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.
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.
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!
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
Sign-off on Terms of Service & Business Associate Agreement
This is standard for all clients and is required before your Implementation Call. Click here if you haven’t signed these yet.
Participate in a 30-minute Implementation Call
We’ll be in touch to schedule your call. Click here to read more about what to expect.
Submit your Health Plan & Employee Eligibility Information
We’ll need a few things from you and your broker. Click here for the full list of materials, templates and suggestions on who should send what.
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.
Go Live!
Documentation, Roles, and Eligibility Template
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
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
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
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
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.
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!
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
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.
View Interactive Report
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!
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.
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
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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