Welcome to your new role as a plan administrator!
Before you go through the training, make sure you can follow along by logging into your account.
Now that you are ready, get a jump start on your new role.
Spending Account Summary
Employees are given a spending account which can be used in addition to a traditional insurance plan as extra coverage or as a stand-alone benefit. In both cases, employees are given a set amount of credits each year that they can use to get reimbursed for eligible expenses.
The most common type of spending account is health, often referred to as a HSA. This account is tax-free and covers various health and dental expenses.
The process is for the employee to pay for the expense initially, and then submits their receipts to National HealthClaim for review. Once approved, the expense is funded by the employer and processed for reimbursement. Click here to read a more detailed description of this benefit that you are now a plan administrator for.
Watch the next set of videos for the most common tasks you will have to do:
1. Adding an employee - click here for written instructions instead.
2. Overview of funding - click here for written instructions instead.
3. How employees can make claims using our mobile app - (click here for written instructions instead)
Hope this helps!
Have more questions? Click here to see all our plan administration training articles.