The upcoming contributions email reminds admins to review transactions.
Starting in February, all First Dollar administrators will receive an email reminder to review upcoming HSA contributions in the First Dollar Manager. If an update is needed for the upcoming contributions (e.g., changing a scheduled contribution amount), admins can make those updates within the First Dollar Manager. The First Dollar Manager will send the email five days before upcoming contributions are processed, giving you plenty of time to ensure all of the data is correct while you drink your morning coffee.
"There’s a lot going on. A reminder before upcoming contributions are distributed would help me remember if I need to make any adjustments for the upcoming period, like adding a new employee or changing an employee’s contributions amount." - Matthew, 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.
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