CLIENT EDUCATIONAL WEBINAR
We want to ensure you're acquainted with the HealthEquity client portal. Join our experts to learn how to navigate your account and discover the techniques that will simplify your workflow.
Topics include:
- Enrolling your people
- Updating funding
- Running key reports
- Reviewing important timelines
- And much more...
Join one of the following webinars where HealthEquity team members will be available via chat to answer your questions. After registering, you’ll receive a confirmation email with information about joining the webinar. If you can't attend on these dates, you can still register and get a copy of the webinar to watch at your convenience!
Register today for one of the following dates:
- Wednesdays from Noon to 1pm ET
- March 9
- April 6
- May 4
- June 1
- July 13
- August 10
- September 7
CLIENT SUPPORT MATERIALS
These materials are designed to support you in understanding and establishing your benefits program with us.
FSA, HRA and Commuter Information
- FSA Auto Funding
- Template for Funding
- Template for Profile-Enrollment
- Macro-enabled Template for Profile, Enrollment, and Funding
- Template for Commuter Express-CX Enrollment
- Employer Reports Guide
- Profile Enrollment Instructions
- Funding Options - Daily and Weekly ACH Debit
- Funding Options - Payroll Deductions
- Commuter Order Model (COM) Funding and Invoicing Overview
- General Plan Set-up
- Flexible Spending Account (FSA)
- Commuter Order Model (COM)
- Reimbursement Accounts (All in one version)
- Health Reimbursement Arrangement (HRA)
MEMBER SUPPORT MATERIALS
These materials are designed to support you in understanding and establishing your benefits program with us.
FSA, HRA and Commuter Information
- QuickStart Guide - FSA
- FSA Enrollment Form Template
- QuickStart Guide - Limited Purpose FSA
- QuickStart Guide - HRA
- QuickStart Guide - Commuter (COM Model)
- Commuter Order Model (COM) Member Ordering Process
- Commuter Order Model (COM) Pre-Tax Credits
- QuickStart Guide - Commuter (CX Model)
- General Member Support Materials (Media Gallery)
- Commuter Express (CX) Enrollment Form
CLIENT EDUCATION VIDEOS
We want to make your transition to HealthEquity as smooth as possible. Watch these quick educational videos to learn more about navigating the portal, managing members, managing files, automating contributions and utilizing the reporting suite.
Transition with confidence - Your new HealthEquity client portal
- Navigating the portal
- Managing members
- Managing files
- Automating contributions
- Utilizing the reporting suite
COMPLIANCE DOCUMENTS
- Amendment for New Claims Address - FSA
- Amendment for New Claims Address - HRA
- Amendment for Plan Changes - FSA
- Amendment for Plan Changes - HRA
ADDITIONAL EMPLOYER SUPPORT
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