Walk through how estimates, bills, EOBs (Explanation of Benefits), receipts, and proof of payment stay connected from care planning through reimbursement support.
The dashboard shows what is documented, what may have a billing gap, and what still needs review before reimbursement.
Documented expenses
$2,340
Records saved
18
Needs review
3
Treatment estimates, bills, EOBs, receipts, and proof of payment can be uploaded or forwarded into one review queue.
Drop care records here
Estimates, bills, EOBs, receipts, ZIP files, and forwarded emails flow into Intake.
Keep records organized with secure storage, email intake, connected cloud copies, and supported insurance sync where available.
Secure record storage
Keep HSA support documents organized in one secure recordkeeping workflow.
Email intake
Forward receipts, bills, EOBs, and estimates into the review queue — useful when family members need to share records conveniently.
Connected cloud copies
Synchronize optional copies of your records to Google Drive or Dropbox when enabled.
Insurance EOB sync
Anthem / Elevance EOB sync is available only in the limited insurance pilot when enabled. Additional payer connections may be added over time.
Extraction results stay as suggestions until the user reviews and confirms the record.
Review-first workflow
Unlock HSA can suggest fields, but the saved expense record is based on user-confirmed information.
A Care Folder can connect estimates, questions, expected billing items, later bills, and related expenses.
Dental crown care folder
Planned care, bills, receipts, and notes in one place.
The ledger separates billed amount, paid amount, reimbursed amount, and remaining unreimbursed paid amount.
Generate an audit-support export with expense summaries, linked bills, EOBs, receipts, reimbursement history, and review notes.
2026 HSA records package
Expense summary, ledger CSV, manifest, and linked evidence files.
