Best Practices: Receipts & Statements
Date of Service
(Most Common Omission)
Provider Name
Patient Name
Service Description
(2nd Most Common Omission)
This information is required to confirm the provider where you purchased your goods or services. If your claim is denied because of "Merchant Not Qualified," call us and we can potentially add them to our system.
This information is required to confirm who received the goods or services. Unlike other benefits, your Dependents can use your debit card or file for reimbursement, even if they are not enrolled in your Medical, Dental, or Vision plan. So, this is more of a "soft" confirmation.
This information is required to confirm the Plan Year when you purchased goods or received services. Current Plan Year funds can not be used to pay for a prior Plan Year's service.
Credit card terminal receipts often omit Service Dates.
Statements that indicate a prior balance was paid, are a yellow flag that a prior year's balance was potentially paid.