You can use Forma Admin to gain valuable insights into your programs. Under Dashboard > Post-tax, you’ll find several datasets, including the Top Claim Rejection Reasons graph (shown below). Hovering over each section of the graph reveals the number and percentage of claims associated with that specific rejection reason.
At the top of the dashboard, you can filter the data by date range, account, and/or country.
To explore claim rejections in more detail, download a Transaction Report. For instructions, see How do I create a Transaction Report on Forma Admin? Once downloaded, filter the report by status = "Rejected." Focus on the "Rejection Reason" (provided by the Forma team) and "Employee Note" (what the employee entered in the claim description) columns. This provides insight into what employees believe is eligible—and where there may be confusion.
Use this data to inform your employee communications and help reduce rejection rates.
For added clarity at the time of submission, you can also work with your Forma team to add a policy acknowledgment to the bottom of the claim submission form. This reminder helps reinforce what is and isn’t eligible. To learn more, see Policy acknowledgment for claim submission.