As a plan administrator, you have access to the full history of funds and the claims paid on the account. You can use this to review whether funds you have sent have been processed by National HealthClaim. You can also see all approved claims that have been reimbursed. To protect the confidentiality of your employees, no specific expense details are shown.
Note: The ledger is only updated once a claim has successfully been paid out. It will not show pending claims prior to reimbursement.
- From the Home page of your Plan Administrator Dashboard, click on "Reports"
- On the left side of the screen, click on "Funding Activity and Transactions"
Important notes:
- Online Deposits transferred directly from your company bank account can take up to three days to process. Once processed, the funds are available to be used for claim reimbursement, and appear in this report.
- If you fund the account with a cheque, you are able to view the date our office receives it in the mail.
- All cheques are subject to a 7 business day holding period starting from that date. Only after that waiting period has lapsed are the funds available to be used for claim reimbursement.
You can use the Date Selector to generate reports for custom timeframe.
- Click the calendar icon next to "From:" at the top of the report.
- Use the < and > to navigate between months.
- Use the « and » to navigate between years.
- Repeat these steps for the calendar icon next to "To:"
- The report will automatically update to show data for your selected date range.
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