Wilbur Designs Login Connect your health savings account - PowerPoint PPT Presentation

Wilbur Designs

Login Connect your health savings account securely. Email Address Password Wilbur Log in Your health, saved. Forgot password? Users log in to Wilbur with the email and password associated with their HSA.

Onboarding Your Heath Savings Where do you go to Account connected! Meet Wilbur. Account (HSA) get care? He’s here to help you save money for your HSA. Do you have a PCP? Set a contribution amount that Dr. Phil Myers, MD Great news! Your employer You’re enrolled in a High comes out of your paycheck. has made a $500 contribution Deductible Health Plan . to start you off. What hospital do you go to? $2,500 $500 Earn Wilbur Bucks by completing Beth Israel Deaconess tasks towards your health. Annual Deductible HSA Balance What urgent care facility Your HSA money is tax free . This means you pay the first do you prefer? Pay for medical expenses and And if you retire or leave a job, $2,500 of medical expenses bills using Wilbur. Not sure the balance stays with you. before insurance starts paying. Not sure where to go? Ask Wilbur and he can suggest Ask Wilbur any questions along Your HSA is an investment account affordable options near you! the way. that you can use to pay for medical expenses. It also earns interest! Let’s go! Users see a snapshot of their health plan and are introduced to Wilbur’s features. Care questions allow Wilbur to provide tailored recommendations.

Set your ongoing contribution Verizon Verizon Verizon 9:00 AM 100% 9:00 AM 100% 9:00 AM 100% $500 $500 $500 HSA Balance HSA Balance HSA Balance Each paycheck you contribute 0% Each paycheck you contribute 3% Each paycheck you contribute 1% To hit your goal, you’ll need to contribute let’s change that To hit your goal, you’ll need to contribute $2,000 this plan year (about 3%/paycheck) $2,000 this plan year (about 3%/paycheck) on track on track catch up about $37/paycheck about $26/paycheck 20% 0 1% 2% 3% 4% 5% 6% 0 1% 2% 3% 4% 5% 6% to Goal Set my Contribution Set my Contribution on track on track on track on track This will go into affect for your next This will go into affect for your next paycheck on 9/21 paycheck on 9/21 Wilbur Bucks Wilbur Bucks Wilbur Bucks Transactions Transactions Transactions 150 150 150 Users are prompted to choose their ongoing contribution which is deducted from their paycheck. Sliding the dial shows the average amount per paycheck based on payroll information

Start Earning Wilbur Bucks Verizon 9:00 AM Verizon 9:00 AM 100% 100% Verizon Verizon 9:00 AM 100% 9:00 AM 100% Ask Wilbur Ask Wilbur Earn Wilbur Bucks Earn Wilbur Bucks 150 Mon, Oct 5 125 PCP Annual Checkup Earned this month Next Payout Earn Wilbur Bucks How can I help you $400 earned $600 to go $750 redeemed $150 to go by completing tasks related to Jessica? Earn Rewards your health. Contributions Notifications 125 25 25 125 PCP Annual Checkup PCP Annual Step On Track Earn $125 Wilbur Bucks when 50 Let’s get some Wilbur Bucks 50 50 Checkup Challenge Contributer you visit your Dr. Myers for an in the bank! Step 25% to 50% to 75% to complete complete complete You can earn up to $1,000 in your annual checkup. Challenge your Goal your Goal your Goal HSA from your employer through More details 125 25 25 complete complete complete Wilbur bucks this plan year. Healthy Actions = $1 I’ve Completed This 1 25 25 25 Wilbur Buck in your HSA from earned your employer Healthy Blood Pressure Ancillary Choices Check Insurance 125 25 25 Seminar Blood Pressure Ancillary to-do to-do complete Check Insurance Start earning Wilbur Bucks Hey, looks like your PCP is out- PCP Annual Healthy Flu of-network meaning your visit 25 15 50 Checkup Choices Shot will cost more. Wilbur can help complete Seminar to-do find a doctor in your insurance’s network. complete Wilbur educates users about Wilbur Bucks and prompts them to start earning. Users can view their completed rewards and those still to-do. Clicking on a reward gives more information about it.

