My Plans by CBIZ 4+
CBIZ Benefits & Insurance Services
Designed for iPad
-
- Free
Screenshots
Description
Save time and hassles with 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®
What’s New
Version 18.2.0
Version 18.2 provides you with:
Enhanced security updates
Bug fixes
Ratings and Reviews
Great app
This is one of the better apps for submitting claims and reviewing your account. The only thing I would change is the ability to upload a receipt from a Google Drive or other file system.
This is a poorly written app.
This app crashes on my phone every few minutes. There is no option to upload a receipt unless it is a photo or you use your camera…some of us store the receipts that are emailed to us and need to upload them. It just seems that some basic items are missing from this app. It means that I have to go to a computer and upload a file because it isn’t in the mobile app even though just about every person has some kind of cloud storage.
Reimbursement WAS Easy
I have been using this for over four years. I always submitted my monthly email receipts but in Spring 2020 they no longer accept my receipts and I have had to personally contact the director at my daycare, waste their time over some minor details. Not a fan of this company and changes they made as it takes more time out of my day and the director at my childcare center. Disappointed.
App Privacy
The developer, CBIZ Benefits & Insurance Services, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- CBIZ, Inc.
- Size
- 22.6 MB
- Category
- Health & Fitness
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © WEX Health, Inc.
- Price
- Free
Supports
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Wallet
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