How to make a claim
Here you can watch helpful videos that guide you through the claims process and find what details you need to submit with your claim.
Claiming with Simplyhealth is quick and easy. We have a couple of videos to make submitting a claim as simple as possible.
Watch our short video on how to make a claim from your computer.
We have also created a short 'how to guide' to help you if you're trying to make a claim on your phone.
Here are the 4 simple steps of the claiming process. Once your claim has been approved, you’ll receive a payment directly to your chosen bank account or building society account.
1. Register your account online or download the app
First things first, get yourself set up with an online account or download the SimplyPlan app so you can claim anytime, anywhere.
2. Attend your health appointment
Attend your healthcare appointment with a registered practitioner.
Once you've had your appointment, pay and ask for a receipt that includes your name, practitioner's details, treatment received, date, and total cost.
3. Submit your claim
Take a photo of your appointment receipt, either on your phone, tablet, or using a scanner. This is so you can upload a photo of your receipt during the claim.
Log in to your Simplyhealth portal online or open the SimplyPlan app, and follow the step-by-step process. You will be prompted with next steps at each stage making it really easy to follow.
4. Get the money paid to your bank account
Once you've submitted your claim, it comes through to our team. We'll review it, and if approved, give it the green light. Once your claim has been approved, you’ll receive a payment directly to your chosen bank account or building society account.
Download the SimplyPlan app
What details will I need to make a claim?
To make your claim as quick and seamless as possible, make sure you have:
- Customer/patient name
- Access to your Simplyhealth online portal or have downloaded the SimplyPlan app
- The date of treatment
- The treatment type
- The total cost of treatment
- And an itemised receipt of your treatment, whether that's physical or an emailed PDF/Jpg
What needs to be on the itemised receipt?
1. Practitioner’s details
Details of the practitioner and establishment should feature on the receipt. This is so we can make sure they’re one of our accepted registered practitioners.
2. Treatment details
Details of the service or treatment that you’ve received. The date you received the service or treatment. And the cost of the service or treatment, showing the balance has been paid for in full.
3. Patient's details
Your receipt must include the full name of the person your claim is for.
Claiming on a prescription?
For NHS prescriptions we require:
A receipt - Showing you've paid the charge for the NHS prescription.
Your details - To show that the prescription is for you (eg. a copy of the prescription slip or the prescription label).
For a PPC (Prescription Payment Certificate), we require evidence, which can be either a letter or an email. The dates signify the amount.
FAQs
Here are a few frequently asked questions around claiming, if you can't find the answer you're looking for, see our full list of 'How to claim' FAQs.
When can I claim?
You can start claiming straight away, for treatment had on or after your start date. This is subject to any relevant qualifying periods, or exclusions.
Can I make a claim offline?
We do encourage the use of our Online Self Service due to the ease, speed, and reliability. But if you’d prefer to make a postal claim, you'll need to fill in a claim form and post it back to us with your appointment receipt.
Requesting a claim form is quick and simple via our online form or via live chat.
Send your claims to: Simplyhealth, Customer Services, Alan Child House, Borden Gates, Andover, Hampshire, SP10 2RT
What if my details are incorrect on my claim form?
You can use a form with incorrect details. We mostly need your policy number and the barcode to be clearly visible.
Be sure to update your details when possible. You can do so through your online account, or by contacting us.
How do I upload a photo of my receipt?
All claims require a digital copy of your receipt as proof of treatment. Our claiming portal has been designed to make this process as seamless as possible, but we're always happy to help out.
To make a digital copy of your receipt, you can:
- Take a photo using your phone or tablet, and upload the image directly from the camera roll when prompted.
- Use a scanner, and upload the file from your computer when requested.
For receipts that have been emailed to you as an attachment, you can download the file from your email and then upload when prompted in the claiming portal.
Our accepted file formats are standard .jpg, .png, .gif, .pdf (PDFs must be less than 10mb).
If you have any questions on uploading images, or the portal isn't playing ball, please get in touch or start a live chat.
When will I receive money back from my claim?
Once received, we aim to process claims as quickly as possible. However, if information is missing from the claim form or receipt, this can take longer to process. And we may ask you for additional info.
Once approved, claim payments will typically reach your bank account within 10 working days. This is allowing us suitable time to assess and process your claim alongside the three working days it takes most banks to pay the funds into your account.
I am trying to upload my claim and the circle just keeps going round?
Try closing down your browser and starting again.
Can't find what you're looking for?
Our support teams can help.
Get in touch with us using your preferred contact method.