education+fund+reimbursement+directions

This page has been edited {$pagerevisions} times. The last modification was made by user:{$revisioneditor} on {$revisiondate}

**__Education Fund Reimbursement Directions __**

Just a quick note regarding your Education Fund and how to get reimbursed. Health Services Finance is very picky about documentation. Everything must be in order or your request will be returned (and not in a timely manner) unprocessed.

1. $1150.00 on July 1 of R1 year 2. $1150.00 on January 1 of R1 year 3. $1150.00 on January 1 of R2 year (this will need to last through graduation)  *Note that the amount of the allotment may change depending on MOU (Memorandum of Understanding) modifications. You can roll-over unused funds. However, you CAN NOT have more than a total of 2 allotments - in this case $2300.00 - in your account. Any amount over will be forfeit.
 * You will get three allotments during your training. **

1. Computer or laptop (once per calendar year) 2. Step 3 licensing exam 3. Keyboard, mouse, scanner, printer 4. Software (general and medical) 5. PDAs (iPhones & other Smartphones require additional documentation - see attachment) 6. Journal subscriptions 7. Conference registration fees (lodging and travel are NOT reimbursed, all conferences must be WITHIN the US; International Conferences are not reimbursed) 8. Professional training fees; including course materials (must be WITHIN US; Intl courses not reimbursed) 9. Medical Textbooks
 * <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">What Can Be Reimbursed? **

<span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">1. PDA/Smartphone accessories (with the exception of memory cards) <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">2. Scrubs <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">3. Stethoscopes <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">4. International Conference or Training Courses <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">5. Travel & Lodging associated with conferences/training courses
 * <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">What Is Not Reimbursable? **

How To Get Reimbursed <span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">1. All expenses must be submitted on the Official Employee Travel - Expense Demand Form. Only one month per form (e.g., only items purchased in July can go one form. Items purchased in August must go on a separate form). You may include travel to/from clinics on the form along with expenses as long as it is the same month.

<span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">2. All expenses must have proof of payment. A copy of the receipt showing a zero balance. Or a copy of online receipt/invoice that clearly shows method of payment. Your bank/credit card statement can also be used as proof of payment. However, please blackout any notations of your account number. You can also blackout any unrelated items on your statement.

<span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">3. All conferences/training courses must have all of the above documentation as well as a completed Training Request Form. You will also need to submit proof of completion (a certificate or letter stating that you completed the conference and/or training course).

<span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">4. All computer/tech items must have a Professional Development Reimbursement Request Form

<span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">It is important to submit expenses at the end of each month. Finance will not accept an expense demand prior to the end of the claim month. Finance will also disallow any expense that is 12 months or older. All expenses are paid in the form of a paper check (they will not be direct deposited). The checks will be placed in your mailbox either on the 10th of the month or the 25th of the month.

<span style="font-family: 'Arial','sans-serif'; font-size: 13.3333px;">It seems complicated, but it's fairly straight forward once you start using the system. Just remember all of your documentation and things should go smoothly.