**Please note that you cannot create a new Health & Flex Spending Account coverage without setting up Benefit Plan and Benefit Summary. See articles "How to create a new Benefit Plan?" and "How to create a new Benefit Summary? " if needed.**
Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client. You will see the name is locked in the Group search bar.
Step 4: Click on "Benefit Plans" --> "Benefits" --> "Health & Flex Spending Account" in the drop-down of the Navigation Bar on the left side.
You will be on this page:
If you see your client shows up at the "No data available in table" section, it means the HSA details for your client are already created.
---> Read "How to edit Health & Flex Spending Account Coverage?" if needed.
Step 5: Click on "Add New Health & Flex Spending Account" on the top right corner.
Step 6: Ensure to choose the division & class you want to add the coverage for.
Step 7: You will notice the "Policy and Eligibility" section comes up again, which is the same as the section we saw in Benefit Summary. Everything got copied over from there, but feel free to change any details if you need it. You can also find "Termination Age" at the end of this section.
Step 8: Fill out the information on the spending account.
Step 9: Click "Save Health Flex Spending Accounts" to save all the data.
When you see this message pop out (as screenshot below), that means your Health Spending Account detail is created! Click "OK" to continue.
If you have multiple classes to enter, please repeat step 5 to 9 to create the coverage for every class.
If you have any questions regarding the instructions above, please email us at email@example.com.