FREE 6+ Claim Reimbursement Forms in MS Word | PDF | Excel

A company running small and big businesses compose a lot of errands that need to be attended. To get the mentioned task done, there are times where employees are required to travel for business purposes. A claim reimbursement form is needed so that the employee’s expenses throughout the business trip will be reimbursed. In this case, an employee mileage reimbursement form is needed.

In attending a business trip, receipts of charges relevant to the trip should be kept for the main purpose of reimbursement. A necessity to file a report for an employee mileage reimbursement, which is also considered as an expense reimbursement in the workplace, is essential to validate all expenses that the employee has spent with either his or her pocket money or the company credit card.

Medical Reimbursement Form

Expense Claim Form

Group Health Reimbursement Form

What Claim Form Do Physicians Use for Reimbursement?

In the field of medicine, charges are processed differently. Reimbursement forms from physicians, unlike mileage reimbursement forms, contain information about the patient’s diagnosis and treatment. Data elements are found in it that needs to be filled out, although some elements do not have to be filled out if not required. These forms are termed as CMS-1500 or UB-04. The former is issued if the physician is a family or private physician; on the other hand, the latter is used by hospitals, be it private or public. Both forms are almost similar and are accepted by medical institutions and also by health care insurance companies.

How to Claim Medical Reimbursement

There are two methods in claiming medical reimbursement. Besides the conventional manual method, claims can now be processed electronically making information more accurate. In filing a manual claim, one of the many typical sample reimbursement forms, two paper claims need to be printed out and mailed to the payers. It is important to take note that the information in this form are handwritten, which may cause confusion, especially if the handwriting is barely readable. Unlike the electronic method, all information are stored in the system and which lessens the chances of errors. Even though this method is more accurate compared to the other, it still is vital to review the information printed or transferred in the system.

Prescription Claim Form

Claim Reimbursement Form Sample

Claim Reimbursement Form in PDF

Student Reimbursement Claim Form

What Is Its Importance to Claim Reimbursement?

A claim reimbursement form can definitely help a payer save some money or get the money back in which the expenses should not have been the employee’s to start with. In the field of business, records of charges should be kept so that the company will reimburse the expenses that an employee has spent by running important errands, although these claim reimbursement forms will still need to go through a process in order for it to be validated by the company. In the field of medicine, Medicaid reimbursement forms can help destitute patients or family by covering some cost of a treatment by a specific program like Medicaid or Medicare.

How to File a Reimbursement Claim

There is a step-by-step procedure to be followed in requesting for reimbursement forms. In filing a reimbursement claim, two reimbursement request forms should be printed—one to be issued to a company and one for the issuer’s copy. All necessary elements must be filled out. To make the claim strong and valid, receipts or bills should be presented. Before submitting a reimbursement form, it is necessary to review or back-read all the information printed in the form to make sure all of them are accurate and to lessen the chances of reissuing the form.