To receive reimbursements through your QSEHRA, you must complete onboarding in your Take Command member portal, verify your health insurance coverage, and set up your reimbursement preferences.
Step 1: Log in to your member portal
Use the link provided in your Take Command welcome email to access your account.
Your username is your email address. If needed, you can reset your password from the login page.
After logging in, the onboarding checklist will guide you through the required steps.
Step 2: Review your QSEHRA benefit
During onboarding, you'll see:
Your available allowance
Your eligibility date
Information about your QSEHRA benefit
Review your allowance information before proceeding.
Step 3: Review plan documents
Download and review your QSEHRA plan documents.
These documents explain:
Eligible expenses
Reimbursement rules
Plan requirements
Important deadlines
You will be asked to acknowledge receipt of the documents before continuing.
Step 4: Complete your personal and family information
Enter your personal information and add any eligible family members covered under your health insurance plan.
This information helps determine your reimbursement eligibility and allowance calculations.
Step 5: Obtain qualifying health insurance coverage
To receive tax-free QSEHRA reimbursements, you must maintain Minimum Essential Coverage (MEC).
If you need health insurance, you can shop for individual coverage through Take Command or enroll through another qualifying source.
Step 6: Upload proof of coverage
Before reimbursements can begin, Take Command must verify your health insurance coverage.
Proof of coverage must demonstrate:
Your name
Active health insurance coverage
Insurance carrier information
Coverage effective date
Examples of acceptable documents may include:
Insurance premium bills
Insurance ID cards
Coverage confirmation letters
Insurance carrier portal screenshots
COBRA election documentation
Coverage must meet Minimum Essential Coverage (MEC) requirements.
Step 7: Set up recurring premium reimbursements
If your plan allows premium reimbursement, you can submit your monthly premium as a recurring expense.
This allows future premium reimbursement requests to be created automatically without submitting a new claim each month.
Additional documentation may be required when your coverage renews or changes.
When will reimbursements begin?
Reimbursements can begin after:
Onboarding is complete.
Proof of coverage has been reviewed and approved.
Any additional required documentation has been provided.
Key takeaway
To complete QSEHRA onboarding, log in to your member portal, review your plan information, provide proof of qualifying health insurance coverage, and set up reimbursement preferences. Approved proof of coverage is required before reimbursements can begin.