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Free form template · Word

Medical Reimbursement Form

A medical reimbursement form is used to claim back out-patient medical costs, such as doctor visits, medicines and tests, under a company's medical allowance or OPD benefit. It is paid by the company through payroll, not by the group insurer, and tracks the employee's annual limit.

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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

MEDICAL REIMBURSEMENT CLAIM FORM (OPD)

Company:
[Company Name]
Claim Period:
[Month / Quarter]
Claim Ref.:
[Reference Number]
Date:
[Date]

Employee Details

Employee Name
Employee ID
Department
Designation
Reporting Manager

Entitlement Status

Annual Limit (₹)Claimed So Far (₹)This Claim (₹)Balance After Claim (₹)
[Amount][Amount][Amount][Amount]

Bill Details

Bill No.Bill DatePatient NameRelationshipDoctor / Pharmacy / LabNature of ExpenseAmount (₹)
[Bill No.][DD/MM/YYYY][Patient Name][Self][Provider]Consultation[Amount]
[Bill No.][DD/MM/YYYY][Patient Name][Spouse][Provider]Medicines[Amount]
[Bill No.][DD/MM/YYYY][Patient Name][Child][Provider]Diagnostic Test[Amount]
Total[Amount]

Not Eligible under this Form

  • Hospitalisation expenses covered by group mediclaim
  • Cosmetic, beauty or wellness products
  • Bills without patient name or provider details
  • Expenses older than [Number] months

Declaration

I certify that the above expenses were incurred by me for myself or my eligible dependants, that original bills and prescriptions are attached, and that I have not claimed these expenses under any insurance policy or from any other source.

Employee
[Employee Name]
Date: [Date]
Approved by
[Reporting Manager]
Date: [Date]
HR / Payroll
[HR Name]
Payroll Month: [Month]

What this template includes

  • Annual entitlement, amount already claimed and balance available
  • Bill-wise table with patient, provider and amount
  • Prescription requirement for medicine bills
  • Eligible and non-eligible expense guidance
  • Manager or HR approval and payroll month
  • Declaration that bills are not claimed under insurance

When to use it

  • When the company offers a fixed annual OPD or medical reimbursement limit
  • For dental, optical or consultation bills not covered by group mediclaim
  • Quarterly or monthly bill submission cycles run by payroll
  • Year-end claims before the reimbursement window closes

How to customise this template

  1. 1Enter your annual OPD limit and which family members it covers
  2. 2List exclusions, for example cosmetic items or supplements
  3. 3Set the submission frequency and payroll cut-off
  4. 4Decide whether digital bills are acceptable

HR tips

  • Keep this separate from insurance claim forms to avoid double claims
  • Check that each bill has a GSTIN or registration where applicable and a patient name
  • Return unclear bills with a reason rather than silently rejecting
  • Share the year-to-date balance with the employee on each settlement

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Frequently asked questions

What is the difference between medical reimbursement and mediclaim?+

Medical reimbursement is a company-paid allowance for routine OPD costs, processed through payroll. Mediclaim is group insurance that pays for hospitalisation through the insurer or TPA.

Is medical reimbursement taxable?+

Tax treatment depends on current income-tax law and how your salary is structured. Check with your payroll team or tax adviser.

Can I claim medicines bought without a prescription?+

Most company policies require a doctor's prescription for medicine bills. Check your company's reimbursement policy.