Manage Claims

Manage Claims

As an Administrator, you can view and export all claims made across programs for tracking and reporting purposes.

  1. From Home, click the Education tile or select the Education tab from the left panel.
  2. Click the Claims tab at the top.
  3. Here, you will find all claims across all programs. You can filter these claims by:
    • Item
    • Program
    • Claimer
    • Credit
    • Claim Date
    Click + Add Filter, then set the desired criteria.

  1. Click Apply Filter.

In addition to filtering, you can sort claims in ascending or descending order by clicking the Sort Button next to any of the following columns:

  • Program Name
  • Claimer Name
  • Item
  • Provider
  • Provider Credit
  • Amount
  • Claim Date

Viewing Claim Details

To view claim details, click the View button next to a claim.

Exporting Claims

To export claims:

  1. Click the ellipsis button in the top-right corner.
  2. Select Export All.
  3. In the pop-up window, click Confirm.

The export will be sent to your email as a .CSV file.


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