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How to prove medical necessity? What’s needed in the notes, and is there a template or guideline to help patients use HSA accounts?

Amy Nett: I think you know what’s needed for medical necessity in terms of using HSA or FSA accounts or various insurance plans that require this documentation tends to vary somewhat from the different sort of insurance programs. Sometimes I’ll even ask patients just to write up what they need and then I’ll look over it and if everything looks okay to me, then I basically just put it on a letterhead with a signature. If patients don’t feel comfortable doing that, then I’ll go through the supplements or tests, whatever they can get covered. And again, that seems to vary based on different programs, but I’ll list supplements and specifically what they were for.

Again for HSAs, you often don’t need that much in the way of documentation. I think it’s really only if there’s an audit on that, that people like to have some sort of documentation, so sometimes it’s as simple as just writing a list: B complex used for neuropathy, or B vitamin insufficiency, vitamin D, vitamin D insufficiency. And so really just doing, like, supplement reason, almost as we do like our review of findings, where in the treatment section you list a supplement, and you list what it was for. I don’t have a template for that because again, it’s pretty individual … but I think they can often be just a pretty simple, straightforward list with a one- or two-sentence explanation as to why.

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