Invoices
Overview
The Invoices section allows Care Managers to view, review, and manage invoices associated with their assigned clients within the Sensible Care platform. This section provides a centralised workspace for monitoring submitted invoices, reviewing invoice details, creating invoices when required, and validating invoice information before it progresses through the financial approval process.
To access this section, click Invoices from the left-hand navigation menu.
Reviewing Submitted Invoices
The Submitted tab displays invoices submitted by service providers for clients assigned to the Care Manager. Care Managers can review invoice information, monitor invoice statuses, and assess invoice details before the invoices proceed through the approval process.
The invoice list includes filtering options that allow users to narrow results based on provider, client, confidence score, and invoice amount. These filters help Care Managers quickly locate specific invoices and focus on records requiring review.
Selecting an invoice expands the record and displays additional information, including invoice details, provider information, client information, invoice dates, and invoice line items. This allows Care Managers to review invoice content, verify the submitted information, and validate the invoice before it progresses through the approval workflow.
Viewing Invoice Details
When reviewing an invoice, the platform displays detailed invoice information and supporting metadata associated with the selected record.
This information may include the invoice number, provider details, client information, invoice date, line-item descriptions, quantities, pricing information, GST amounts, and invoice totals. Reviewing these details assists Care Managers in validating invoice accuracy and identifying any discrepancies before further processing.
Creating an Invoice
The Create Invoice function allows Care Managers to manually create invoices for service providers associated with their assigned clients when required. During invoice creation, Care Managers can enter the required invoice information, including provider details, client information, invoice date, and invoice line items. Additional line items can be added as required to accurately represent the services being invoiced.
Once the invoice has been created, the platform automatically analyses the invoice and generates an AI Confidence Score, indicating the level of confidence in the extracted and matched invoice information. Care Managers can review the AI Confidence Score alongside the invoice details, validate the extracted information, and make any necessary corrections before the invoice progresses through the approval workflow. The platform also automatically calculates invoice totals based on the information entered, supporting accurate invoice management and financial processing.
Uploading Invoice Files
The invoice creation area also provides the option to upload invoice files using the Upload PDF / CSV function. This feature allows Care Managers to import invoice information from supported file formats rather than entering invoice details manually.
After an invoice file has been uploaded, the extracted information is displayed within the platform for review. Care Managers can verify the imported invoice details and modify any fields if corrections are required before submitting the invoice for further review and processing. This helps ensure invoice information is accurate and complete prior to progressing through the invoice management workflow.
