Guidelines for Reimbursement

Reimbursements can only be processed once the service has been rendered.

Items/services must have available funding in the corresponding Self-Direction Budget line for the Reimbursement to be processed.

• The Life Plan must correctly reflect the budgeted section(s) that the items/services are to be reimbursed from.

Items/Services that require prior approval should not be submitted for reimbursement until approval is given by the FI.

Overnight out-of-state services require prior approval.

• A Yedei Chesed Out of State form should be submitted to the FI for review and approval.

Reimbursements need to be submitted through eVero unless prior written approval is given by the FI.

Reimbursements need to be submitted correctly no later than 60 days from the month of service.

• For example, an invoice submitted on October 30th with a date of service of August 1st has the month of service of August. Since October is still within 60 days of the month of service, this invoice can be submitted. 

Self-Hired Staff reimbursements submitted by the staff or on behalf of the staff must be submitted correctly no later than 30 days from the date of service.

• This applies to IDGS Transportation and OTPS Staff Activity Fees

• The Individual/Designee must review the…