Auto-Substantiation

To assure compliance with IRS regulations, Evolution1 offers the maximum electronic substantiation capabilities to drive the minimum amount of paper. We can complement the IIAS capability by providing an additional level of substantiation to ensure that the eligible expense is within the approved plan design.

Result: 85-95% of all transactions don't need receipt follow-up.
53-60% of Transactions are Pharmacy

A-S methods for pharmacy transactions

• In IIAS participating merchants Inventory Information Approval Systems
• In 90% certified merchants
  • Retrospective PBM Matching
  • Copayment Matching
  • Recurring Expense Logic
• For HRA pharmacy restrictions that cannot be handled by IIAS alone
  • Patented Real-Time Data Matching at Point of Service

40-47% are Doctor, Hospital, Dental, and Vision

A-S methods for doctor, hospital, dentist, and vision transactions

• Retrospective Third-Party Data Matching (more than 145 leading medical, dental, and vision carriers)
• Copayment Matching
• Recurring Expense Logic