Overview
Supporting documentation is just a fancy way of saying receipts, invoices, prescriptions, doctor’s notes and basically anything that helps provide details about your expenses.
When you submit claims online from your Member Centre, we don’t typically need supporting documentation for each and every medical expense. We assume that you’re submitting information from a document provided by your service provider, and you understand that your records are subject to review by us or the Canada Revenue Agency (CRA).
To make things easy, we have a handy option during the claim submission process for uploading documentation. Receipts will have amounts broken down by service type, prescriptions will have DINs and invoices will show amounts are paid in full. All of this is important information to help in processing your claim quickly.
This article will provide an overview of when we’ll ask for supporting documentation for online claim submission.
The details
More information is required
Supporting documentation will contain information like dates, details about the expense, who it was for and the cost breakdown of the expense. Our Claims team will require this information to ensure that we’re reimbursing claims that follow CRA guidelines for eligibility, Plan rules and benefit period dates.
If all the information isn’t added during your claim submission, our team will reach out for supporting documentation so they can determine eligibility and reimburse the expense as part of your claim.
Expenses over $1000.00
It’s our policy to request supporting documentation for any expense that is over $1000.00. We want to avoid any negative tax implications for our Members and prevent over-reimbursement situations so it’s important to make sure that expenses over $1000.00 are paid, and eligible.
Random spot checks
As part of our commitment to continuously improve our service levels and processes, we may conduct random spot checks on claim submissions. We want to make sure we’re helping our Members avoid negative tax implications and these spot checks ensure CRA guidelines are followed.
Anything else?
Another benefit of uploading your supporting documentation to your secure Member Centre is that it’s way better than a filing cabinet! Uploading your documentation means it will be safely stored online and be accessible for the duration of your account and beyond.
If you don't upload your supporting documentation, please keep original documents in your files as you may be required to show proof of the expense if Blendable or the Canada Revenue Agency conduct a review.