Online Claims Submission User Guide

Transcription

1 Online Claims Submission User Guide Important News for Spending Account Participants Flexible Spending Account (FSA) participants can enter claims data through the web and upload images of scanned documentation for both manual claims and card transaction validation requests. Online Claim Submission Once you log into the spending account web site, you will have the option to enter claim data online. Just click Online Claim Submission from the menu. After clicking Online Claim Submission, you will see this screen.

2 Claim Options Based on the types of claims you can submit, you may see the following options: Healthcare FSA Health FSA or HRA Dependent Care FSA Once you select the claim type, you will then be able to enter the claim data. Claim information must be entered in these fields: Coverage Code Select the of health care expense you are submitting, such as general medical or dental. Date of Service(s) Provider Name Claim Amount Patient Name Patient Date of Birth If the expense is Covered by Insurance

3 Saving a New Claim Once you enter the appropriate claim data, you can either Save a New Claim or Cancel Changes. Save a New Claim Lets you proceed with entering claim data. Canceling the Changes Will remove the claim data you just entered. Once you Save a New Claim, you will see the Summary of Claim Expenses below the claim entry area. You can either: Click on Edit to update the claim data just entered or Delete the Selected Item just entered or Continue by clicking Next Step Once you click Next Step, you will have two options to submit your expenses. 1. Upload receipt images which you have scanned and saved as a PDF,.TIF or.jpg file. 2. Generate a claim form to be ed to you so that you can print and use as a cover letter to fax or mail your receipts.

4 Generate Form or Upload Receipt are listed under the Summary of Claim Expenses. If you select Generate Form, this page will display where you must verify your address and certify that you agree to the claim certification terms and conditions listed on the page. To certify that you understand the claim certification terms and conditions, check the box, then click I Certify.

5 Once you have certified the claim, you will see a summary of the claim expense and have the ability to either: Add More Claims or Return to Account Your online claim submission cover letter will be ed to you. You must place the cover letter in front of your receipts and appropriate documentation prior to faxing or mailing your information.

6 Uploading Documentation If you selected Upload Receipts from the Summary of Claims Expenses, you will then be able to automatically load a copy of your receipts to provide documentation for the claim. Please make sure the images of the receipts are in PDF,.TIF or.jpg format and saved in a convenient location on your computer. To upload a receipt, click on the Browse button and navigate to the applicable document. Once the document has been loaded, the Browse button is grayed out and the document name is listed beneath the Please select an image area, as shown.

7 Once the document has been loaded, you must click on the Upload button to load it to the applicable claim record. You will then be able to see that the image has been attached to the claim, as shown by the check mark in the image column. Claim Certification Once you validate the image was loaded to the correct claim, you must click on Next Step, which will then take you to the claim certification page.

8 You will then see a confirmation page as if you were going to send in the claim documentation. The spending account will display a new Alert message on the Active Accounts page once ADP has generated a Claim Receipt Form. This message will remain for 15 days.

9 Card Transaction Validation You can identify card swipes that need attention by clicking Advanced Search from the left navigation bar and selecting Recent claims needing my attention. Unable to find your claim? Select Advanced Search or the green circle to expand and update the claim filter From and To dates. Select Search to find your card transactions that need to be validated. To upload your receipts, double click the card transactions. Select the Upload Documentation button and follow the upload documentation steps.