The portal can be accessed from either a computer or a mobile device, making it easier to submit and track claims wherever you are.

You will need to create an account before submitting your first claim. If your organization uses Microsoft, you may be able to sign up using your Microsoft Entra ID.

Once your account has been created, please complete your Profile before creating a claim. The profile section asks for basic information such as your name, email, phone number, organization name, and title. Completing your profile first will help pre-populate parts of the claim form and make future submissions easier.

These instructions are being shared with all plan members so everyone has the information they need to create an account, complete their profile, and submit claims through the new portal.

After your profile is complete, click Claims to get started.

To create a new claim, click Create. You will also be able to view your past claims in the table below.

When creating a claim, please review and complete the company information section. Some of this information will be pre-populated from your profile.

Next, select the claim type:

PHSP or WSA

Then click Submit.

On the next screen, you will add the details of the claim, including the receipts. Click Add to add a receipt entry. From the dropdown menu, select the type of expense, enter the dollar amount, and click Submit.

To upload the actual receipt, you will need to go back into the receipt details by clicking the pencil icon. The file upload button will then appear. Upload the receipt, then click Submit. Repeat this process for each expense you are claiming.

Once all expenses and receipts have been added, select Yes for final submit, then click Submit.

If you are not finished and want to continue adding items later, you can navigate away, click back, or close your browser. Your claim will be saved so you can return to it later.

There are four claim statuses in the portal:

Started – You have created the claim but have not submitted it yet. You can still edit the claim.

Submitted – You have created and submitted the claim. It can no longer be edited.

In-Process – We have received the claim and started processing it.

Completed – We have finished processing the claim and have reimbursed you.