When a program member pays out of pocket for a qualified expense, they can submit a claim for reimbursement. Here's how to review member claims.
Open claims
The claims dashboard will show you the following:
Number of open claims and how long they have been open
Member name
Benefit type
Claims status
You may also see additional information like Organization (if applicable to your team).
Claim status
Let's get familiar with each status below.
New: a new and unassigned claim
In Review: an open claim that another agent is reviewing or has looked into
Approved: the claim has been approved*
Denied: the claim has been denied*
Claims that are Approved or Denied automatically send a notification of the claim decision to the member; however, notifications may be disabled based on our partnership agreements.
Approve or deny claims
Processing claims is as easy as:
Select a New or In Review claim
Check the claim details
Leave notes as necessary, and
Select Approve or Deny.
When approving or denying a claim, refer to your company guidelines on what you're required to check and what is eligible!
Resolved claims
If you need to check a processed claim, select the Resolved tab at the top of the Claims dashboard to view your claims history.
Member claims submission
Your program members may not know how to submit claims, so here's the step-by-step you can provide them!
Log in to the account
Select the program to be reimbursed from
Fill out the Reimbursement form and submit it for review
On Desktop
On Mobile
