What information will my auditor need from me while investigating a claim?

Modified on Wed, 15 May at 3:54 PM

During the course of investigating a claim/bill, your auditor may need any/all of the following information and/or documents that you will need to upload to your member portal:

  • Medical bills or invoices 
  • Payment receipts
  • Medical Records
  • Explanation of Benefits (EOB) if not in system (e.g. dental, vision)
  • Driver's License, Real ID, or Personal ID
  • Insurance card(s)
  • Death Certificate
  • Past due/collection letters or relevant correspondence.    
  • Any additional correspondence/letters from your providers or insurance company.


During an investigation, it is very important to check Messages from your auditor for any required information to successfully investigate your claim.

To upload documents:  

  1. Sign in to your account at member.healthlock.com.

  2. Go to the Dashboard, and select Documents from the left menu.   

  3. In the upper right corner, select + UPLOAD.

  4. When the Upload Documents box appears, select Choose a file to upload.

  5. Select a Category from the options: Insurance Card, Invoice, Receipt, and Other.

  6. Add a Description of the document you are uploading, then select UPLOAD.

  7. In the Documents view, you will see the document uploaded and your signed HIPAA authorization forms or other documents related to your insurance and/or claims.    

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