How to Check My Claims Application History

This guide will show you how to check your claims application history in NeuHR. You can view all your past claims, filter them by various criteria, and access detailed information about each claim including receipts and approval history.

Prerequisites

You must have an active employee account
You must have submitted at least one claim in the past

Step 1: Navigate to My Claims

From the main dashboard, click on Claims in the left sidebar, then click on My Claims from the submenu.

Navigate to My Claims

You’ll see the My Claims page with two tabs: My Pending Claims and My Claims History.

Step 2: Select My Claims History Tab

On the My Claims page, click on My Claims History tab to view all your past claims.

Select My Claims History Tab

The My Claims History page will display a comprehensive table of all your submitted claims.

Step 3: View Your Claims History

The claims history table shows the following information for each claim:

ID: Unique claim identifier (clickable link to view details)
Company: The company the claim belongs to
Claim Category: Main category of the claim (e.g., Transport, Dental, Admin)
Claim Subcategory: Specific subcategory (e.g., Dental, Wellness, None)
Amount: The claim amount before tax
Tax: Tax amount applied (if any)
Total: Total claim amount including tax
Status: Current status of the claim (Processed, Cancelled, etc.)
Updated on: Date and time when the claim was last updated

View Claims History Table

Step 4: Filter Your Claims

Use the filter options at the top of the page to narrow down your claims:

Available Filters

Global Search: Enter keywords or claim ID to search for specific claims
Filter by Company: Select a specific company to filter claims (if you have access to multiple companies)
Date Range: Filter claims based on their submission date range
Receipt Date Range: Filter claims based on the receipt date range
Filter by Category: Select a specific claim category to view only those claims
Filter by Status: Filter claims by their status (e.g., Pending, Processed, Cancelled)

Filter Options

Tip: Combine multiple filters to quickly find specific claims. For example, filter by “Processed” status and a specific date range to see all completed claims from that period.

Step 5: View Claim Details

Click on any claim ID link (e.g., CLM-527) to view the full details of that claim.

The claim details page displays:

Total Amount: The total claim amount
Tax Amount: Tax applied (if any)
Company: The company associated with the claim
Claim Category: Main category
Claim Subcategory: Specific subcategory
Status: Current claim status
Submitted By: Your name as the claimant
Receipt Date: Date on the receipt
Created Time: When the claim was submitted
Receipts: Attached receipt images (clickable to view)
Remarks: Any notes or additional information
Endorsement History: Who endorsed the claim, when, and their remarks
Processing History: Who processed the claim, when, and payment reference

View Claim Details

Note: You can click on receipt images to view them in full size. This is useful for verifying receipt details or downloading them for your records.

Step 6: Export Claims

Click the Export button to download your claims history for record-keeping, tax purposes, or reporting.

The export will generate a file containing all currently filtered claims (based on your active filters).

Export Button

Tip: Apply specific filters before exporting to get only the data you need. For example, filter by a date range to export claims from a specific period.

Step 7: Navigate Through Pages

If you have many claims, use the pagination controls at the bottom of the page:

First Page: Jump to the first page
Previous Page: Go to the previous page
Page Numbers: Click on specific page numbers to jump directly
Next Page: Go to the next page
Last Page: Jump to the last page

Pagination Controls

Claim Statuses

Understanding the different claim statuses:

Pending: Claim has been submitted and is awaiting endorsement or approval
Processed: Claim has been approved and payment has been processed
Cancelled: Claim has been cancelled (either by you or by the approver)
Rejected: Claim has been rejected by the approver