You can setup recurring payments to your provider or recurring reimbursements to yourself in the member portal.
Your health insurance provider may automatically submit your claims to HealthEquity. Before manually adding a claim, please allow time for your claim to be sent to HealthEquity (if you have claims integration) and view current claims to see if your claim has been added.
From the member portal dashboard, click on 'Pay Provider.'
Select the account you'd like to use to make the payment.
Select how you would like to enter the claim and click ‘Next.’
As a payment: Enter the claim and be reimbursed or pay the provider, or
Enter a claim as a record only (no payments initiated).
Select to be reimbursed or pay the provider and click ‘Next.’
Choose the expense type, 'New' or 'Existing,' and click ‘Next.’
If it's a new expense, enter the 'Record-Keeping Information'
Provider
Name of the person who incurred the expense
Date expense was incurred
Expense type
Any additional notes for your record-keeping
If it’s an existing expense, you will need to choose it from the drop-down list.
Under 'Reimbursement or Payment Amount,' select one of the payment options:
Unpaid Amount: Pay the entire amount.
Other Amount: Select how much to pay if you do not want to pay the full balance.
Scheduled Payments: Schedule up to 52 payments in advance.
Select the number of payments in total using the 'Number of payments for this expense' dropdown.
For each payment, enter the amount and the date of payment in the provided form fields.
Split the payment amount evenly by entering the total amount to be paid in the 'Payment 1' field and clicking 'Divide Payments.'
Review the information you've entered, check the box to authorize the payment, and click ‘Next’ to complete the payment.