How to make a claim through your online account

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Claim in minutes

When making a claim, you have two options: through your online account via the website and the SimplyPlan app. Both claiming journeys have been carefully created by our team to be as simple as possible and to get your money back into your account quickly.


On this page, we'll be focussing on claiming through the website. If you want to find out how you claim using the SimplyPlan app, click this link.


To get started with your claim, you’ll need the following: 

  • Online account sign-in details

  • Patient name

  • Practitioner name

  • Treatment date

  • Treatment type

  • Cost of treatment

  • Itemised receipt (either a physical copy or a digital version downloaded onto your device)

Once you have all this, you’re ready to go.

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Step-by-step to claiming online

To get started, you'll need to be on your online account homepage. You can get there by clicking My Account in the top right-hand corner of this page. 

  1. Sign in to your account (if you're already signed in, you can skip this step) and be on your online account homepage.


  2. Find Make a new claim in either the dashboard or in the menu and click on it.


  3. The next step is to make sure you have what you’ll need to make a claim. Read what’s required and if you’re ready, upload your receipt.


  4. Click the Choose file button, find the digital copy of your receipt on your computer or device, click the file, and press Open. It will upload the file for you and then show a preview. If the correct file has been uploaded, click Continue.


  5. You’re now on the Review details page, where you can fill in the treatment details:

    Enter the required information under Claim details:

    • Treatment date

    • Policy

    • Claimant

    Select Add treatment. A new Treatment details box will appear where you can enter:

    • Treatment type

    • Treatment cost

    Review the claim summary, including:

    • Entitlement balance

    • Treatment amount

    • Payback rate

    • Amount you’ll be paid

    Click Save treatment at the bottom to finish.


  6. You’ll return to the main claims page, where you'll need to provide the practitioner's details.


  7. Read the declaration and, if happy, click Submit claim.


  8.  Your claim will be processed. This can take up to 5 working days. You can always view your claims history and see the progress of any recently submitted claims by clicking on Claims on your dashboard. You will also receive an email confirming that your claim has been received.

More online support

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How to register and sign in to your online account

Woman using SimplyPlan app

Downloading and using the SimplyPlan app

Help is available

If you have any questions about using your online account or the SimplyPlan app, get in touch with our team on 0300 100 1024