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How to Add a New Plan/Class to an Existing Client in Just a Few Steps

Danielle Constantine avatar
Written by Danielle Constantine
Updated this week

When managing employee benefit plans through myHSA, adding a new plan such as a Wellness Spending Account (WSA) or Flexplan to an existing client is simple. Here's how to get started!

  1. Log into Your myHSA Account Begin by logging into your myHSA account to access your client list.

  2. Navigate to the "Clients" Tab Once logged in, head over to the "Clients" tab at the top of your dashboard.

  3. Select the Client Find and click on the name of the client you’d like to add a plan to.

  4. Go to the "Plans" Section Within the client’s profile, navigate to the "Plans" section to view their current plans.

  5. Add a New Plan Click the option to "Add a Class/Plan" and select a WSA or Flexplan. Enter the required details, such as the plan name and its effective start date.

  6. Configure Plan Parameters Ensure client-specific adjustments by setting the plan's contribution levels, eligible expenses, and any limits.

  7. Enroll Employees Confirm which employees should be included in the new plan and adjust their details, if required.

  8. Save and Confirm Double-check all settings, save the configuration, and ensure the new plan is visible under the client’s account.

Once the plan is created, you can customize specific parameters, including contribution levels, eligible expenses, and any specific limits. Ensure all adjustments align with the client’s needs.

If you encounter any questions or difficulties during the process, consult the available support articles within the myHSA system or contact our support team for guidance. We’re here to assist at every step!

Now you’re ready to enhance your client’s benefits with a fully configured and customized plan that meets their specific requirements.

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