The unique relationship between CDPHP and HealthEquity allows for true data integration. Unlike most other health account administrators who claim to have “integration,” our solution with HealthEquity is complete. Our proprietary technology allows claims, eligibility, and other data to be imported directly into an accommodating system. This results in a smooth experience with less paperwork and more powerful tools.
Walk through the steps below if offering FSA/HRA/HSA or any combination of accounts administered by HealthEquity.
Implementation checklist- HealthEquity administration
Offering HSA, HRA, FSA or combination of plans
Complete the CDPHP Ancillary Services Agreement
Sign and Submit Documentation
Employers: Provide a copy to your sales representative
Brokers: Upload single PDF file, including all pages of the agreement, to iConnect or provide a signed copy to your sales representative
Note: Completed paperwork should be submitted 45 days prior to the plan’s effective date.
Implementation process - HealthEquity
New Plans:
CDPHP sales representative will submit New Business notification to HealthEquity
HealthEquity will send an e-mail within 5-7 business days to set up a welcome call to discuss next steps to implement your new plans.
Renewing Plans:
HealthEquity will provide email reminders 90, 75, 60, and 45 days prior to the plan effective date
After reviewing the plan details, you can simply log into your HealthEquity Client Portal to select one of the following options:
Renew plan(s) without changes. Standard plan set-up process for renewals without changes may take up to 45 days.
Renew plan(s) with changes. Changes must be submitted at least 60 days prior to the effective date to ensure plan set-up is complete and cards are available by the effective date.
Terminate plan(s).
Thank you for your partnership with CDPHP!