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What's a "Service Receipt?"
What's a "Service Receipt?"
Danielle Constantine avatar
Written by Danielle Constantine
Updated over 8 months ago

Image by Mikhail Nilov

A service receipt is an official document provided by a healthcare provider to a patient following a medical visit or procedure. It serves as a record of the services provided, along with pertinent details such as the patient's name, the provider's name and credentials, the services rendered, the date of service, charges incurred, and any payments made. Essentially, it outlines the transaction between the patient and the healthcare provider, documenting the care received and the financial aspects associated with it.

Key Components of a Service Receipt:

  1. Patient Name: The service receipt should clearly indicate the name of the patient who received the services. This ensures that the receipt is associated with the correct individual's healthcare record. If the name on the service receipt does not match the name on myHSA (sometimes people have a legal name and a preferred name), we might ask you to edit the name in the profile to include an alias in brackets beside your legal name. This is so that we can verify it's really you!

  2. Provider's Name and Credentials: It's important for the receipt to include the name and credentials of the healthcare provider who administered the services. This helps verify the legitimacy of the services provided and the qualifications of the provider, and make sure they fit within the CRA guidelines for eligible practitioners.

  3. Services Provided: The receipt should detail the specific services or procedures that were performed during the visit. This can range from medical consultations and diagnostic tests to surgical procedures and therapy sessions etc. Please note that procedure codes are generally not sufficient, because we need to know specifically what was provided.

  4. Service Date: The date of service is a critical piece of information included on the receipt. It indicates when the services were rendered, helping to establish what balance we should be pulling from, and what year the claim should be reported in.

  5. Charges: The receipt should clearly outline the charges associated with the services provided. This includes the cost of each individual service, as well as any additional fees or expenses incurred during the visit. This way we know exactly how much you paid out of pocket, and how much you need to be reimbursed!

  6. Payment: Finally, the receipt should document any payments made by the patient or their insurance provider towards the services rendered. This helps track the financial aspects of the transaction and ensures accurate reporting and reimbursement.

Below is a sample of a Service Receipt! Questions? Reach out to us via live chat or email support@getmyhsa.com for more help.


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