Health Equity Quick Guide: Submitting HSA/FSA Claims through Health Equity-Wageworks

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

• Service Start Date: The date care was received

• Service End Date (optional): Do Not Enter

• Vendor/Provider: The merchant name

• Provider Selection:

  • Select a provider you’ve previously used or add a new provider.

• Service Start Date:

  • Ensure the “Service Start Date” matches the date on the receipt you will be submitting as part of your claim.

  • This step is critical to avoid a denied claim.

• Dropdown Sections:

  • You will see two dropdown sections to select a service category.

• Selection Guidelines:

  • Do Not Select: Common Services

  • Select: LMN Needed under the “Other Services” category.

• When selecting a category, choose one that includes “LMN Needed” in the title.

• Action:

  • Click on “Submit Receipt Online NOW”.

• Receipt Requirements:
  For your receipt to qualify for reimbursement, it must include 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

• Note:

  • If your receipt is missing any of these points, contact the company you purchased your product/service from to request an updated receipt.

• Final Step:

  • Upload your Letter of Medical Necessity (LMN) by clicking “Add More Documentation for This Claim”.

• Important Reminder:

  • Ensure that the receipt is dated within the active range of the LMN to prevent a denied claim.

This guide is designed to streamline your claim submission process with Health Equity-Wage Works. If you need further assistance, please contact your administrator or support@truemed.com