Integrate empower communicate
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Integrate empower communicate. Integrate Empower Communicate. Flexible Spending Accounts Health Reimbursement Arrangements Commuter Transit and Parking Accounts Health Savings Accounts COBRA Administration Integrated CDHC Solutions. It’s Time To Get Connected.

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Integrate empower communicate

Integrate Empower Communicate

  • Flexible Spending Accounts

  • Health Reimbursement Arrangements

  • Commuter Transit and Parking Accounts

  • Health Savings Accounts

  • COBRA Administration

  • Integrated CDHC Solutions


It’s Time To Get Connected

Building Employee Engagement in CDH Account Plans

  • Introducing The WealthCare Administration System


Pillars of Employee Engagement

PremiumEducationTools

Convenience of Access and Use

Self Service EmpowermentTools

Motivation and Communication

Integrated Consumer Engagement Resources

Single Stacked Debit Card Payment Solution


Convergence of Health and Wealth

myFlexResourceBenefits Card

WealthCareHR Administration

WealthCarePortal & Mobile

HSA

Solution


WealthCare Portal Features

  • Integrated online consumer experience for all CDH accounts: FSA, HRA, HSA, Dependent Care Assistance Plan, Commuter Transit/Parking, Deductibles and more.

  • Option to brand with client logo.

  • Online enrollment into any account.

  • View all benefit accounts available to the participant in order of reimbursement.

  • Plan year, balances and contribution information.

  • Ability to drill into account to seedetailed plan information.


WealthCare Portal Core Features

  • HSA Features: HSA Statements, Fund your HSA, Bill Payment and integrated investments.

  • Communication history for communication alerts + opt-in/opt-out of messages.

  • Report card lost/stolen and request a new card.

  • Submit claims/add receipts online or through Mobile Application.

  • Premium CDH education, calculators, flash videos, presentations and modeling tools - https://www.mywealthcareonline.com/myflexresource/Resources.aspx


Self Service Empowerment Tools

  • WealthCare Portal

    • Online Enrollment

      • Customizable by employer

    • Online Claims Submission

      • Integration with imaging solution

  • Event Based Consumer Notifications via email

    • Monthly Account Statement

    • Card Swipe Documentation Required

    • Benefits Card Mailed

    • Manual Claim Entered

    • More!

  • WealthCare Mobile

    • Download App for Android and iphone

    • View Account Balances

    • View Transaction History

    • View Manual Claim Details


500M users will have health apps by 2015 (Research2Guidance)

49% of adults own a smartphone (Pew)

60% of doctors believe health apps will reduce office visits

88% of doctors support patients monitoring their health at home

More than 15,000 medical & healthcare apps available

WealthCare Mobile

  • Mobile Application Statistics


Employees Are Becoming addicted To Their Mobile Devices

WealthCare Mobile

Do you check your mobile device during downtime? 88% of users do.

68% of Mobile Device owners sleep with their device next to their bed.


WealthCare Mobile

  • Downloadable Android and iPhone Applications

  • Authenticates users with WealthCarePortal username/password

  • Balances and Plan information

  • Transaction History and Detail

  • Submit Claims (upload claims and receipt direct to WealthCare Portal)

  • View Emails

  • Fund HSA/HSA Bill Pay


WealthCare Portal – ParticipantLogin

Click here to login

Click here to register


Participant Portal – Benefit Account Summary


  • Participant Portal – Benefit Account Details


Participant Portal – Transaction History


Participant Portal –Account Details


Participant Portal – Submit A Claim


Participant Portal – My Plan’s Forms & Documents

Summary Plan Description


Participant Portal – My Profile


Participant Portal – Debit Card

  • Single card multi stacked account payment solution connects all accounts

    • Advanced auto substantiation technology logic

    • Auto Substantiation of debit card transactions above 90%

    • The #1 Factor in Participant Satisfaction


Participant Portal – Debit Card Lost/Stolen


Participant Portal – Communications -Announcements


Participant Portal – Communication Settings


Participant Portal – Enrollment


Participant Portal – Resources


Participant Portal – Resources FSA Video Library


Participant Portal – FSA Tools & Calculators


Participant Portal – FSA Forms and Online Resources


Participant Portal – Frequently Asked Questions


WealthCare Portal – HR Administrator Login

Click here to login


  • Employer Portal - Login

Enter Your Assigned User ID & Password

TIP: Bookmark This Page


  • Employer Portal – HR Administration

  • HR access to the following:

  • Employer

  • Reports

  • Transactions

  • Employee


  • Employer Portal – Employer Demographics

Check Demographics

Retrieve

Employer ID


  • Employer Portal – Search Employees

Click on Employee name to view detail.


  • Employer Portal – Employee Home

Individual employee benefit account information


  • Employer Portal – Employee Benefit Accounts

Drill down into employee account set-up information


  • Employer Portal – Transaction History

Transaction details will appear in a table – click the column titles to sort


  • Employer Portal – Transaction Reports

Click Transactions for reports regarding manually submitted claims (such as the Manual Claim Reimbursement report)


  • Employer Portal – Manual Claim Reimbursement


  • Employer Portal – Enrollees Reports

Click Enrollees for reports regarding available employee funds (such as the Enrollee Account Balance report)


  • Employer Portal – Enrollee Account Balance Report

SELECT PARAMENTERS

Employee Status: select only New and Active – optionally you may also select to see data for Terminated employees

Generated reports can be retrieved by clicking View under Result

Click Generate to run the report


  • Employer Portal – Requested Reports Status

If report is Queued – Click on View to Refresh

If there was no data with the specific parameters you set the Status will show NoData

To open the resulting report, click on the “Report Name”


  • Employer Portal – Enrollee Account Balance


  • Come Play in our Portal!

https://beta.mywealthcareonline.com/myflexresource/Home.aspx

Participant Role Play

Cool, Joseph username: josephcool

  pw: Test9979              security answers: 1960

myFlexResource1  username: myflexresource1 

pw: Test1234   security answers: 1960

_______________________________________________________

HR Role Play

User Id: myabgdemo

pw: DemoAbg1


  • Sales and Marketing

Bob Cummings @ ext. 211 - [email protected]

Support - [email protected]

Claims - [email protected]

Tel: 800-499-3539Fax: 877-723-0147

www.myFlexResource.com


  • Login