Support members
Learn how to review claims, find member information, and set up service agents
10 articles
- Review member informationLearn how to find members and review member information like profile details, benefit plan details, and more.
- Edit benefit templateWant to make some edits to an existing benefit template? Here's how.
- Unenroll members from a benefit planLearn how to unenroll individuals from Commuter, DC-FSAs, FSAs, HRAs, LP-FSAs, and LSAs (like Remote Work)
- Deactivating membersLearn how to deactivate members and trigger all relevant downstream effects.
- Set up who pays HSA investment fees for an organizationLearn more about the different options you have for setting up investment fees for an organization’s health savings accounts (HSAs).
- Review claims for reimbursementLearn how to approve, partially approve, request additional information, or deny claims in full for reimbursement.
- Manage dependents for membersView and update dependent information, including demographic data and benefit associations, from a member's profile in Health Wallet Manager.
- Update member detailsLearn how to update a member's name, phone number, address, date of birth, social security number, and language
- Escalate a card issueWhen a member reports a lost or stolen card or a disputed transaction, here's how to hand it off to First Dollar support.
- Update a member’s benefit after a qualifying life eventHow to use existing Health Wallet Manager tools to adjust a member’s benefit elections after a qualifying life event.