Page 44 - Takoma Park Benefits Guide 2022
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Documentation Success How to Submit a Reimbursement Request Use technology to
Make sure your documentation is accepted your advantage.
everytime. IRS guidelines require these five If you used personal funds – a personal credit card, cash or check – to pay for an
pieces ofinformation on all documentation. eligible expense, you’ll have to submit a request to be reimbursed. Here’s how.
1. Name of the patient (you, your spouse
or dependent) Save yourself time by downloading myCYC, our
2. Date the service was provided secure mobile app. Use it to:
3. Name of the service provider
4. Description of service Step 1 Step 4 9 View account balances and payments
5. Amount/cost of item or service provided 9 Request a payment
Getting Started Submit Your Documentation 9 Receive important account alerts
Log into your account online or using the Follow the on-screen prompts to submit 9 Take a photo of your receipt and upload it
mobile app. your documentation. If you are on your directly to the system
phone, you can take a picture and upload
HOT TIP 9 View FAQs or tap to call Customer Service
Step 2 it directly. If on your computer, you can
An Explanation of Benefits (EOB) provided by browse and select your image to upload.
your insurance carrier usually contains all the Enter the Required Information Are you an advanced user? Sign up for Mobile
required information. Select “Make a Payment” and follow the Alerts in your online account for text messaging.
on-screen prompts to fill in the requested You also have the option to fax your docu-
information. mentation when online, though this method
takes longer to receive reimbursement. Fax
Step 3 the form, along with your documentation, to
“The mobile app is very user the number on the form. Continue through
friendly and makes it easy Check Your Documentation the on-screen prompts to finalize you request.
to track claims and upload Be sure your documentation contains these
five pieces of information: Each fax cover form has a unique barcode at
necessary documentation.” the top; be sure to use the fax cover form for
1. Patient name
this claim. If you have more than one claim,
2. Date of service send each claim as a separate fax.
– CYC participant 3. Doctor’s name
4. Description of the service
You’re done! If we have all the information
5. Amount charged
we need, we’ll process the claim
*Health Savings Accounts (HSAs) will not require
documentation, but you should always retain your
documentation in case it is needed at tax time.
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