Optum Quick Guide: Submitting HSA/FSA Claims through Optum

This document outlines the general flow a customer will experience when submitting an HSA/FSA claim for reimbursement through Optum.

• Service Date: The date care was received

• Vendor/Provider: The merchant name

On the initial screen, you will have the option to start the claims process by selecting either “Pay Provider” or “Reimburse Myself” in the upper right-hand corner. For Truemed’s purposes, please select “Reimburse Myself.”

• Important: The service date entered must align with the date on the receipt and fall within the active range of your Letter of Medical Necessity.

In this step, you will need to:

• Document the reimbursement amount.

• Indicate who the service is for.

• Select a service type.

• Provide vendor information.

• Optionally, include additional details in the description section for clarity around the purchase.

Service Types

Under the “Healthcare Related” category, multiple options are available. Please select the category that best describes the product or service you are submitting for reimbursement.

The final step requires uploading two key documents:

• Receipt: Ensure your receipt contains the following five points of information:

  1. Date of service or purchase

  2. Description of service or purchase

  3. Provider or merchant name

  4. Patient name

  5. Cost

  If your receipt is missing any of these details, please contact the company from which you purchased your product or service to request an updated receipt.

• Letter of Medical Necessity: Upload the LMN issued for your claim.

  

This guide should help streamline your claim submission process with Optum. If you encounter any issues or need further assistance, please contact Optum or support@truemed.com.