How to upload itemized invoices to the member portal

To upload itemized invoices (both medical and pharmacy) to the member portal, watch this video or follow the steps listed below. Need help obtaining an invoice from your medical provider? Visit this article. 

How to upload your invoices to the member portal: 

1. Log in to your account on the member portal. 

Log in via desktop or mobile.

2. Scroll down to the "Open expenses" section on your main dashboard.

If you used the Sidecar Health VISA benefit card to pay for your care, you’ll see an expense was automatically generated. Locate and click on the expense/date for which you want to upload the invoice. (DO NOT CLICK "submit receipt") 

If you used a personal payment method, such as a personal credit card or HSA card, to pay for your care, start by creating a new expense.

• Click "Submit receipt”
• Scroll down and click “+New expense”

3. Select the type of care your invoice is for (medical/ pharmacy) and attach your itemized invoice(s) by dragging and dropping or clicking "browse file". 

Using mobile? Take a picture of your documents to upload directly from this screen

Note: a list of required information by invoice type will automatically populate based on your selection. It's recommended to double-check your itemized invoices to ensure they fulfill requirements before you press submit. This can help expedite claim processing times. If you need a visual example, click "see examples of itemized invoices". 

4. Click "Submit invoices" to complete your submission.