Setup & admin · 4 articles

Claim rules

Claim rules let your team control which invoices Navigator flags, blocks, or explicitly permits — scoped to a customer, supplier, or specific NDIS support items.

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Get started quickly

New to claim rules? Start with what they are, then learn how to create one.
The basics

What are claim rules?

Understand the three rule types — Blocked, Warning, and Authorized — and how Navigator applies them.

Read the overview
Step by step

Create a claim rule

Set the type, choose a customer or supplier, pick support items, and set a date range.

Create a rule
Day to day

Manage your rules

Filter, search, batch-update end dates, and delete rules you no longer need.

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All articles

Everything you need to set up and maintain claim rules in Navigator.
Basics
1 article
Creating & transferring
2 articles
Managing
1 article

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Common questions

What's the difference between Blocked and Warning? What are claim rule groups? How do I update multiple rules at once? Customer has a new plan — how do I copy their rules?