Creating a Claim
Step-by-step guide to creating your first ADP claim
This guide walks you through creating an ADP claim from start to finish. You'll learn how to fill in claim details, add devices with their prices, and save your work. This is the core workflow you'll use daily.
What You'll Learn
- Understanding the claim form fields
- Searching for and adding device codes
- How ADP and client portions are calculated
- Saving and exporting your claim
1 Opening the New Claim Form
Click "New Claim" in the Sidebar
From anywhere in Fusion Cloud, look at the left sidebar. Click "New Claim" (it has a plus icon). This opens the claim creation form.
Alternative: Dashboard Quick Action
You can also click the "New Claim" button in the Quick Actions section of your Dashboard. Both methods take you to the same form.
2 Filling in Claim Details
At the top of the form, you'll see several fields to fill in. Here's what each one means:
Claim Details Form Fields
| Field | Example | Description |
|---|---|---|
| Vendor Code | 1234567 | Your 7-digit ADP vendor number (assigned by ADP) |
| Claim Number | 1234567890 | The client's ADP claim number (usually 10 digits) |
| Client Reference | 1220 | Your internal reference number for this client |
| Invoice Number | INV-111 | Your invoice number for this order |
| Invoice Date | 2024-11-29 | The date on the invoice (click to select from calendar) |
| Client Type | REG | The funding type (see explanation below) |
Understanding Client Types
Regular (75/25 Split)
ADP pays 75% of the price, client pays 25%. This is the most common type.
Ontario Disability Support (100/0 Split)
ADP pays 100%, client pays nothing. For clients on ODSP.
Assistance for Children with Severe Disabilities (100/0 Split)
ADP pays 100%, client pays nothing. For children with severe disabilities.
Fill in the Fields
Type your information into each field. The Client Type is a dropdown - click it and select REG, ODS, or ACS. The portions will be calculated automatically based on this choice.
3 Adding Devices to the Claim
Below the claim details, you'll see the device section. This is where you add the mobility equipment covered in this claim.
Step A: Search for a Device Code
Click in the "Search device code..." field and start typing. You can search by:
- • Device Code - Type the code like "WM0001040"
- • Description - Type words like "wheelchair" or "cushion"
As you type, matching devices will appear in a dropdown list below the search box.
Step B: Select a Device
Click on the device you want to add from the dropdown list. You'll see:
- • The device code (e.g., WM0001040)
- • The description (e.g., "Manual Wheelchair, Custom")
- • The ADP price in green (e.g., $2,110.00)
Step C: Enter Quantity and Serial Number (if applicable)
After selecting a device, two more fields appear:
| Field | When to Fill |
|---|---|
| Quantity | Usually 1. Change if adding multiple of the same item. |
| Serial Number | Enter for wheelchairs and major equipment. Leave blank for accessories. |
Step D: Click "Add Device"
Click the green "Add Device" button. The device will appear in the table below with all prices and portions calculated automatically.
Tip: Adding Multiple Devices
Repeat steps A-D for each device in the claim. Most claims have one main wheelchair and several accessories (seating, cushions, backs, etc.).
4 Understanding the Device Table
As you add devices, they appear in a table. Here's what each column means:
Device Table Columns
| Column | Description |
|---|---|
| Device Code | The ADP product code |
| Serial # | Serial number (if entered) |
| Qty | Quantity (number of items) |
| Unit Price | Price per item (from ADP price list) |
| ADP Portion | Amount ADP will pay (shown in green) |
| Client Portion | Amount client pays (for REG clients only) |
| Actions | Delete button to remove the device |
Claim Totals
At the bottom of the table, you'll see the total amounts:
- • Total ADP Portion: Sum of all ADP amounts (what ADP pays)
- • Total Client Portion: Sum of all client amounts (what client pays)
- • Grand Total: The complete order value
Removing a Device
Made a mistake? Click the trash icon in the Actions column to remove a device from the claim.
5 Saving Your Claim
Review Your Claim
Before saving, review all the information:
- ✓ Is the vendor code correct?
- ✓ Is the claim number correct?
- ✓ Is the client type (REG/ODS/ACS) correct?
- ✓ Are all devices added with correct quantities?
- ✓ Are serial numbers entered for wheelchairs?
Click "Save Claim"
At the bottom of the form, click the green "Save Claim" button. The claim will be saved and you'll be taken to the claim view page.
What Happens Next?
After saving, you can:
- • View the claim - See all details on a summary page
- • Edit the claim - Make changes if needed
- • Export to TXT - Download the ADP-ready file
- • Create another claim - Start a new one
Quick Reference: Example Claim
Here's an example of a completed REG claim:
Claim Details
Devices Added
Portion Split (REG): ADP Pays: $2,189.25 (75%) | Client Pays: $729.75 (25%)
Great Job!
You've learned how to create a complete ADP claim. In the next guide, you'll learn how to view, search, edit, and manage your saved claims.
Next: Managing Claims