When you submit a Bill Pay claim or reimburse yourself for an out-of-pocket medical cost, Lively logs that activity under the payment date (the day the care or purchase occurred) rather than the date your reimbursement was paid out.
Organizing your Spending Summary by the date of service helps you:
View exactly when your care took place across the calendar year.
Accurately match your medical expenses against your annual deductible or out-of-pocket maximum.
Keep expense records organized by the tax year the service occurred.
Still need help? Our team is ready to help! Please contact Lively Support via our 24/7 chat or secure message from your Lively account.
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