Submitting a Reimbursement Request on the Mobile App
This article applies to you if you have a Via Benefits reimbursement account (sometimes known as a Health Reimbursement Arrangement)*.
To submit a reimbursement request on the Via Benefits Accounts mobile app, complete these steps:
1. Sign into the mobile app.
2. Select Add New Expense on the Dashboard.
Premium Expense
To enter a premium expense, complete the following steps:
1. Provide information about your expense.
Note: Your former employer or benefits provider may provide premium reimbursement only. You will only see the options offered to you by your former employer. Your selection options adjust per your current account setup.
Select the category (e.g., Medicare, Part A/B, Medical, Pharmacy).
Select Premium for the type of expense.
Select Done.
Select Continue.
2. Enter the expense details.
Policy Period/Date(s) of Service
Enter the Policy Period for a premium expense. Provide the coverage dates (e.g., January 2024 to December 2024).
Provide the Date(s) of Service for out-of-pocket expenses.
Premium Amount
Select the amount type (Monthly or Total).
Carrier (e.g., Aetna).
Individual Serviced/Dependent (select yourself or a dependent from the drop-down list).
Select Continue.
You'll get immediate feedback on how much will be reimbursed based on your current balance and when to expense payments for ongoing premiums. Review and select Continue.
Examples
Past Month's Total Amount
Future Month’s Monthly Amount
3. The Payment Method displays the bank account on file. If you don’t have a back account on file, select Add Bank Account.
To learn how to update your banking information, read Direct Deposit.
4. Upload you supporting documentation. You can choose from Select from Unused Receipts or Upload Document.
5. Review you request and select Submit.
Note: Select Edit to make changes.
6. You'll receive a success message after submitting your request.
Note: You can choose to Add Another Expense or go Back to Dashboard.
Out-of-Pocket Expense
To enter an out-of-pocket expense, complete the following steps:
1. Provide information about your expense.
Note: Your former employer or benefits provider may provide premium reimbursement only. You will only see the options offered to you by your former employer. Your selection options adjust per your current account setup.
Select the category (e.g., Dental, Hearing, Medical.)
Select the type (e.g., Treatment, Therapy, Equipment.)
Select Continue.
2. Enter the expense details:
Date(s) of Service
Amount
Provider (e.g., Dr. Smith, CVS)
Note: If you entered providers in the past, the field auto-populates with suggestions when you begin typing. However, you can enter any other provider in the blank field.
Individual(s) Serviced (select yourself or a dependent from the drop-down list)
Select Continue.
Note: A warning message will occur if the system detects a duplicate submission. You may continue with the request or cancel it.
3. Select the Payment Method you would like to have funds deposited to, select Continue.
You may receive a check by mail if your former employer allows it. Please confirm your mailing address. Allow up to 10 days to deliver your check.
To update your bank account, go to Profile and select Banking Information.
4. Upload Supporting Documents. Document requirements and acceptable document examples are shown onscreen.
5. Select Review.
6. Select Submit after reviewing your request.
7. A success message appears on the Finished page when completed.
Select Add Another Expense if you want to submit another expense.
Select Back to Dashboard to return to the Home page.
*Via Benefits reimbursement accounts are administered by Extend Health, LLC.