My Plans by CBIZ

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Details about My Plans by CBIZ

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

June 11, 2014
September 28, 2024
15.0+
4+
21.22MB
iPhone, iPad, iPod
English

Features

Developer of My Plans by CBIZ

CBIZ, Inc.

⭐️4.4 / 5

Rating↘︎

🙌190

Ratings

📼4 scs

Media↘︎

📦~ in 4 months

Updates frequency↘︎

🗣❌ unsupported

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Versions
Price History
Description
FAQ

Version History of My Plans by CBIZ

17.0.0

March 25, 2024

Version 17.0 provides you with: • Enhanced security updates

16.1.0

November 21, 2023

Version 16.1 provides you with: • Bug fixes

15.0.0

July 13, 2023

Version 15.0 provides you with: • Bug fixes

14.0.0

October 19, 2022

If supported and applicable, version 14.0 provides you with: • Final Filing Date and Final Service Date Countdown: If enabled, adds final filing date and final service date counters for all types of notional plans displayed on mobile app.

12.0.0

June 18, 2022

If supported or applicable to your account(s), our app version 12.0 provides you with: ● Workflow Enhancement: Updated language for main workflows to Reimburse Myself, Send Payment and Contribute to HSA to clarify actions available on our mobile app. ● One-Time Passcode: If enabled, this provides the ability for consumers to get a one-time passcode via either SMS, Email, or Alternate email address. ● Push Notifications: If enabled, consumers can opt-in to receive notifications, via the “Notifications Preferences” page, for the following: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.

10.1.1

November 1, 2021

If supported or applicable to your account(s), our app version 10.0 provides you with: • Manage Notification Preferences: Allow your consumers to update how they receive notifications. Notifications available will be dependent on consumers’ enrolled plans.

9.1.2

August 10, 2021

If supported or applicable to your account(s), our app version 9.0 provides you with: ● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement. ● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.

8.2.0

March 17, 2021

If supported or applicable to your account(s), our app version 8.0 provides you with: • Manage Bank Accounts: Add, activate, or update bank accounts right from your mobile device.

7.5.0

November 11, 2020

If supported or applicable to your account(s), our app version 7.0 provides you with: • HSA Investment Transactions: Provides the ability to: realign investment portfolio, make fund to fund transfers, perform one-time transfers between cash and investment accounts, and more! • PDF and Cloud Storage Upload: Delivers enhanced document upload capabilities, enabling the ability to upload PDF documents and quickly access and upload documents via Cloud Storage options.

6.6.100

September 17, 2020

If supported or applicable to your account(s), our app version 6.6 provides you with: • Improved HSA Investments Capabilities – Stay up to date with your HSA Investment by viewing fund information • Auto Investment Transfer – Adjust your auto investment transfer amount to ensure that you getting the most out of your HSA

Description of My Plans by CBIZ

Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include: Easy, Convenient & Secure • Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects You with the Details • Quickly check available balances 24/7 • View charts summarizing account(s) • View claims requiring receipts • Click to call or email Customer Service Provides Additional Time-Saving Options (if supported or applicable to your account(s)) • File a claim towards your medical FSA and HRA • Take or upload a picture of a receipt and submit for a new or existing claim • View, contribute and distribute HSA transactions • Pay bills from any account and add a payee • Using the Dashboard, enter medical expense information and supporting documentation • Retrieve your forgot username/password • Report a debit card as lost or stolen Powered by WEX Health®

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