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:
- Add/Remove Employees
- Contribution Amounts
Note: If preferable, admins can download and submit new spreadsheets. The First Dollar Manager in-line editing feature is an additional option.
Why did customers request this feature?
It looks a little like this.
Here’s how to use it.
- Step 1: Log in to the First Dollar Manager.
- Step 2: Select “Contributions” in the menu.
- Step 3: Select “Next Scheduled Contribution” in the top right corner.
- Step 4: Select the “Make Changes” button with the carrot in the top right corner.
- Step 5: Make any desired changes.
- Step 6: Celebrate!
Here's some info on the First Dollar Manager.
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.
Check it out!
Like this new feature (and have a First Dollar Manager account)? Log in to the First Dollar Manager to explore this feature and others.
