Design benefit plans
Learn best practices for setting up new benefit plans for organizations
5 articles
- Control card spend with Merchant CategoriesWith Merchant Categories, partner administrators can set rules for where card transactions are approved or denied. Here’s how!
- Customize an organization's card-issuing settingsLearn how you can set an organization up with its very own card-issuing settings.
- Customize an organization's Benefit Stack settingsYou can update an organization’s Benefit Stack configuration under its Organization Settings. Here’s how.
- Choose what eligible expenses your benefits coverLearn how to navigate and use the eligible expenses selection tool in the Benefit Builder.
- Manage accrual claims in Health Wallet ManagerReview and manage accrual claims for members whose claim amount exceeds their current available balance.