August Partner Release August 22 and 23,

When is the next scheduled WEX Health Cloud release? Next release is: Saturday, August 27, 2016 System will be unavailable: 3:00 p.m. to 12:00 a.m. 3:00 p.m. to 12:00 a.m. Central Time 2

Additional Text Alerts [40517]

Additional Text Alerts (Administrator Portal > Setup > Consumer Defaults > Manage 1Mobile)

Opt Into or Out of Text Alerts on Consumer Portal (Consumer Portal > Statements & Notifications > Update Notifications Preferences > Alert Options)

Debit Card Authorization Text Alert [86325]

Debit Card Authorization Text Alert (Administrator Portal > Setup > Consumer Defaults > Manage 1Mobile)

Opt Into or Out of Text Alerts on Consumer Portal (Consumer Portal > Statements & Notifications > Update Notifications Preferences > Alert Options)

Red Flag Notifications [ ]

Red Flag Notifications Red Flag Notifications may be sent to indicate any of the changes you select: Address Home Phone Address Username Password Bank Account

Manage Red Flag Notifications (Administrator Portal > Setup > Setup > Manage Compliance Holds)

Manage Red Flag Notifications (Administrator Portal > Setup > Setup > Manage Compliance Holds)

HSA Consumer Moves and Red Flag Holds [75857]

HSA Consumer Moves and Red Flag Holds (Administrator Portal > Consumer > Consumer Setup > Manage HSA)

HSA Consumer Moves and Red Flag Holds

Address Change Notification [ ]

Address Change Notification (Administrator Portal > Setup > Consumer Defaults > Manage Consumer Notifications)

Reset Consumer Password Notification [ ]

Reset Consumer Password Notification Example: Reset Consumer Password Notification

Employer Portal Password Change Notification Update [76719]

Employer Portal Password Change Notification Administrator Portal > Setup > Default Custom Text > Manage Employer Custom Text

Employer Portal Password Change Notification Administrator Portal > Employer > Employer Setup > Manage Employer Notifications

Employer Portal Password Change Notification

HSA Action- Required Notification [81504]

HSA Action-Required Notification (Administrator Portal > Setup > Consumer Defaults > Manage HSA Action Required)

HSA Action-Required Notification (Administrator Portal > Setup > Consumer Defaults > Manage HSA Action Required)

View Identity Verification Agreement (Administrator Portal > Employer > Manage HSA Action Required)

Undeliverable Mailing Address Setting

Custom URL on HSA Account Summary [ ]

Example Custom URL on HSA Account Summary (Administrator Portal > Setup > Manage Consumer Notifications)

Custom URL Example

Format Debit Card Follow-up Custom Text [ ]

Format Debit Card Follow-up Custom Text Administrator Portal > Setup > Default Custom Text > Manage Debit Card Follow Up Process

Format Debit Card Follow-up Custom Text Administrator Portal > Setup > Default Custom Text > Manage Debit Card Follow Up Process

Overdue File and Unexpected File Notification Updates [ ]

Example: Overdue File Notification .

Prevent Enrollment Confirmation [82038]

Prevent Enrollment Confirmation Administrator Portal > Setup > Consumer Defaults > Manage Consumer Notifications

Remove Repayment Notification Hard-Coded Text [56175]

Repayment Request Hard-Coded Text

Repayment Notification Text Customization Administrator Portal > Setup > Default Custom Text > Manage Custom Text

Consumer Claims Sync Usage Report [75882]

Example: Administrator-Level Consumer Claims Sync Usage Report

Example: Employer-Level Consumer Claims Sync Usage Report

Consumer Portal Dashboard: HSA Distribution Receipt Upload Enhancement [79033]

Consumer Portal Update Expense/Upload Receipt

Consumer Portal Update Expense Window

Consumer Portal HSA Distribution Expense Details and Uploading Receipt

Expense Categories Added

Consumer Portal Banner URL Enhancements [82287]

Consumer Portal Banner URL Enhancements Administrator Portal > Setup > Manage Consumer Portal Custom Text

Consumer Portal Login Page Updates [83626]

Consumer Portal Login Page

Consumer Portal Example No Section Headers Administrator Portal > Setup > Portal Customization > Manage Custom Pages

Consumer Portal Large Banner Content Name

Do Not Require Dependents to be Added When Enrolling in Dependent Care Plans via the Consumer Portal [82994]

Consumer Portal Open Enrollment

Consumer Portal Debit Card Lost/Stolen Page Refresh [78140]

Consumer Portal Debit Card Lost/Stolen Page Refresh

Consumer Portal: Update Your Mailing Address

Employer Portal Recurring Contribution Process Improvements [78154]

Employer Portal: Setup Contributions Wizard

Automate Contribution Funding for Notional Accounts [82294, 83893, 84912]

About Contribution-Based Funding Note: Nothing in the Administrator Portal changes what you are doing today. You do not need to make any changes in the Administrator Portal if you do not plan to automatically create employer debits for contribution-based funding.

