Michele asked us what type of receipt information is required from claims from private health centers, or on other HSA claims from an employee of a company.
Answer: Our adjudicators normally look for 5 key pieces of information. The health spending account claim information includes:
- Who is performing service – if this is a particular medical practitioner (doctor, dentist, chiro, massage therapist, etc – their registration / license information would be included on a claim receipt), but it can also be a medical institution in cases where the employee is filing claims for services at a private medical center.
- what services are being performed
- the cost of the services listed
- who the service is for i.e., the employee, or the dependent who is receiving treatment
- the date of service, or in the case of a special treatment it may specify a date range.
Adjudicators must receive this type of information in order to be consistent with CRA guidelines when adjudicating claims.
The PreTax Health Team