Successful Claims Submission Tips—Getting Paid the First Time

• Fax or email your claim to save time.

• Copy your receipts and keep the originals for your records.

• Attach complete receipts. The receipts need to have:

  • Date of service

  • Type of service or product (so administrator can tell if it is an allowed expense per IRS rules)

  • Cost of product or service

  • Provider of product or service

• Ask your pharmacy for a printed copy of your prescription fill history and use this print out as documentation when submitting your prescription claims.

• If you are requesting reimbursement for vitamins, herbs, supplements or massage, include a note from your doctor stating that you have a medical condition which requires this as treatment. (These statements are kept on file for one year after initial submission.)

• If you have lost a medical provider receipt, simply contact your insurance company and request an Explanation of Benefits (EOB) for the related service. An EOB works for supporting documentation just as well as any other receipt you would receive from your providers.

• If you have any doubt about whether an item is for an allowable expense, look it up on the Allowable Expense list on the website, or contact your account administrator at The Cafeteria Plan Company to find out.