Using FSA & HSA Funds for Executive Function Coaching
Did you know that Executive Function Coaching may qualify for reimbursement through a Flexible Spending Account (FSA) or a Health Savings Account (HSA)?
Your FSA or HSA May Help Cover Coaching
Executive Function Coaching may be eligible for reimbursement through a Flexible Spending Account (FSA) or Health Savings Account (HSA) when coaching is used to treat or manage a diagnosed condition that affects executive functioning. This may include ADHD, autism, learning disabilities, or other qualifying medical conditions.Because eligibility and documentation requirements vary by plan, clients should always confirm coverage with their FSA/HSA administrator or employer’s benefits department.
How It Works
1. Confirm eligibility
Check with your FSA or HSA administrator to determine whether Executive Function Coaching may qualify under your plan and what documentation is required.
2. Obtain a Letter of Medical Necessity
A qualified medical practitioner must generally provide a Letter of Medical Necessity explaining the diagnosed condition, why coaching is medically necessary, and how the services will support treatment or management of the condition.
3. Submit documentation & use your funds
Once the required documentation has been submitted and approved, eligible coaching expenses may be reimbursed through your FSA or HSA. Keep receipts and any required documentation for your records.
What SOJO Can Provide
SOJO can provide documentation describing the nature, purpose, and cost of Executive Function Coaching to support a client's request for FSA or HSA reimbursement. The medical practitioner determines medical necessity, while the FSA or HSA administrator determines whether an expense qualifies for reimbursement.
Please note: FSA and HSA rules vary by plan. SOJO by Katie Vedova does not determine eligibility or guarantee reimbursement. Clients should confirm requirements with their benefits administrator before paying for services or submitting a claim.