Admin resources
Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!
52 articles
Set up a new organization
Learn how to manage benefits for an organization, like connecting bank accounts, adding new organizations, restricting an organization's investment products, and more.
- Add a new organizationLearn how to add a new organization to the Health Wallet Manager
- Manage admins for organization groups, organizations, and divisionsLearn how to set up and manage admin accounts for organizations on our platform.
- Set up a benefit for a new employerStep-by-step guide on how to add a new benefit for a new employer.
- Connect bank account(s) to an organizationLearn how to connect bank accounts to an organization via Plaid or manual entry, select a default account, and more.
- Assign a benefit program to an organizationNeed to set up a benefit for a new employer? Here's the place.
- Add a memberWhether you're trying to set up a new hire or an entire organization, your first step is adding them as a member.
- Enroll members in benefitsAre you ready to enroll members of an organization into an LSA, FSA, HRA, HSA, or another benefit? Read this article first.
- Link a bank account to an organization’s benefit planConnected bank accounts can be used to fund organization-funded benefits. One account can be designated for FSA, another for HSAs, etc.
- Platform organization hierarchyLearn the role and abilities of partners, organization groups, organizations, and divisions on the platform
- Set up a divisionLearn how to set up a division and assign benefits independently from a managing organization.
- Set up an organization groupLearn how to set up an organization group, add admins, and assign existing organizations in the Health Wallet Manager.
Design benefit plans
Learn best practices for setting up new benefit plans for organizations
- 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.
Support members
Learn how to review claims, find member information, and set up service agents
- 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.
Manage platform default settings
Learn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings
- Create and manage partner administrator accountsLearn how to set up and manage Super Admin, Admin, Tier-Two Agent, and Agent roles.
- Set default card-issuing settingsVirtual cards? Physical cards? No cards? Both? Learn how you can set default card-issuing settings in the Health Wallet Manager
- Understand how our platform handles HSA contribution limitsLearn how our platform handles health savings account contribution limits for members
- Funds temporarily held: Contribution Accruals explainedMembers can't receive HSA, DC-FSA, & Commuter funds if they haven't successfully enrolled (i.e., KYC review). Here's how we hold funds.
- Set the default investment threshold for the platformMembers must have enough funds to meet the investment threshold before investing their health savings account funds. Learn how here.
- Set the default Benefit Stack settings for the platformThe Benefit Stack settings allow you to arrange all benefit templates by your preferred depletion order of funds. Here’s how.
- Set default employer contribution amounts for an organizationLearn how to set up default recurring and initial contribution amounts for an organization
- Manage platform copay matching settingsLearn how partner admins can enable organization admins to set copay matching rules for their organization.
Schedule contributions to benefit accounts
Learn how to manage employer and employee contributions to their benefits
- Schedule contributions for an organizationLearn how to set up benefit contributions with the Health Wallet Manager.
- Set up automated recurring contributions for an organizationYou can schedule automated recurring contributions for an organization. Learn how to "set it and forget it."
- Increase FSA & LP-FSA starting balances for active benefitsHere's how to update an employee's initial deduction or employer's initial contribution after the benefit is active
- Increase initial funding amounts for pending benefitsHere's how to increase an employee's initial deduction or employer's initial contribution before the benefit is active
- Make a catch-up contribution for active benefitsHere's how to manually contribute to initial funding after the benefit is active.
- Increase FSA & LP-FSA starting balances for pending benefitsHere's how to update an employee's initial deduction or employer's initial contribution before the benefit is active
- Update recurring contribution amountsHere's how to update recurring contribution amounts after benefit enrollment
- Navigating the contributions dashboardWhat’s a manual contribution? What’s an automated contribution? We’ll answer those questions and more in this article.
Set up and manage funding
Learn what funding types are supported on our platform
- Funding for notional benefit accounts (FSAs, HRAs, LSAs, & Commuter)Learn about required minimum funding (RMF) and how funding works for notional accounts like FSAs, HRAs, LSAs, and Commuter.
- Reconcile benefit funding with the Funding tabLearn how to access the funding tab for an overview of benefit funding events and to download funding reconciliation reports
Customize organization settings
Learn how to set up unique settings for an organization
- Restrict an organization's investment productsLearn how to restrict an organization’s investments for compliance with FINRA Rule 3210.
- Set a custom investment threshold for an organizationYou can set a custom investment threshold for organizations and their members. Learn how here.
- Set copay matching rules for your organization
Generate reports
Learn how to generate and analyze benefit utilization with the Report Builder
- Generate organization reportsNeed an overview of approved claims last month? Detailed insights into contributions? Learn how to generate a report.
- Generate and analyze a contributions reportLearn how to generate a contributions report
- Generate and analyze a billing detail reportLearn how to generate a billing detail report to verify your organization’s benefit bill
- Generate and analyze a billing summary reportLearn how to generate a billing summary report and review what can be billed for each organization.
- Generate and analyze a claims reportLearn how to generate a claims report