Payflex Quick Guide: Submitting FSA Claims through Payflex

Edited

This guide provides a step-by-step process for submitting your FSA reimbursement claims via Payflex. You have two options: submit your claim online or through the Payflex Mobile app.


Option 1: Submit a Claim Online

Step 1: Access the Online Portal

Step 2: Initiate the Claim Submission Process

  • Navigation:
    Locate the claim submission or reimbursement section within the portal.

  • Action:
    Follow the on-screen instructions to begin your claim.

Step 3: Upload Required Documentation

  • Receipt:
    Ensure your receipt includes all necessary details.

  • Truemed Letter of Medical Necessity (LMN):
    Attach your LMN to substantiate your claim.

Step 4: Finalize and Submit

  • Review:
    Double-check that all information and documents are accurate.

  • Submit:
    Complete the submission process as instructed on the portal.


Option 2: Submit a Claim via the Mobile App

Step 1: Access the Payflex Mobile App

  • Action:
    Download and open the Payflex Mobile app on your smartphone.

  • Login:
    Sign in with your Payflex credentials.

Step 2: Initiate the Claim Process

  • Navigation:
    Navigate to the claim submission or reimbursement section in the app.

  • Action:
    Follow the guided steps to input your claim details.

Step 3: Upload Required Documentation

  • Receipt:
    Ensure your receipt includes the required information.

  • Truemed Letter of Medical Necessity (LMN):
    Attach the LMN along with your receipt.

Step 4: Review and Submit

  • Review:
    Confirm that all details are correct and both documents are attached.

  • Submit:
    Finalize your claim by following the app’s submission process.


Important Note:
When submitting reimbursements, be sure to include your receipt and Truemed Letter of Medical Necessity. This is essential for ensuring your claim is processed smoothly.


This quick guide is designed to help you efficiently submit your FSA claims through Payflex. For further assistance, please consult Payflex support resources or contact support@truemed.com