The Contribution Adjustment feature enables admins to make contribution edits.
Administrators can now make contribution edits within the First Dollar Manager. Previously, HSA contribution updates could only be made by uploading a spreadsheet with the requested changes. Admins can now make the following changes in the First Dollar Manager:
Note: If preferable, admins can download and submit new spreadsheets. The First Dollar Manager in-line editing feature is an additional option.
"In the First Dollar Manager, my employees’ contribution amounts are staring right at me. I should just be able to edit them right there. Why do I have to go upload a spreadsheet to make a change?" - Brian, HR Benefits Specialist
"You know what I hate? Spreadsheets. You know what I love? Being able to make adjustments in the First Dollar Manager." - Stacy, HR Benefits Specialist
First Dollar is a health wallet platform that health plans and TPAs use to offer consumer-directed benefits to their members under one platform. Benefits admins (employer benefits specialists, health plan managers) use the First Dollar Manager to oversee their members' benefits.
Like this new feature (and have a First Dollar Manager account)? Log in to the First Dollar Manager to explore this feature and others.