What should be included on HRA 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


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

View Full Support Page