What should be included on documentation?

Your documentation should include:

• Explanation of Benefits (EOB) from insurance carrier or,
• Itemized documentation for an expense which should include: 
  
  • Original date of service
  • Description of service rendered or expense
  • Charges for service or expense
  • Provider of service or expense
  • Name of person who received service or incurred expense

 

A credit card receipt is not sufficient documentation unless the receipt includes all of the above information.