For clients of HSA Bank

Your MyHealthMath Implementation

 Everything you need to know to get started.

These are the 3 steps that HR teams can focus on. We will rely on your broker to help us with the rest!

Brokers, scroll down to see what we need!

Step 1. Participate in Your Implementation Call

We can get to know one another, discuss a communication strategy, and answer your questions. Our team will be in touch to schedule this call.

Click here to read more about what to expect

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Step 2. Submit an Eligibility File

We need a file of all employees eligible to enroll in a health plan. If you have different contribution levels for different employee groups, this should be clearly identified in the file.

Download Template

Click here to submit, or send via secure email!

Step 3. Approve Your Plan-Rate Details

We’ll send an overview of your Plans and Rates, as they’re entered into our system. This is an important step because we cannot launch Decision Doc without this sign-off!

Submit approval here

Looking for More Information?

If you’re new to MyHealthMath and Decision Doc, scroll down to learn more about your Implementation, what information we need, and what to expect with us both during and after your Open Enrollment.

Overview of your Implementation

Plan Builds & Custom Communication Strategy

Once we have your complete set of health plans and employee eligibility information, we’ll build your plans into our system and create your custom communication strategy. While you’re waiting, click here for some basic talking points about Decision Doc.

Approve your Plan-Rate Details

We’ll send an overview of your Plans and Rates, as they’re entered into our system. This is an important step because we cannot launch Decision Doc without this sign-off! Approve your Plan-Rate Details here.

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Go Live!

When it’s time, you’ll receive our “Go Live” email. This will include your final Communication Strategy and a sample report using your specific plan details. From there, we’ll plan to send you updates every few days on how our engagements with your employees are going!

Documentation, Roles, and Eligibility Template

We need the following materials before we can go live and turn Decision Doc on for your employees. For optimal participation, we need everything at least 4 weeks before your Open Enrollment begins.

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Plan Documentation

Here’s what we need
(1) Schedule of Benefits/Summary Plan Descriptions, (2) Summary of Benefits and Coverage, (3) Formularies (including HSA/ACA Preventive Drug lists, if applicable)

Who should send these?
It’s encouraged to utilize your broker team to send these materials

Click here to submit

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Contribution Strategy

Here’s what we need
(1) Gross monthly premiums, (2) EE/ER payroll deductions. If applicable, (3) Employer HSA contribution amounts, (4) HRA set-up

Who should send these?
It’s encouraged to utilize your broker team to send this information

Click here to submit

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Benefit Guide

Here’s what we need
(1) Copy of your benefit guide, if you have one. We won’t share this with employees but it’s helpful for us to know how to communication about your benefits

Who should send this?
It’s encouraged to utilize your broker team to send this information

Click here to submit

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Eligibility File

Here’s what we need
(1) File of all employees eligible to enroll in a health plan. If you have different contribution levels for different employee groups, this should be clearly identified in the file

Who should send this?
Typically this is the one thing that needs to come from your HR team

Download Template

Click here to submit

What Happens During Open Enrollment?

Our team will send regular participation updates so you can keep an eye on how things are going throughout your Open Enrollment period!

Promote Decision Doc

Your only role is to utilize your custom communication strategy to let employees know how Decision Doc can help them. Our team will take it from there, as we are available every step of the way if employees need support.

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Getting to Know You

One of the first things employees will do is share their name, email and DOB with Decision Doc. This is so we can find them in the eligibility file you shared with us, and make sure their report displays the correct plans and rates!

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View Claims Snapshot*

If an employee has a Claims Snapshot available, they can decide if they want to see which of their health plans will save them the most money based on their actual past health utilization.

*available to select employers and employees

DecisionDoc Notebook
DecisionDoc Dual Phones
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Answer Some Questions

Employees will go through a series of questions, either online or on the phone, about the medical services and prescriptions they think they will use.

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View Interactive Report

The questions employees answer will result in an interactive report showing which health plan will save them the most money in the coming year. 

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Enroll in a Plan

It’s time for employees to submit their enrollment decision. If you choose, we can provide a link out that brings employees directly to your enrollment platform.

What Happens After Open Enrollment?

We’ll provide you with a final participation update and then give you a little breathing room to process your enrollments. If we are administering  incentives, we’ll also make sure to send those out to employees!

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Debrief Call

Shortly after your Open Enrollment, we’ll be in touch to schedule a post OE Debrief call, where we’ll ask you to share your immediate feedback on how your OE with us went.

Click here to read more about what to expect for this debrief.

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Retrospective Analysis*

Our analytics set us apart from our competitors. Complete an updated enrollment file so we can dig in!

Download template
Click here to submit

*For qualifying clients

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Ongoing Engagement

Our partnership doesn’t end with Open Enrollment. We will continue to be available for your new hires and employees that experience a qualifying life event. 

Click here to read more about our approach for ongoing engagement.

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