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Integrate Empower Communicate

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

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  1. 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

  2. It’s Time To Get Connected Building Employee Engagement in CDH Account Plans • Introducing The WealthCare Administration System

  3. 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

  4. Convergence of Health and Wealth myFlexResourceBenefits Card WealthCareHR Administration WealthCarePortal & Mobile HSA Solution

  5. 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.

  6. 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

  7. 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

  8. 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

  9. 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.

  10. 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

  11. WealthCare Portal – ParticipantLogin Click here to login Click here to register

  12. Participant Portal – Benefit Account Summary

  13. Participant Portal – Benefit Account Details

  14. Participant Portal – Transaction History

  15. Participant Portal –Account Details

  16. Participant Portal – Submit A Claim

  17. Participant Portal – My Plan’s Forms & Documents Summary Plan Description

  18. Participant Portal – My Profile

  19. 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

  20. Participant Portal – Debit Card Lost/Stolen

  21. Participant Portal – Communications -Announcements

  22. Participant Portal – Communication Settings

  23. Participant Portal – Enrollment

  24. Participant Portal – Resources

  25. Participant Portal – Resources FSA Video Library

  26. Participant Portal – FSA Tools & Calculators

  27. Participant Portal – FSA Forms and Online Resources

  28. Participant Portal – Frequently Asked Questions

  29. WealthCare Portal – HR Administrator Login Click here to login

  30. Employer Portal - Login Enter Your Assigned User ID & Password TIP: Bookmark This Page

  31. Employer Portal – HR Administration • HR access to the following: • Employer • Reports • Transactions • Employee

  32. Employer Portal – Employer Demographics Check Demographics Retrieve Employer ID

  33. Employer Portal – Search Employees Click on Employee name to view detail.

  34. Employer Portal – Employee Home Individual employee benefit account information

  35. Employer Portal – Employee Benefit Accounts Drill down into employee account set-up information

  36. Employer Portal – Transaction History Transaction details will appear in a table – click the column titles to sort

  37. Employer Portal – Transaction Reports Click Transactions for reports regarding manually submitted claims (such as the Manual Claim Reimbursement report)

  38. Employer Portal – Manual Claim Reimbursement

  39. Employer Portal – Enrollees Reports Click Enrollees for reports regarding available employee funds (such as the Enrollee Account Balance report)

  40. 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

  41. 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”

  42. Employer Portal – Enrollee Account Balance

  43. 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

  44. Sales and Marketing Bob Cummings @ ext. 211 - rcummings@amben.com Support - support@amben.com Claims - claims@amben.com Tel: 800-499-3539Fax: 877-723-0147 www.myFlexResource.com

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