Running a Billing Run and Reconciling Payments in Teiro
A short walkthrough of a real NDIS billing run in Teiro: picking up held and verified services, reviewing every claim line, grouping lines by how each plan is funded, drafting the NDIA claim file, and reconciling payments, all from one screen.
Read the full written guide or watch it on YouTube.
Full transcript
The full text of the walkthrough above, for anyone who would rather read it or needs it in text form.
What this recording shows
This is a 30 second screen recording of a billing officer running an NDIS billing run in Teiro, the care management platform used by Australian NDIS and aged care providers. It shows a full cycle in the Billing Hub: picking up held lines, reviewing claim lines, grouping them by funding, drafting a claim file and reconciling payments.
Where an NDIS billing run starts in Teiro
A billing run in Teiro starts in the Billing Hub, under Billing. Teiro shows what is waiting right now: verified services ready to bill, lines being held, claims and invoices already submitted, and what has been paid this month, with every past run listed by period, line count, value and status.
How Teiro carries held lines forward instead of dropping them
Starting a new run in Teiro offers up any lines held from a previous run rather than discarding them, alongside the verified services delivered in the period being billed. Only a completed and verified service appears; a shift that is finished but still awaiting verification will not show up yet.
How Teiro sorts exceptions to the top of a billing run
Teiro builds one row per billable service, each with the participant, the date, the support item, the amount and a status. Anything with a problem sorts to the top as an exception with a plain-English hold reason. A held line does not block the rest of an NDIS billing run: the clean lines proceed, and the held line can be rechecked, held again, or removed.
How Teiro groups claim lines by funding on the By Recipient screen
The By Recipient screen groups every clean line by how the participant's plan is funded. Lines funded through the NDIA collect together for a claim file, and lines funded through a plan manager or by the participant themselves are routed to an invoice instead.
What a bulk payment request is, and how Teiro drafts one
A bulk payment request is the claim file a registered NDIS provider submits to claim payment for multiple delivered supports at once. In this recording, one tap on Draft CSV generates that file, in the format the NDIA expects, from every clean NDIA-funded line. Teiro drafts the file; the provider still downloads it and uploads it through their own NDIA provider portal.
How Teiro reconciles NDIA payments against claim lines
When the NDIA returns a payment result file, Teiro matches each payment back to the claim line that earned it on the Reconciliation tab, and surfaces rejected lines, short payments, amount mismatches and unmatched payments. A line paid in full moves to Paid automatically, closing the loop from delivered NDIS support to reconciled payment.