Optum Reimbursement Guide

In all cases, you will need two documents: the receipt from your purchase and the Letter of Medical Necessity (LMN) issued by Truemed.

Required documentation

• Receipt
• Truemed Letter of Medical Necessity (LMN)

Receipt requirements. Your receipt must include all five of the following elements:

1. Date of service or purchase
2. Description of the service or item purchased
3. Provider or merchant name
4. Patient name
5. Total cost

If your receipt is missing any of these elements, contact the merchant and request an updated receipt before submitting.

Submission steps

1. Log in to your Optum account at OptumBank.com

2. Select “Dashboard” in the top left, then select “Reimburse Myself ” below your available balance.

   

3. Select the account you want to request money from and how you would like to receive the money.

   

4. Enter the reimbursement amount

   

5. Enter the Provider information included on your LMN

   

6. Enter the date of service (date of purchase)

   

7. Select “Add Document” and upload your receipt and you Truemed LMN

   

8. Review and Submit

Note: Optum refers to the purchase date as the “service date” and the merchant as the “vendor/provider.” Use those terms when filling out the claim form.