January 2013 > Be a Wise Healthcare Consumer

Be a Wise Healthcare Consumer

UT FLEX - New Employee Alert Option - Debit Card Substantiation Notification

The vast majority of debit card transactions for UT FLEX Health Care Reimbursement Accounts (HCRAs) are automatically verified and require no further action by a UT FLEX participant to validate the claim. A few situations do require participants to follow-up. Staying up to date when documentation is required for your UT FLEX debit card transaction is now easier than ever.

If PayFlex needs documentation to validate a debit card transaction, you no longer have to wait for a Receipt Request Letter to find out. As a UT FLEX participant, when you sign up for the Debit Card Substantiation Notification, you'll receive an electronic notification when a debit card transaction is processed that lets you know if additional action is required on your part. The message you receive will depend on the card-related event.

SCENARIO #1: The member uses the debit card. The merchant approves the card at the point-of-purchase. PayFlex has not substantiated the card transaction yet.

MESSAGE SENT: Please save the receipt for your card transaction at (Merchant Name) in case we need to verify the expense.

SCENARIO #2: The member uses the card. The merchant processes the debit card transaction. PayFlex substantiates the card transaction. The member can view the transaction online.

MESSAGE SENT: Your card transaction of <$XX.XX> at (Merchant Name) has been substantiated. No further action will be required.

SCENARIO #3: The member uses the debit card. The merchant processes the card transaction. PayFlex is unable to substantiate the transaction. The member can view the transaction online.

MESSAGE SENT: Your card transaction of <$XX.XX> at (Merchant Name) will require documentation. Login online to learn more.

How do UT FLEX participants with debit cards sign up for this notification?

To sign up, you must login to the PayFlex member portal at www.utflex.com. At the top of the page, click on My Settings and then click Notifications / Email Address. Select the notifications you wish to receive and then click Submit.