WEX HEALTH CLOUD COBRA DIRECT BILL EMPLOYER PORTAL
WEX HEALTH CLOUD COBRA & DIRECT BILL EMPLOYER PORTAL REFRESH 1 | WEX HEALTH PARTNER CONFERENCE 2018
WEX Health COBRA & Direct Billing Employer Portal Today Homepage CURRENT VIEW 2 Proprietary & Confidential | © 2018 WEX Health, Inc. NEW VIEW Proprietary & Confidential | © 2018 WEX Health, Inc.
WEX Health COBRA & Direct Billing Employer Portal Today Homepage CURRENT VIEW • COBRA & Direct Billing Employer Portal Homepage • Initial view was the employer information • No editing could be done • Several areas to add and search for members. • Not intuitive as to which option to use 3 Proprietary & Confidential | © 2018 WEX Health, Inc.
WEX Health COBRA & Direct Billing Employer Portal UI Refresh June 2018 Homepage • New Homepage! § Welcome message to confirm the user § Message Center for communications § First view shows where to search for members and add members § Wider format for improved readability and a more optimal experience § Left-hand Navigation Proprietary & Confidential | © 2018 WEX Health, Inc.
WEX Health COBRA & Direct Billing Employer Portal Account Employer Profile Previously these options were all located on the General tab of the homepage Employer Profile: • View and Edit • Editing throughout the portal will be done in modals Proprietary & Confidential | © 2018 WEX Health, Inc. 5
WEX Health COBRA & Direct Billing Employer Portal Account Employer Settings Previously these options were all located on the General tab of the homepage Employer Settings: • Cleaner and easier to view Proprietary & Confidential | © 2018 WEX Health, Inc. 6
WEX Health COBRA & Direct Billing Employer Portal Members Find Member You can search for all member types at once • Previously you could only search for one type at a time Proprietary & Confidential | © 2018 WEX Health, Inc. Additional details are available in the expanded view • Before you had to hover the name to view this information 7
WEX Health COBRA & Direct Billing Employer Portal Imports Import Specifications are now conveniently located right on the Imports page Currently you need to retrieve these from Help | Import Specifications | Version x. x Proprietary & Confidential | © 2018 WEX Health, Inc.
WEX Health COBRA & Direct Billing Employer Portal Reports Currently to view Reports the user must choose from several slide options. Proprietary & Confidential | © 2018 WEX Health, Inc.
WEX Health COBRA & Direct Billing Employer Portal Accounting & Standard Reports • All Accounting Reports & all Standard Reports are accessible from one page vs having to go back up to the top menu and select your next report Proprietary & Confidential | © 2018 WEX Health, Inc. 1 0
WEX Health COBRA & Direct Billing Employer Portal Recent Activity CURRENT VIEW Proprietary & Confidential | © 2018 WEX Health, Inc. 1 1
WEX Health COBRA & Direct Billing Employer Portal • Tool Tips of explanation • Updated terminology & removal of acronyms • Bigger boxes for save and continue • Countdown of screens during entry Proprietary & Confidential | © 2018 WEX Health, Inc. 1 2
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