Get Submitting A Claim Manually - Zenefits Help Center

Filing a claim manually through Zenefits can be a straightforward process if you follow the specified instructions carefully. This guide outlines each step necessary to complete the Submitting A Claim Manually form with clarity and precision.

Follow the steps to successfully complete your claim submission.

1. Click the ‘Get Form’ button to access the claim form. This action will open the document in an appropriate editing interface.
2. Begin by entering the member information. This includes the member's full name, date of birth, and MedTrak ID number. Indicate the relationship status by marking the appropriate option: cardholder, spouse, or dependent.
3. Provide the member's permanent mailing address where the reimbursement check should be sent. Additionally, fill in a daytime phone number for possible follow-up communication.
4. In the prescription information section, indicate the total number of individual prescription claims you are submitting. Ensure this number matches the receipts attached to the form.
5. Attach all necessary receipts or printouts from the pharmacy that contain required information such as the pharmacy's details, date filled, prescription details, and the cost paid for the medications.
6. If applicable, specify whether any of the prescriptions have already been reimbursed by another insurance plan by checking 'Yes' or 'No'.
7. In the notes section, provide any additional information that could help MedTrak in processing your claim effectively.
8. Finally, sign and date the form to certify that the information provided is correct. If the member is a dependent, the cardholder may need to sign the form.
9. Once the form is fully completed, save your changes if editing online, then choose to download, print, or share the completed form as necessary.

Complete your claim submission online to ensure a smoother and faster reimbursement process.