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Integrate empower communicate Flexible Spending Accounts Health Reimbursement Arrangements Commuter Transit and Parking Accounts Health Savings Accounts COBRA Administration Integrated CDHC Solutions Integrate Empower Communicate
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2 It’s Time To Get Connected Building Employee Engagement in CDH Account Plans Introducing The WealthCare Administration System
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Pillars of Employee Engagement 3 Premium Education Tools Convenience of Access and Use Self Service Empowerment Tools Motivation and Communication Integrated Consumer Engagement Resources Single Stacked Debit Card Payment Solution
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4 Convergence of Health and Wealth myFlexResource Benefits Card WealthCare HR Administration HSA Solution WealthCare Portal & Mobile
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5 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 see detailed plan information. WealthCare Portal Features
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6 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 https://www.mywealthcareonline.com/ myflexresource/Resources.aspx WealthCare Portal Core Features
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7 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 Self Service Empowerment Tools
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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
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Employees Are Becoming addicted To Their Mobile Devices 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. 9 WealthCare Mobile
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10 Downloadable Android and iPhone Applications Authenticates users with WealthCare Portal 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 Mobile
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11 WealthCare Portal – Participant Login Click here to login Click here to register
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12 Participant Portal – Benefit Account Summary
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13 Participant Portal – Benefit Account Details
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14 Participant Portal – Transaction History
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15 Participant Portal – Account Details
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16 Participant Portal – Submit A Claim
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17 Participant Portal – My Plan’s Forms & Documents Summary Plan Description
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18 Participant Portal – My Profile
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19 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
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20 Participant Portal – Debit Card Lost/Stolen
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21 Participant Portal – Communications - Announcements
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22 Participant Portal – Communication Settings
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23 Participant Portal – Enrollment
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24 Participant Portal – Resources
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25 Participant Portal – Resources FSA Video Library
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26 Participant Portal – FSA Tools & Calculators
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27 Participant Portal – FSA Forms and Online Resources
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28 Participant Portal – Frequently Asked Questions
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29 WealthCare Portal – HR Administrator Login Click here to login
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30 TIP: Bookmark This Page Employer Portal - Login Enter Your Assigned User ID & Password
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31 Employer Portal – HR Administration HR access to the following: Employer Reports Transactions Employee
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32 Employer Portal – Employer Demographics Check Demographics Retrieve Employer ID
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33 Employer Portal – Search Employees Click on Employee name to view detail.
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34 Employer Portal – Employee Home Individual employee benefit account information
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35 Employer Portal – Employee Benefit Accounts Drill down into employee account set-up information
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36 Employer Portal – Transaction History Transaction details will appear in a table – click the column titles to sort
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37 Employer Portal – Transaction Reports Click Transactions for reports regarding manually submitted claims (such as the Manual Claim Reimbursement report)
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38 Employer Portal – Manual Claim Reimbursement
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39 Employer Portal – Enrollees Reports Click Enrollees for reports regarding available employee funds (such as the Enrollee Account Balance report)
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40 Employer Portal – Enrollee Account Balance Report Click Generate to run the 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
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41 Employer Portal – Requested Reports Status If report is Queued – Click on View to Refresh To open the resulting report, click on the “Report Name” If there was no data with the specific parameters you set the Status will show NoData
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42 Employer Portal – Enrollee Account Balance
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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 43 Come Play in our Portal!
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44 Bob Cummings @ ext. 211 - rcummings@amben.comrcummings@amben.com Support - support@amben.comsupport@amben.com Claims - claims@amben.comclaims@amben.com Tel: 800-499-3539 Fax: 877-723-0147 www.myFlexResource.com Sales and Marketing
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