CLIENT SITE GUIDANCE

The Client Site is your portal to monitor and manage your benefits program. The site provides you with the ability to add new member qualifying events, view member account details and to download various reports. This Guide provides you with an in-depth review of the functionality on the site.

• Client Admin Guide (COBRA/DB) (pdf)
• Client Portal User Guide (COBRA/DB) (pdf)
• Member Portal User Guide (COBRA/DB) (pdf)
• Standard Eligibility Report (pdf)
• Client & Member Experience Summary Deck (pdf)
• Client Experience Guide (pdf)
• COBRA Monthly Invoice Sample (pdf)
• Multi-Factor Authentication Guide (pdf)
• Downloading 2021 Reports
• Client Error Processing Report Guide (pdf)

CLIENT EDUCATIONAL WEBINAR

We want to ensure you're acquainted with the HealthEquity client portal. Watch the recorded webinar below to learn how to navigate your account and discover the techniques that will simplify your workflow.

Topics include:

• Managing members
• Entering qualifying events
• Running reports
• Direct billing
• And more...

• Recorded Webinar Session

CLIENT EDUCATIONAL WEBSITE TUTORIALS

We want to make your transition to the new platform as smooth as possible. Using the links below, watch these pre-recorded site tutorials to learn how easy it is to process events and new members, keep tabs on your account activity with reports and case management, know what to expect when invoices arrive, and peek inside the member experience and learn about the outstanding service we provide. You can also find these tutorials by logging into the Client website.

• COBRA Client website: Overview
• COBRA Client website: Managing participants
• COBRA Client website: Qualifying events
• COBRA Client website: Running reports
• COBRA Client website: Open Enrollment notifications
• COBRA Client website: Direct billing

MEMBER COMMUNICATIONS 

COBRA

• COBRA Initial Rights Notice Sample
• COBRA Election Notice Sample
• Cancellation Notice Sample
• Rate Change Notice for Electing Members Sample
• COBRA Open Enrollment Notice Sample
• Continuation Coverage Premium Monthly Notice Sample
• COBRA Monthly Invoice Sample
• Member ACH Confirmation Sample
• ACH Enrollment Form Sample

Direct Bill

• Direct Bill Monthly Invoice Sample
• Retiree/Direct Bill Open Enrollment Notice Sample
• Member ACH Confirmation Sample
• ACH Enrollment Form Sample

HIPAA Sample Letters (Additional Fees Apply)

• HIPAA Special Enrollment Sample
• HIPAA Privacy Notice Sample

ADDITIONAL CLIENT SUPPORT