Claim rules · Article 3 of 4

Managing claim rules

The claim rules screen gives you a searchable, filterable view of every rule on your account. From here you can find rules, update their end dates, and delete ones you no longer need — individually or in batches.

5 min read Last updated May 2026

Opening the claim rules screen

The claim rules screen is reached from a customer's or supplier's profile:

From a customer profile — open the More… menu and select View claim rules. The list opens pre-filtered to that customer.
From a supplier profile — select View claim rules from the sidebar action area. The list opens pre-filtered to that supplier.

To see every rule on your account regardless of customer or supplier, clear the filter at the top of the page once the screen has loaded.

Reading the list

Claim Rules (8,341)

+New Claim Rule

Search🔍

Type of claim rule—

▾

Support category—

▾

CustomerJordan Okafor

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Supplier—

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ID	Reason	Type	Item	Customer	Created at	End date
4821	Standard CORE – Blocked	Blocked	01_011_0107_1_1: Daily Activities	Jordan Okafor	14 Apr 2026	30/06/2026	🗑
4820	Nursing – enrolled nurse	Warning	07_002_0106_6_3: Nursing	Jordan Okafor	14 Apr 2026	30/06/2026	🗑
4819	Continence – NDIS authorised	Authorized	03_040_0103_1_3: Continence Products	Jordan Okafor	12 Apr 2026	31/12/2026	🗑

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The claim rules screen pre-filtered to a customer. 1 Page header shows Claim Rules followed by the total in parentheses, with New Claim Rule on the right. 2 Five filters above the table — Search, Type, Support category, Customer, and Supplier. The Customer filter is already populated because the page was opened from a customer profile. 3 The data table — checkbox column for batch selection, then ID, Reason, Type (colour-coded badge), Item, Customer, Created at (sortable), End date (sortable), and a delete action. 4 Pagination footer.

Columns in detail

Column	Sortable	What it shows
ID	—	The rule's unique identifier.
Reason	—	The reason entered when the rule was created. If a claim rule group was used, this is the group's name.
Type	—	Colour-coded badge: Blocked, Warning, or Authorized.
Item	—	The NDIS support item number and name (e.g. 01_011_0107_1_1: Daily Activities), or All if no specific item was set.
Created by	—	The team member who created the rule.
Created at	Yes	Full timestamp the rule was created. Default sort: newest first.
Customer	—	The customer scope, or a dash if not scoped to a specific customer.
Supplier	—	The supplier scope, or a dash if not scoped to a specific supplier.
Start date	Yes	The date the rule becomes active.
End date	Yes	The date the rule expires.
Support plan	—	The customer's support plan the rule's dates are tied to, if applicable.

Filtering and searching

Five filters sit above the list. Changes to dropdown filters apply immediately (you don't need a Submit button). The total in the page heading updates to reflect the filtered result.

Filter	How it works
Search	Free-text search. Submit by pressing Enter or clicking the search icon on the right of the field.
Type of claim rule	Restricts the list to one of the three rule types. Applies on selection.
Support category	Shows rules covering a specific NDIS support category. Options are listed as {PACE number} – {PACE name}. Applies on selection.
Customer	Shows rules scoped to a specific customer. Pre-filled when you arrive from a customer profile.
Supplier	Shows rules scoped to a specific supplier. Pre-filled when you arrive from a supplier profile.

Sorting

Three columns are sortable: Created at, Start date, and End date. Click a column header to sort by it; click again to reverse the direction. The list defaults to Created at, descending — newest first.

Deleting a single rule

To delete an individual rule, find it in the list and select the trash icon at the right of its row. A native browser confirmation prompts "Are you sure you want to delete this claim rule?" — confirm to remove it.

Deletion is permanent Deleted rules cannot be recovered. If you want to stop a rule applying without losing it, set its end date to today instead — the rule expires but remains visible in the list. The bulk end-date update below is a fast way to do this across many rules at once.

Batch operations

When a customer's plan rolls over or you need to clean up rules in bulk, you can act on multiple rules at once.

Filter to narrow the list (optional) If you only want to act on a subset, apply filters first — for example, set Customer to the relevant customer.
Tick the rules to act on Use the checkboxes at the left of each row to select rules. The page header is replaced by a batch toolbar at the top of the page when at least one rule is selected.
Pick an action Either enter an end date and Update, or just Delete. See the two subsections below.

Updating 3 claim rules

End date

30/06/2026

Update

Delete

The batch toolbar appears at the top of the screen when at least one rule is selected. 1 The title shows the action — Updating N claim rules when an end date has been entered, or Deleting N claim rules if the date field is blank. 2 The End date input drives which action is offered. Update is disabled until you enter a date.

Updating end dates in bulk

With rules selected, type a date in the End date field on the toolbar and select Update. Every selected rule has its end date set to that date. This is the recommended approach when a customer's support plan period ends and you want to expire a group of rules together rather than deleting them.

The toolbar title reflects what will happen: "Updating N claim rules" while an end date is entered, switching to "Deleting N claim rules" if you clear the field.

Deleting in bulk

With rules selected, select Delete in the toolbar. A confirmation prompts "Are you sure you want to delete N claim rules?" — confirm to remove them all permanently.

When the list is empty

If no rules match the current filters (or there are no rules on the account at all), the table is replaced by a centred message reading "No Claim Rules found". Clear the filters or create a new rule to populate the list.

Permissions

The buttons and per-row actions on this screen are gated by three permissions:

Permission	Required to
claim_rule.create	See and use the New Claim Rule button.
claim_rule.update	See and use the Update button in the batch toolbar (bulk end-date updates).
claim_rule.delete	See and use the trash icon on each row and the Delete button in the batch toolbar.

If a button or icon you expect isn't visible, ask your team administrator to check your role permissions.