About Contribution-Based Funding You can collect funding from employers based on scheduled payroll deductions or employer contributions using a scheduled NACHA file. Payroll deductions or contributions are held in an administrator account until used for claim reimbursements.

What settings were updated for contribution based funding? Administrator Portal > Setup > Employer Defaults > Manage Employer Claim Reimbursements

What settings were updated for contribution based funding? Administrator Portal > Employer > Employer Setup > Manage Employer Claim Reimbursements

What settings were updated for contribution based funding? Administrator Portal > Employer > Plan Setup > Plan Design

What settings were updated for contribution based funding? Administrator Portal > Employer > Employer Setup > Manage Administrative Settings

How do the contribution based settings work together? Plan Design Claims Based? Contribution Based? Employer Funding Is employer debit created during the reimbursement process? Contribution Based Funded Plans Create funding transaction date? Effective date of the transaction in NACHA?

How do the contribution based settings work together?

Other Requirements – Employer Reimbursement Bank Account

Other Requirements – Manage Debit Card Funding

Administrator Portal > Employer > Banking Management > Manage Employer Transactions

Contribution Funding Notification

Additional Administrator Portal Updates for Contribution-Based Funding

Administrator Portal > Consumer > Plan Activity > View Account Balance

Contribution-Based Funding: Handling Special Circumstances

CDEx and Imports CDEx –Contribution Record – validation added to ensure the CT Record is updating the amount of the employer contributions that are included in a NACAH file –Plan Activity Record – optional Adjust Employer Account field Imports –Payroll Deduction – payroll amount validation added to ensure that the import is updating the amount of the employer contributions that are included in a NACAH file –Plan Activity Import – new optional Adjust Employer Account field and payroll amount validation

Multi-Tier Coinsurance HRA by Individual [60366]

Multi-Tier Coinsurance by Individual You can track by the following: Individual Only. Individual and Family. Individual or Family Based on Coverage Level. (Existing) Family. Embedded.

New HRA Plan Templates

How do I request a new HRA Plan Template? Complete the HRA Plan Template Design Request Form Submit a Service Request, including the form, using these options Product: 1Cloud Category: Configuration/Data Change>HRA Template Request Turnaround is 5-7 business days

How do I request a new HRA Plan Template?

Plan Rules Coinsurance Tier Information

Claims Detail Page (Administrator Portal > Claims > Claims Details)

HSA Closure Reasons [77918]

Add HSA Closure Reasons: Distribute HSA Funds Page (Administrator Portal > Consumer > Banking Management > Distribute HSA Funds)

Add HSA Closure Reasons: Manage HSA Page (Administrator Portal > Consumer > Consumer Setup > Manage HSA)

Adjustment Distributions to Consumers for Pre-Tax Contributions [ ]

Adjustment Distributions to Consumers for Pre- Tax Contributions The Adjustment Distribution form on the Administrator Portal includes Consumer as an option for the Distribution Recipient when the Contribution Type is any of the following: Scheduled Payroll Deductions Unscheduled Payroll Deductions Scheduled Employer Contributions Unscheduled Employer Contributions Wellness Contributions

(Administrator Portal > Consumer > Distribute HSA Funds > Adjustment Details)

Waive Consumer HSA Fees [76322, 78990]

Waive Consumer HSA Fees (Administrator Portal > Consumer > Manage HSA Fee Waivers)

Waive Consumer HSA Fees (Administrator Portal > Consumer > Manage HSA Fee Waivers > Update Waivers)

Consumer Identification Updates on Reports [83802]

Manage User Defined Fields Administrator Portal > Setup > Manage User Defined Fields

Report Examples With New Fields

Allow Re- enrollment via Consumer Data Exchange for Closed HSA Accounts [81734]

Administrator Portal > Employer > Consumer Data Exchange > Manage Consumer Data Exchange

Display Timeout for Unmasked Social Security Numbers in Administrator Portal [83158]

SSN Timed Dialog Box Administrator Portal > Consumer > Consumer Setup > Update Profile

SSN Timed Dialog Box Administrator Portal > Consumer > Consumer Setup > Manage HSA Beneficiaries

Microsoft Explorer 7 and Internet Explorer 8 Support [ ]

Administrator Portal: Browser Update Required

Microsoft Internet Explorer 9 and 10 Support – Consumer Portal and Employer Portal [ ]

Consumer and Employer Portals: Browser Update Required

SIMPLIFYING THE BUSINESS OF HEALTHCARE For additional information… Visit the Resources link on the Administrator Portal for access to Release notes, specific product changes, as well as other valuable WEX Health Cloud materials.

We appreciate your feedback! We are interested in what you thought of this training session. The candid and valuable feedback gathered allows WEX Health Educational Services to enhance the training sessions to better meet your needs.

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