What is Claim Sync, and how does it work?
Claim Sync is a feature offered by Lively that securely imports claims from your health insurance plan(s) (medical, vision, and/or dental) to the Lively HSA platform, and displays it on the Claim Sync dashboard for you to take action.
Actions you can take on imported claims include:
- Reimbursing claims with your HSA funds
- Archiving claims to filter for the most relevant claims for reimbursement
- Matching an imported claim to a payment on your Lively HSA debit card
How do I get started with Claim Sync?
- From your dashboard, open the top-left menu, and click on “Claim Sync” in the navigation bar.
- Once you’ve opened the Claim Sync dashboard, you will see a welcome message. Click “Connect a health insurance plan” to link your health insurance plan and import claims.
- Proceed with the step-by-step instructions on the screen to connect your insurance plan(s). Please note, you have to connect insurance plans one at a time.
Will any changes or actions I take through Claim Sync be reflected on my health insurance plan(s)?
No, any actions you take through Claim Sync will only be reflected on the Lively platform, and will not affect your health insurance plan(s).
I’m unable to find my health insurance plan(s) to connect on Claim Sync.
We work with a third-party provider, TPA Stream, to offer Claim Sync. Insurance plans that are compatible with Claim Sync are determined by TPA Stream, and not Lively.
Why don’t I see all of my health insurance claims through the Claim Sync dashboard?
It’s important to note that a claim must be settled with your health insurance plan in order for it to show up in the Claim Sync dashboard.
Once you’ve authorized Claim Sync, it can take a few minutes for it to finish importing settled claims. If you’re still not seeing the claim you’re looking for, please contact your insurance plan carrier, or manually reimburse your claim by navigating to Reimbursements from the top-left menu.
Why don’t I see Claim Sync as an option in my Lively HSA?
Your employer must opt in to Claim Sync in order for it to show up as a feature on your Lively HSA.
Is this feature available for my Lively Flexible Spending Account (FSA)?
Claim Sync is currently only available for Lively Health Savings Accounts (HSAs).
Is this feature available on the Lively mobile app?
Claim Sync is currently only available on web.
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