Savings Goal Verizon 9:00 AM 100% $1,700 $1,700 HSA Balance HSA Balance Each paycheck you contribute 3% Each paycheck you contribute 3% Savings Goal (average $37/pay period) (average $37/pay period) Wilbur recommends having a savings goal of $2,500 (the amount of your deductible) towards your HSA. You’ve saved $1,700 so far. 63% 63% You’re 63% of the way there! to Goal to Goal on track on track on track on track on track on track on track on track on track You have $800 more to hit your goal. Wilbur Bucks Wilbur Bucks Transactions Transactions 150 150 The dashboard’s focal point is the savings goal for the year. Users can click the icon to understand more about Wilbur’s recommended goal.

HSA Transactions Verizon 9:00 AM Verizon 9:00 AM 100% 100% HSA Transactions HSA Transactions $3k $3k Goal Goal $2.5k $2.5k $2k $2k how much until I hit my deductible? $1.5k $1.5k How much until I hit my Transactions $1k $1k deductible? $500 $500 Q1 Q2 Q3 Q1 Q2 Q3 You have $1,800 remaining before you hit your deductable HSA Balance $1,700 $1,700 HSA Balance this plan year. Afterwards, your insurance will start paying. How much until I hit my deductible? Transactions $32.35 $32.35 $700 $2,500 9/22/18 9/22/18 current spend deductible 1% of your paycheck 1% of your paycheck $655.90 $655.90 9/16/18 9/16/18 Payment to Beth Israel Payment to Beth Israel $25.00 $25.00 9/01/18 9/01/18 Wilbur Bucks Redeemed Wilbur Bucks Redeemed A transactions page gives an overall view of how the HSA balance is changing and hopefully growing over time—similar to an investment account. Users can also see their progress towards hitting thier deductible.

Wilbur Pay & Billing Verizon 9:00 AM Verizon 9:00 AM 100% 100% Verizon 9:00 AM 100% $1,700 Ask Wilbur HSA Balance What can I spend my HSA Bill Pay money on? $250 Pay for qualified Pay for copays and qualified birth control pills view claim X-ray at Beth Israel medical expenses medical expenses prescriptions acupuncture & chiropractor Pay now with HSA funds HSA Health Savings (you have $1700.00) ambulance Account Recommended eyeglasses psychologist & therapy Payroll deduct $50/ on track on track on track x-ray & imaging on track on track on track paycheck for 5 paychecks Pay for qualified long-term care medical expenses 8555 vitamins maternity clothes Choose another payroll funeral costs deduction child care toiletries Getting x-rays at urgent care over-the-counter medicine instead of the hospital can elective cosmetic procedures save you up $325. $255.90 $255.90 pay now pay now New bill from Beth Israel New bill from Beth Israel learn more Users pay for qualified medical expenses and copays as well as medical bills directly in the app.

Ask Wilbur Verizon 9:00 AM Verizon 9:00 AM Verizon 9:00 AM 100% 100% 100% Verizon 9:00 AM 100% Ask Wilbur Ask Wilbur Ask Wilbur Ask Wilbur Hi Rusty, what can I help you Hi Rusty, what can I help you I think I need to go to a with today? with today? How can I help you doctor. I cut my finger earlier Rusty? today and it’s still swollen. I need help paying a bill. Oh no! I’m sorry to hear that Jessica. How should I pay my doctor’s bill? I recommend going to urgent care as Notifications soon as possible. Here are a few Good question. Bill Pay should affordable in-network options near be able to help you make the you… Looks like you’re earning a bit right choice. First off, which more this pay cycle! Have you bill are you referring to? thought about putting some extra 5 MIN AWAY dollars in your HSA? Partners Urgent Care $250 — Aug 9 Boston, MA Beth Israel Hospital I need help paying a bill X-Ray Smart Cost Estimate: $100-125 You haven’t set a contribution I need help finding affordable care amount yet to be deducted from Directions | Call $125 — Jul 16 your paycheck Partners Urgent Care Vaccine I need help with my HSA contribution Did you know? You can purchase medications at the pharmacy with Message Message Message your HSA. Ask Wilbur is an intelligent chat service that helps users navigate their health plan. A smart reply provides common prompts from getting help with a bill to finding affordable care.

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