How to Navigate Your Via Benefits Dashboard - YouTube

The reimbursement center dashboard in your  Via Benefits online account is the central  

location to review your account  activity and submit reimbursements.

If you look under HRA - Health Reimbursement  Arrangement - on the left side of your screen  

you will see your account summary. Here  you can view your total available balance  

as well as payments on hold. It will also show  you a breakdown of balance rollovers from  

previous years which account  for your total available balance. 

You can view your detailed account activity  by selecting either "View Account" or "More."  

You are able to make reimbursement requests  by selecting either "Premium Reimbursement" or  

"Out-of-pocket Reimbursement" in the upper right  corner of the screen. You would select   

"Premium Reimbursement" to seek reimbursement for current  plan premiums or premiums for previous years.

"Out-of-pocket Reimbursements" are for  those infrequent medical expenses  

such as deductibles, co-pays, as well as  prescription drug costs.

Let's walk through an example of how to submit for an out-of-pocket  reimbursement using your online account.

To begin, click on "Out-of-pocket Reimbursement."

You will get a notification detailing the necessary elements

your supporting documentation must have  in order for it to be a valid supporting document.

It also identifies the different ways  you can submit the supporting document.

On the left side of the screen in gray you  will find your progress bar.

After completing a section on the form, the progress bar will  let you know what items still remain incomplete.

The first section on the form is identifying  what category you are seeking reimbursement for.  

Use the drop-down list to select the Category type.

The next section is identifying the  Expense type. Once again, use the drop  

down list to select your Expense type  based on the category you selected above...

then select the date the service took place.

You can use the drop-down list to change  the month as well as the year if needed.

Enter in the amount you  paid for the good or service.

Next, enter in the provider or carrier's name,

then use the drop-down list to select  the individual the service was for.

Last, provide your supporting documentation. There are two ways to submit your supporting documentation.

You can either upload the document by scanning it to your desktop or taking a picture of it with your phone and saving it to your computer

or you can fax or mail the document directly to Via Benefits.

Uploading the document is the recommended method since it does expedite the reimbursement process

and it makes tracking your reimbursement easier. Just select "Upload file."

You can browse for the file on your desktop or you can drag the document into the box.

Then select "Review and Submit."

If all of the information is  correct, submit the reimbursement.

Another easy way to submit a reimbursement is  through Via Benefit's new mobile application.

Just download the app to your phone, complete  the form and take a picture of the supporting  

documentation - front and back - and attach it with your submission.

Remember Via Benefits is always there to assist you with any questions or concerns

about your HRA and submitting for reimbursement.