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Substantiating Debit Card Transactions

Date post: 23-Feb-2016
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Substantiating Debit Card Transactions . Substantiation. What is substantiation? Substantiation is documentation that an expense is qualified. The IRS requires that HRA funds be used for qualified expenses only. . Substantiation. When will you be asked to substantiate? - PowerPoint PPT Presentation
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Copyright © 2013 HealthEquity, Inc. All rights reserved. HealthEquity and the HealthEquity logo are registered trademarks and service marks of HealthEquity, Inc. Confidential and proprietary. Reproduction without express written consent is prohibited. Substantiating Debit Card Transactions
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Page 1: Substantiating  Debit Card Transactions

Copyright © 2013 HealthEquity, Inc. All rights reserved. HealthEquity and the HealthEquity logo are registered trademarks and service marks of HealthEquity, Inc.Confidential and proprietary. Reproduction without express written consent is prohibited.

Substantiating Debit Card Transactions

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Substantiation

What is substantiation?• Substantiation is documentation that an

expense is qualified. • The IRS requires that HRA funds be used for

qualified expenses only.

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Substantiation

When will you be asked to substantiate? • For card transactions used to pay expenses

from your HRA.

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Notification Requests

How will I be notified I need to substantiate?• By mail or email.

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Claim Matching

What is claim matching?• Once the electronic claim is received by

HealthEquity from Florida Blue, our system can match it to your debit card transaction.

• Claims can be automatically matched to card transactions based on the date, amount and vendor.

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Claim Matching

When will the claim not automatically match to my card transaction? • If you pay for more than one date of service at a

time.• If you pay a discounted or partial amount at the

time of service.• If HealthEquity does not receive the claim from

Florida Blue (dental or vision).

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How to Claim Match

If the claim and card transaction do not automatically match, you can match them from your member account. Select Reimbursement Account Detail from the My Money tab:

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How to Claim Match

Select the Debit Card tab:

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Member Claim Matching

To match the claim or submit your documentation select the Submit Documentation box:

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Submitting Documentation

Select your option to submit documentation:

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Matching Claims

Check the box next to the claim(s) that you paid with this debit card transaction:

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Member Match

Your medical claim from Florida Blue is now matched to the debit card transaction. This transaction has been substantiated:

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Other Options For Substantiating

• Upload your documentation and/or explanation of benefits directly to the debit card transaction from your member portal.

• Send your documentation by mail, fax or email (contact information is included in the substantiation letter you received).

• Use the HealthEquity mobile app.

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Use The Mobile App

• On-the-go access • Manage debit card transactions• Take a photo of documentation with

phone and link to card transactions• Match claims to card transactions

Available for iOS and Android

Convenient, powerful tools:

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Expert friends

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Always availableOur member services are taking calls 24 hours a day, every day of the year

Every step along the wayWe are here to answer any questions you have and help you maximize your savings

Call todayLet us conduct a personal assessment of your plan options

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