The transaction was made using pre-tax funds and per IRS rules, we are required to ensure the charge meets the following conditions:

1. Patient Name
2. Date of Service
3. Provider Name
4. Amount due (after insurance, if applicable)
5. Services performed

The IRS has provided strict requirements stating that purchases be substantiated using itemized receipts when they cannot otherwise be substantiated per the IRS regulations.  BBPadmin is able to automatically substantiate about 95% of all Pharmacy claims, 90% of all medical and dental co-pays, 85% of all medical, dental and vision claims if you sign up for the EasyClaims Systems (insurance carrier claim feed). By signing up for the insurance carrier claim feed, the process of having to submit anything at all falls to about 15-20% of all claims.

As we work to know your plans and work with you and your carriers, most claims are able to be approved without much work on your end.  Please refer to the following IRS rulings on substantiation for pre-tax accounts and debit cards:

IRS Ruling 1

IRS Ruling 2

IRS Ruling 3

IRS Ruling 4

IRS Ruling 5