We know that it can be difficult to know what documents are required for your reimbursement requests or obtain them. Especially during times that providers offices are closed or have limited hours. Below is some information for what documentation we can accept, possible ways to obtain those documents, and verbiage that you can use to help your provider understand what you need.
In order for us to verify your expenses, we need to be able to see the following information:
- The date of service
- The services done or item purchased
- The cost to you
Documentation that typically has all of that information:
- Explanation of Benefits (EOB)
- Itemized Receipt
- Invoice or Patient Ledger
We can only use credit card receipts to verify the cost of the services to you. They typically do not list the services, and payment date can’t be accepted for date of service otherwise.
If your insurance provider or doctor offers an online portal, you may be able to get the needed documentation from those sites. Typically, they will have explanation of benefits, visit summaries, patient ledgers, etc. listed on those sites for you to more easily access information!
When reaching out to the provider for more documentation, you may be able to call their office and request one of the above listed documents. You can also explain to them the information you need, so they can try and get it all on one document for you. If they can take a picture of that document or email you a copy, you can then upload that to your reimbursement request. This may be easier than trying to schedule an appointment or finding time to get into their office.
Please keep in mind that the eligibility of your expense depends on what plan you have.