So, you want to file a claim online.

That’s great. Because it’s really easy.

And you can pay yourself back for any eligible out of pocket expenses.

And, oh yeah. You can upload multiple expenses in one submission.

OK, hold on. For this process, you’ll need the documents that show what your expense was.

You’ll need to include the merchant or provider name, patient name, date of service, description of service and the final amount you had to pay.

If you don’t have them, go find them. Otherwise, you’ll have to start this whole thing over. And I know you don’t want to do this twice.

Let’s get started.

If you want to pay yourself back for your expenses, select file a claim under account actions. Now, you’ll choose your expense type.

You’ll enter the money you spent and the date.

Once you make sure all the info is correct, select Continue.

If you have more than one expense, you can put them all in here. Once you’ve entered each expense you want to, select Continue.

If you’ve linked to your bank account, you will get a direct deposit. If you do have a linked account, you’ll find send funds to my bank account. If you never linked an account, you’ll have to get a check by mail. Now, if you want to pay your provider instead, here’s the spot to do it. Tap “send funds to someone else.” Either add a new recipient or if it’s a provider you’ve used before you can select that. Under “Additional Payment information,” add your contact number, the date that is on your statement and the account number or invoice number which is also listed on your statement. You’ll want to enter the name of the person who got the care or service. If you have any additional comments, here’s the place to put it. Go ahead and click Add.

Now hit Continue to provide those documents we told you about in the beginning. Before you upload the documents, make sure they’re in the correct format. Either a JPG, PNG, GIF or PDF. If you’re not sure how to save the documents in these formats, refer to Google. Go ahead and upload those documents. You’ll select them from your computer. If you’d rather send your documents by mail or fax, you can choose this option but make sure to read the instructions before continuing. You’ll need to download a coversheet to submit with your documents if you go this route. Whichever way you choose you’ll review and confirm your details. And then, once you’re ready, hit Continue.

Check the box where it says, “your signature” to confirm your submission is for an eligible expense. If it’s submitted correctly, you’ll get a confirmation message. And that’s it!

Now if you click “Take me to my dashboard,” you can sign up for account notifications under Account Settings. Then you can choose how you want to get info about your account.

If there’s anything else that you need help with, you can chat, email or call PayFlex for personal assistance.

You can also share your computer screen with a Customer Service Representative, and they can assist you with any issue.