flexible spending accounts post-enrollment administered by wageworks, inc....

32
Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Upload: erik-vallie

Post on 14-Dec-2015

223 views

Category:

Documents


2 download

TRANSCRIPT

Page 1: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Flexible Spending Accounts Post-EnrollmentAdministered by WageWorks, Inc.

1492-WW-FSA-Deck-New-Clients (Nov 2008)

Page 2: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Post Go-Live System Site Access

Account Registration Account Features Account Activity

Participant FAQ’s My Card Doesn’t Work Will I Receive a Statement? Where is My Reimbursement? My Card is Suspended How Do I Send A Pay My Provider?

22

Page 3: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Online Account Access

3

Participant loginavailable 24/7

First Time Users will register the first time they access the account.

Page 4: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Register Once / Login 24/7

4

The first time you login to the site, you will need to confirm data we have in our system to confirm your identity.

Page 5: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Online Features and Functionality

5

One Dashboard for all FSA / HSA Plans Health Care Dependent Care

Page 6: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Request Additional Cards for Dependents

6

Page 7: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

View Account Activity

7

Page 8: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Online monthly statement

Paper Statement will be sent only if we are requesting Card Use Verification Participants that opted for paper

will receive a post card 2 months prior to the end of the plan year

Statements

8

Page 9: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Participant Questions

9

Page 10: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

My Card Doesn’t Work

Will I Receive a Statement?

Where is My Reimbursement?

My Card is Suspended

How Do I Send A Pay My Provider?

Post Go-Live Participant Frequently Asked Questions

1010

Page 11: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Enrollment – Enrolled In Current Plan Year? Log into your account at www.wageworks.com Call WageWorks at 1-877-WAGEWORKS (924-3967)

Card Activation – Did you Activate Before Use? Call 1-866-363-4128 and follow the prompts to activate the card

Are You At A Qualified Merchant? Non-healthcare providers must be IIAS-certified to accept the card Go to www.wageworks.com/iias to confirm if your merchant is qualified

Account Activity – Is Your HC Card Suspended? Have you checked your account to verify all your card transactions have

been properly adjudicated or to confirm your available balance?

My Card Doesn’t Work

1111

Page 12: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Card Status Issued/Activated/Suspended/Expired Click “Health Care” tab Click on “Check on Card Status”

under “Manage My Accounts”

My Card Doesn’t Work

12

Page 13: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Card Doesn’t Work – IIAS Merchant List

13

Check www.sigis.com for updated list

Page 14: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Account Status Click “Health Care” tab Health Care Dashboard provides account summary information

My Card Doesn’t Work

14

Page 15: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Card Transaction Status Click “Health Care” tab Click “View Account Activity” Click “Card”

My Card Doesn’t Work

15

Page 16: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Did You Enroll For The Current Plan Year?

Do You Have An Email On The System?

Is Your Email Or Mailing Address Information Accurate?

Do You Have a SPAM Filter For Your Email?

Go Green: Paper Statements Are Mailed Only If a Receipt is Required to Verify a Card Transaction If you are enrolled only in a DC FSA you will have to go online

to view your statement

Monthly statements are available online Log into your account at www.wageworks.com Call WageWorks at 1-877-WAGEWORKS (924-3967)

I Didn’t Get a Statement…

16

Page 17: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click “Health Care” or “Dependent Care” tab Click “”View Account Statement”

Statement Pickup

17

Page 18: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Did You Enroll For The Current Plan Year?

Did You Fax All Legible Receipts With Your Request?

Did You Sign Your Reimbursement Request?

Is Your Mailing Address Or Bank Account Information Accurate?

For Dependent Care Accounts, Have Your Payroll Deductions Posted To Your WageWorks Account? Log into your account at www.wageworks.com Call WageWorks at 1-877-WAGEWORKS (924-3967)

Where is My Reimbursement?

18

Page 19: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Claims Status Click “Health Care” or “Dependent Care” Click “View Claims & Payments” Click “Claims”

Where is My Reimbursement?

19

Page 20: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Claims Status – Additional Details From previous screen, click on link under “Pay Me Back Line Items”

Where is My Reimbursement?

20

Page 21: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click “Health Care” or “Dependent Care” tab

Click “”Edit My Profile”

Confirm mailing address and bank account information are correct

Where is My Reimbursement?

21

Page 22: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Where is My Reimbursement?

22

Page 23: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Complete and sign your Card Use Verification Form

Fax the form with legible proof of expense to WageWorks

No receipt? No problem Provide a “substitute” receipt for another eligible expense not

purchased with the spending card

Submit a Pay Me Back request for another eligible expense not purchased with the spending card

Remit payment for the unverified transaction amount

It can take up to three (3) business days to process the proof

It can take up to another three (3) business days to restore the spending card privilege

My Card is Suspended, Now What?

23

Page 24: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click on “Health Care” tab

Click on “Card Use Verification Forms” Status of the CUV is available 24 to 48

hours later

If denied, the card will remain suspended

If approved, the card will be reinstated within three (3) business days

If you provided a valid email address, you will be notified of the status of your CUV

I Submitted My CUV Form, Now What?

24

Page 25: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Detail Feedback on CUV

25

Page 26: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click on “Health Care” or “Dependent Care” tab

Click on “Request Pay My Provider”

Follow the simple prompts: Confirm your contact information

Select/Create a Provider

Select/Create the “Patient” or “Qualified Dependent”

Select Type of Service

Provide Payment Information Payment Date (no less than 10-days

from date of request)

Payment Amount

Service Date

Email with Payment status will be sent prior to Payment Date

How Do I Set Up Pay My Provider?

26

Page 27: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click on “Health Care” or “Dependent Care” tab

Click on “View Claims & Payments”

Click “PMP Requests”

How Do I Confirm My Payment Was Made?

27

Page 28: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click on “Health Care” or “Dependent Care”

Click on “Print Pay Me Back Claim Form”

Fill in Claim Form and Print

Sign your Claim Form and fax to WageWorks along with your legible receipt(s)

How Do I Submit for “Pay Me Back”Reimbursement?

28

Page 29: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Click on “Health Care” or “Dependent Care” tab Click on “View Claims & Payments” Click “Claims”

How Do I Confirm My Pay Me Back Request was Received and/or Approved?

29

Page 30: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Request Additional Spending Cards

Learn Where the Card Works

Edit My Profile

What Else Can I Do?

30

Page 31: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Participants may call for account information at

1-877-WAGEWORKS (877-924-3967) Customer Service Representatives are available Monday

thru Friday, 8 AM to 8 PM ET (excluding holidays)

Customer Service

31

Page 32: Flexible Spending Accounts Post-Enrollment Administered by WageWorks, Inc. 1492-WW-FSA-Deck-New-Clients (Nov 2008)

Questions?

32