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QSEHRA Employee: Documentation Required for Medical Expense Reimbursements

This article is for employees participating in a Qualified Small Employer HRA (QSEHRA) administered through Take Command who need to understand documentation requirements.

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Written by David Hung

Medical expense reimbursement requests must include documentation that verifies who received the service, what service was provided, when it occurred, and how much it cost.

What documentation do I need?

Your reimbursement documentation must include:

  • Patient name

  • Medical provider, hospital, or pharmacy name

  • Date of service

  • Description of the medical service or item

  • Amount charged

Claims missing required information may require additional documentation before they can be approved.


Can I upload multiple documents?

Yes.

If multiple documents are required for a single reimbursement request, combine them into one PDF before uploading.

Examples include:

  • Receipt and Explanation of Benefits (EOB)

  • Letter of Medical Necessity and receipt

The platform accepts one document upload per reimbursement request.


Do I need to submit a Letter of Medical Necessity every time?

Usually not.

If a Letter of Medical Necessity is required, it generally needs to be submitted once each plan year unless updated documentation is requested.

The letter should accompany the related reimbursement documentation.


What file types are accepted?

Supported file formats include:

  • PDF

  • PNG

  • JPEG

Files must be 10 MB or smaller.


When does this article not apply?

This article does not explain how to submit a reimbursement request.

It explains only the documentation required for review.


Key takeaway

Submitting complete documentation the first time helps prevent reimbursement delays. Combine supporting documents into one file and ensure all required information is clearly visible before submitting your claim.

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