Lumary AC - This article explains how to generate the bulk upload file to claim Support At Home (SAH) funds.
Once you create an SAH extract, you can generate a CSV file to submit through the Aged Care Provider Portal (ACPP) to Services Australia for bulk claiming.
To generate the bulk upload file, you'll need to go to your extract record.
When you open your extract record, the SAH Claim Process Tracker will show you where you're up to in the claiming process. You should be at step 2. Claim Data Created.
Below the tracker, you should see the Extract Items list. This lists all of the items that will be included in your bulk upload file. You can click on View All to see more items. Checking the Extract Items list is a good way to check that your extract picked up the service delivered (SD) records you need to include in your CSV file for claiming.
To generate the bulk upload file:
- Click on the Generate File button at the top of the record. You may need to use the drop-down arrow to find this option. It may take a few seconds to generate the file. You'll be sent an email when your file's ready.
- The Generate File popup confirms that the file is generating. Click on the Close button to close this window.
- Reload the page using the Refresh or Reload button on your browser.
- Scroll down to the Files section. It should now list a CSV file.
- Download the file by clicking on its name. You should be able to find the file in the downloads folder on your computer.
This is the file to upload through through the Aged Care Provider Portal (ACPP) to Services Australia. We recommend that you review the file before uploading, but do not make any changes. Changing the CSV file could cause issues with your upload and affect your claim.
Once Services Australia processes your bulk upload file, you'll receive a results file. You can upload your results files to check for errors and record successful invoice & invoice item creation.