WEX Health Cloud COBRA & Direct Bill Employer Portal Refresh

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Presentation transcript:

WEX Health Cloud COBRA & Direct Bill Employer Portal Refresh | WEX HEALTH PARTNER CONFERENCE 2018

WEX Health COBRA & Direct Billing Employer Portal Today Homepage CURRENT VIEW NEW VIEW Proprietary & Confidential | ©2018 WEX Health, Inc.

WEX Health COBRA & Direct Billing Employer Portal Today Homepage CURRENT VIEW COBRA & Direct Billing Employer Portal Homepage Initial view was the employer information No editing could be done Several areas to add and search for members. Not intuitive as to which option to use Proprietary & Confidential | ©2018 WEX Health, Inc.

WEX Health COBRA & Direct Billing Employer Portal UI Refresh June 2018 Homepage New Homepage! Welcome message to confirm the user Message Center for communications First view shows where to search for members and add members Wider format for improved readability and a more optimal experience Left-hand Navigation Proprietary & Confidential | ©2018 WEX Health, Inc.

WEX Health COBRA & Direct Billing Employer Portal Account  Employer Profile Previously these options were all located on the General tab of the homepage Employer Profile: View and Edit Editing throughout the portal will be done in modals Proprietary & Confidential | ©2018 WEX Health, Inc.

WEX Health COBRA & Direct Billing Employer Portal Account  Employer Settings Previously these options were all located on the General tab of the homepage Employer Settings: Cleaner and easier to view

WEX Health COBRA & Direct Billing Employer Portal Members  Find Member You can search for all member types at once Previously you could only search for one type at a time Additional details are available in the expanded view Before you had to hover over the name to view this information

WEX Health COBRA & Direct Billing Employer Portal Imports Import Specifications are now conveniently located right on the Imports page Currently you need to retrieve these from Help | Import Specifications | Version x.x

WEX Health COBRA & Direct Billing Employer Portal Reports Currently to view Reports the user must choose from several slide options.

WEX Health COBRA & Direct Billing Employer Portal Accounting & Standard Reports All Accounting Reports & all Standard Reports are accessible from one page vs having to go back up to the top menu and select your next report Proprietary & Confidential | ©2018 WEX Health, Inc.

WEX Health COBRA & Direct Billing Employer Portal Recent Activity CURRENT VIEW

WEX Health COBRA & Direct Billing Employer Portal Tool Tips of explanation Updated terminology & removal of acronyms Bigger boxes for save and continue Countdown of screens during entry Proprietary & Confidential | ©2018 WEX Health, Inc.