | $50 | Match claim | 0 | Open |
Provider payment runs
1 readyPAYRUN-PM-001
Therapy Provider Pty Ltd - 1 matched line - $240
Storage key
plan-management/provider-payment-runs/rem-100.csv
Notifications
0 queued
| Total | Status | ||||
|---|---|---|---|---|---|
| PAYRUN-PM-001 | Therapy Provider Pty Ltd | 1 | $240 | 0 | Ready |
Provider invoices
| Provider invoice | Date | Amount | Status | OCR | Duplicate | |
|---|---|---|---|---|---|---|
INV-100 Therapy Provider Pty Ltd | Alex Taylor | 12 June 2026 | $240 | Approval requested | 97% | Clear |
DUP-10 Duplicate Provider | Riley Morgan | 15 June 2026 | $90 | Duplicate review | 91% | Risk |
AH-204 Allied Health Collective | Jordan Nguyen | 18 June 2026 | $310 | OCR review | 72% | Clear |
Monthly statements
| Approved | Pending | Status | |||
|---|---|---|---|---|---|
| Alex Taylor | 2026-06 | 4 | $820 | $240 | Generated |
| Riley Morgan | 2026-06 | 3 | $410 | $258 | Draft |
Approval queue
| Due | Amount | Status | ||
|---|---|---|---|---|
| Alex Taylor | Therapy Provider Pty Ltd | 19 June 2026 | $240 | Pending |
| Riley Morgan | Transport Partner | 20 June 2026 | $168 | Question |
| Jordan Nguyen | Allied Health Collective | 21 June 2026 | $290 | Approved |