Context

A help center page on using HealthEquity’s mobile app to upload financial documents to track expenses for a customer’s health savings account.

Sample

Uploading a document to the mobile app

How do I add documentation in the mobile app?

HealthEquity makes it easy to upload documentation using our mobile app. You can quickly add a receipt, invoice, or Explanation of Benefits (EOB) document to your account and attach it to a claim or card transaction for easy verification and record keeping of your expenses.

For information on the document requirements for FSA, HRA, or DCRA, please see our article on documentation requirements.

Follow these steps to add a receipt, EOB, invoice or other documents from your mobile device:

1. Log in to the mobile app.
2. From the home screen, tap the purple “Upload Document” icon.
3. Tap “Camera” to take a new photo, “Device Photos / Gallery” to select an existing photo from your device’s image library, or “Saved Receipts and Docs” to use a document you have previously uploaded to your HealthEquity account.
4. After uploading the image, scroll down to verify the date and document type and add a note for your future reference.
5. Tap “Save and Continue” to complete the document upload. The document is added to your saved “Receipts & Docs”.
6. The app then guides you through the process of attaching the document to a new or existing claim or card transaction. If uploading a new document, you may also save the new document to your account for later use.

You can also upload documents on the member portal.

For more information on the mobile app, see the HealthEquity mobile app article.