How to download and use SimplyPlan

Managing your plan on the go

SimplyPlan is an app that makes managing your plan and claiming quick and straightforward for mobile and tablet users. It uses the same sign-in details as your online account, and once downloaded, you can claim as soon as you’ve had your treatment, take photos of your receipt within the app, and track claims history and entitlements on the go.

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.