My Claims

What is in the “My Claims” section?

This section provides a summary of your claims records.

Items	Descriptions
	To add a claim
	To edit a claim
	To submit a claim
	To cancel a claim
	To delete a claim
	To change the state of a claim
	To save as draft
	To export the claim listing in Excel
	To save the layout, reset layout, clear filters or refresh the page
Drafted	Claim saved as draft
Submitted	Claim submitted to Claim Verifier for verification
Verified	Claim verified by Claim Verifier and routed to Claim Reviewer
Reviewed	Claim reviewed by Claim Reviewer and routed to Claim Approver
Approved	Claim approved and routed to Claim Processor
Processed	Claim processed for payment
Void	Claim voided
Rejected	Claim rejected
Cancelled	Claim cancelled

How do I submit a claim?

1. Click on Add.

2. A claim form appears.

3. Select Service Entity.

4. Enter Client Name for case related claim.

5. Enter Case Ref No for case related claim.

6. Select Verifier(s), if applicable.

7. Select Reviewer(s), if applicable.

9. Select Approver(s), if applicable.

10. Upload attachment, if any.

11. Enter Remarks, if any.

12. For Claim Details, click on Add .

a. Upload attachment, if any.  

b. Enter Date.

c. Select Category.

d. Select Item.

e. Select Currency, if other than default currency. 

f. Enter Amount based on selected currency

g.  Select Tax Rate, when applicable.

h. Enter Description.

i. Repeat the process of adding until all claims are added. 

13. Click Save

14. Click Submit, if there is no more addition to the claims.

How do I edit a submitted claim?

1. Tick the box next to Doc No.

2. Click on Edit.

3. Enter the amended details.

4. Click Save to update.

How do I cancel my submitted claim?

1. Tick the box next to Doc No.

2. Click on Cancel.

How do I resubmit my rejected claim?

1. Tick the box next to Doc No.

2.Click on Re Submit

How do I cancel my rejected claim?

1. Tick the box next to Doc No.

2. Click on Cancel.

How do I export my claims in Excel?

1. Click on Excel.

2. Choose the location.

3. Click Save.