Processing Applications for Reimbursement

Processing Applications for Reimbursement

After the provider has successfully submitted their claim, you will receive an email titled "Reimbursement Request Received from... {provider}"

1. You can download the submitted Spreadsheet and any invoices/receipts they may have uploaded

You may be required to log into Jotform to access these files. The email address to log in is apply@essexsafestart.org.  Use the password previously set up or request a new one.

2. When you are ready to process this claim, click the link in the email to add more information to it. This link is unique to this claim so you must use it to ensure you adding the information to the correct claim. You will need to add:
   1. A reference number
   2. If you need more information to process the claim
   3. If there are items that do not meet the criteria
   4. Any further comments

This information will be sent to the provider so do not include any information that you do not want to share with them.

5. By clicking the link in the email "Add Information Here", you will be directed back to the website and to a Jotform that will add information to the claim and send relevant notification emails to the provider.

NB. All reimbursement claims will be approved but adding the above information will advise the provider to check criteria for future claims.

6. If you select either: Approve, Part-Approve, Or Deny; the provider will be automatically notified by email of the next steps.
7. If you select 'More Information Needed', the provider will be notified of what information to send. You will receive the following email:

8. When the provider sends you the information you need, click the link in the email to go to the Jotform Table which holds all of the reimbursement requests in tabular format. Here you can add/amend data to any of the claims.

You may be required to log into Jotform to access the table. The email address to log in is apply@essexsafestart.org. Use the password previously set up or request a new one.