Managing Claims
View, edit, search, and organize your claims
After creating claims, you'll need to find, review, and sometimes edit them. This guide shows you how to navigate the Claims page, search for specific claims, and make changes when needed.
What You'll Learn
- Navigating the Claims list page
- Searching and filtering claims
- Viewing claim details
- Editing and deleting claims
1 Accessing the Claims List
Click "Claims" in the Sidebar
From any page in Fusion Cloud, click "Claims" in the left sidebar. This opens the Claims management page where you can see all your saved claims.
What You'll See: Claims Page Layout
Left Panel: Claim Records
- • List of vendors with claim counts
- • Click a vendor to expand and see claims
- • Claims organized by year and month
Main Area: Claims Table
- • Table showing all claims with details
- • Search bar at the top
- • Filter options for date and type
2 Understanding the Claims Table
The claims table shows all your claims in a list. Here's what each column means:
| Column | Description |
|---|---|
| ☐ (Checkbox) | Select multiple claims for batch export |
| Claim # | The ADP claim number |
| Client Ref | Your internal client reference number |
| Type | Client type badge (REG, ODS, or ACS) |
| Invoice | Invoice number and date |
| ADP Portion | Total amount ADP pays |
| Client Portion | Total amount client pays |
| Created | When the claim was created |
| Actions | View, Edit, Export, Delete buttons |
3 Searching for Claims
Using the Search Box
At the top of the claims table, you'll see a search box. Type any of the following to find claims:
- • Claim Number - e.g., "1234567890"
- • Client Reference - e.g., "1220"
- • Invoice Number - e.g., "INV-111"
Results will update automatically as you type.
Filtering by Date
Use the date filter to show claims from a specific time period. Options typically include:
- • Today, This Week, This Month
- • Custom date range
Filtering by Client Type
Click the Type filter to show only REG, ODS, or ACS claims.
Tip: Clear Filters
Click "Clear" or "Reset" to remove all filters and see all claims again.
4 Viewing Claim Details
Click on a Claim
Click anywhere on a claim row (or click the eye icon in the Actions column) to open the claim details page.
What You'll See on the Details Page
- • Claim Header - All the claim information (vendor, claim number, dates)
- • Device List - All devices with codes, prices, and portions
- • Totals Summary - ADP portion, client portion, and grand total
- • Action Buttons - Edit, Export, Delete
5 Editing a Claim
Open the Edit Form
From the claim details page or the claims list, click the pencil/edit icon or "Edit" button.
Make Your Changes
The edit form looks just like the create form. You can change:
- • Claim details (claim number, client reference, dates)
- • Client type (REG, ODS, ACS) - portions will recalculate
- • Add or remove devices
- • Update serial numbers or quantities
Save Your Changes
Click "Save Changes" when done. The claim will be updated with your modifications.
Important: Already Exported Claims
If you edit a claim that was already exported, you'll need to export it again to get a TXT file with the updated information.
6 Deleting a Claim
Click the Delete Button
Click the trash icon in the Actions column of the claims table, or click "Delete" on the claim details page.
Confirm the Deletion
A confirmation dialog will appear asking if you're sure. Click "Delete" to confirm, or "Cancel" to keep the claim.
Warning: Deletion is Permanent
Deleted claims cannot be recovered. If you've already exported the claim, the TXT file in File Explorer will still exist, but you won't be able to edit the claim anymore.
What's Next?
Now that you can manage your claims, learn how to export them to TXT files that you can submit to ADP.
Next: Exporting Claims