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Summary
Note: There are two ways to remove coverage for an employee.
- You can temporarily make an employee inactive for a date range of period. This is most often used for maternity/paternity leaves and leaves of absences where the plan administrator knows when the employee will return to having coverage.
If you need to permanently terminate an employee, click here for more details.
Deactivation Process
1. Login and go to "Plan Administration Menu" and then click on "Edit/Enter Employee Information"
2. Find the employee's name on your employee list.
3. Go on the "HSA Inactive Dates" column beside their name and click on the "HSA Inactive Dates" link
4. Click the "Add Date Range" box to enter a date range where an employee is NOT to have coverage.
Note: This section is useful as it allows you to specify when the employee's coverage will start again. You do not have deactivate an employee if their benefits only need to be temporarily suspended. The employee will have access to their account, but receipts dated within this date period will not be approved by our claim team.
You can also use this section to back-date a termination if that plan administration action was missed prior to that date passing.
Summary
This article covers how to temporarily make an employee inactive for a date range of period to suspend their coverage. This option is most often used for parental leaves and leaves of absences where the plan administrator knows when the employee will return to having coverage.
For instructions on how to terminate an employee’s coverage, click here.
Temporarily make an employee inactive and suspend coverage
1. Login and click on the "Employees" tab.
2. Locate the employee whose coverage you want to suspend and click on their name.
3. Click on the "Date Ranges" tab.
4. Click the "+ Add date range" blue button to trigger a pop-up window.
5. Within this pop-up window, you have the ability to complete a series of tasks including adding an inactive date range for an employee or their dependents, and applying Student Status to dependents.
For the purpose of this article, here is how to make an employee inactive for a date range period:
- Under the ‘Range Type’ field, choose ‘Inactive’ as your selection.
- Under the ‘Dependent ID’ field, choose ‘Employee’ as your selection.
- Enter a date range. Any expenses incurred within this date range are ineligible for reimbursement. If you leave the ‘To Date’ field blank, the employee will have suspended coverage without end.
6. Click on ‘Save’ to confirm your changes.
Please note, you are able to edit any date range, as needed. Our claim team processes an employee’s claim based on the information on the employee’s account at the time of review.
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