Reimbursement Best Practices

Reimbursement Best Practices

We know that there's a LOT to keep track of while submitting for reimbursement - and we want to make sure we can process your request as soon as possible!

Take a look at these insider tips to help make sure that your reimbursement process goes off without a hitch.

Making The Connection To Your Student's Education Plan

Associating your reimbursement request with the right subject from your student's education plan is key to helping our team understand how your purchases relate to your family's learning.

Let's say you're submitting for reimbursement for a microscope.

By selecting your student's Science subject, you're telling our team exactly how your purchase correlates to the personalized learning plan that's reported to your student's school of enrollment.

Keeping this connection clear and transparent builds trust with our school partners, ensuring that OpenEd can continue to provide our families with meaningful financial support.

Submitting Reimbursement For Multiple Students

If your receipt includes educational materials for more than one of your students, it's important to identify all of the subjects that these materials relate to.

As an example, let's say you've uploaded a receipt that includes two items: a Math textbook for your student Jane, and an Art workbook for your student John.

Under Who is this reimbursement for?, you'd select both Jane and John.

Under Jane's name, you'd select Math. That tells us that your receipt includes materials purchased for Jane's Math subject.

Under John's name, you'd select Art. That tells us that your receipt includes materials purchased for John's Art subject.

Frequently Asked Questions

How do I connect my reimbursement request to my student's education plan?

Associate your reimbursement request with the right subject from your student's education plan. For example, if you're buying a microscope, select the Science subject to show how your purchase relates to your personalized learning plan.

What should I do if I'm submitting reimbursement for multiple students?

Select all students under 'Who is this reimbursement for?' and then choose the appropriate subject for each student. For example, if you buy a Math textbook for Jane and an Art workbook for John, select both students and match each item to their respective subjects.

Why is it important to properly categorize my reimbursement requests?

Proper categorization helps the OpenEd team understand how your purchases relate to your family's learning and builds trust with school partners, ensuring continued financial support for families.

What are the key best practices for reimbursement submissions?

The main best practices are: 1) Always connect your purchases to the correct subject in your student's education plan, and 2) When buying for multiple students, identify all subjects that the materials relate to for each student.

How does proper reimbursement categorization benefit families?

Proper categorization ensures faster processing of your request and maintains transparent reporting to your student's school of enrollment, which helps OpenEd continue providing meaningful financial support to families.