As a Plan Administrator, you can view each participant’s ledger through the online administrator account.
The ledger provides an accounting-like view of an employee's activity. The ledger tracks:
- Allowance amounts
- Approved claims
- Unpaid claim amounts
- Available balance
- Any corrections made to claims, allowances, balance or reimbursements
Please Note: The view is limited by HIPAA privacy regulations. Plan Administrators can see basic amount approved for reimbursement, but are unable to see specific claim details.
Tip: The ledger shows the current Plan Year. To view a past Plan Year, click on the drop-down View Previous Plan Periods and select the appropriate period.
A Participant’s ledger can be accessed from their Information page. You can view the ledger by clicking on a participant's name, then selecting the View Ledger link on the right hand side.