Caresquare

This guide explains how to upload provider invoices into Caresquare using manual upload, email, or auto-forwarding. It also covers how to review recent uploads and identify manually uploaded invoices.

How to Upload Invoices

Resetting and resending an invoice for approval allows you to send an already approved (or auto-approved) or pending invoice back to the approver for review again.

How to Resend and Resent an Invoice for approval

This guide explains how to move an invoice to the Claims page so it can be submitted to the NDIS for claiming.

How to move an Invoice from Ready to Claims

Learn how to send invoices for approval, check assigned approvers, and manage approval email reminders in Caresquare.

How to send an Invoice for Approval

Learn how to navigate the Invoices page, understand the different invoice tabs and statuses, and use the available search and filter tools to quickly find and manage invoices.

Navigating within the Invoices Page

This guide walks you through the process of reviewing and QA’ing an invoice in the Caresquare Plan Manager Portal.

Processing an Invoice/Understanding the Invoice Review Screen

QA Service Item Routing

Invoice Assignment Rules

Caresquare QA Warnings and Claim Flags

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