What should be included on HCFSA 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 patient who received service or incurred expense

Credit card receipts are not sufficient unless they include the above information.

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