Claiming expenses while on study leave

Know your employer’s policy

Case study

A doctor in training, incurred expenses while attending mandatory courses during their study leave. These courses required travel and accommodation away from their usual place of residence.   

Upon completion of the training, they submitted an expense claim to their employer. The claim included costs for accommodation, travel, and food. However, the Trust denied reimbursement for one of the submitted food bills. They sought advice regarding this refusal to reimburse their expenses. 

MDS Advice & Outcome

MDS reviewed Dr A’s expenses claim forms and examined the relevant NHS England study leave policies. The review focused specifically on the policy’s allowance rates and eligibility criteria for expense reimbursement. 

MDS review showed that while the amount of the disputed food bill fell within the specified allowance rate, the delivery location was the doctor’s home address. According to NHS England policy, food expenses are only reimbursable if the food is consumed at the training location or within a five-mile radius of the doctor’s short-stay accommodation.

As the food was delivered to their home, the Trust’s decision to deny the claim was consistent with the established policy.

MDS concluded that the Trust acted in accordance with NHS England study leave policies when denying reimbursement for the food bill delivered to Dr A’s home address.

Learning points

It is crucial for doctors in training to thoroughly understand their entitlements under the study leave allowance policy.

When faced with unclear situations or potential issues regarding the application of the policy, trainees should proactively seek clarification from their host organisation or MDSbefore incurring the expense. This can prevent future disputes and ensure compliance with the policy guidelines.

It is essential for doctors in training to familiarise themselves with study leave expense policies to avoid issues with reimbursement. Seeking clarification on policy guidelines before incurring expenses is advised.

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