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Reclaim Health
Created on November 22, 2024
FINANCIALS
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Transcript
confidential
confidential
Partner inTegration | Group setup
Group benefits setup
Reclaim
WEX
STEP 1
Benefit design setup on Reclaim's dashboard
Client implementation teams use Reclaim dashboard to upload SBCs and revise/approve benefit designs set up.
WEX
STEP 2
Benefit setup may be retrieved via APIs
WEX may retrieve the benefit unique identifiers and the details of their designs via Reclaim's APIs.
(example)
+ List groups
(example)
+ List medical policies
(example)
+ List voluntary benefits
confidential
Partner inTegration | Group setup
Group benefits setup
Reclaim
WEX
STEP 1
Benefit design setup on Reclaim's dashboard
Client implementation teams use Reclaim dashboard to upload SBCs and revise/approve benefit designs set up.
WEX
STEP 2
Benefit setup may be retrieved via APIs
WEX may retrieve the benefit unique identifiers and the details of their designs via Reclaim's APIs.
+ List groups
(example)
+ List medical policies
(example)
(example)
+ List voluntary benefits
confidential
Partner inTegration | SUBSCRIBER setup
Subscriber eligibility setup
WEX
STEP 3
Set up subscribers via APIs
WEX sets up subscriber info incl. contact info (email and/or phone).
+ Set up subscriber
(example)
WEX
STEP 4
Set up enrolled benefits via APIs
WEX sets up subscriber's enrolled benefits, incl. premiums & covered persons.
(example)
+ Set up enrolled medical benefits
(example)
+ Set up enrolled VB benefits
WEX
STEP 5
Set up eligible benefits via APIs
WEX sets up subscriber's eligible benefits, incl. rates & group HSA/HRA contributions.
(example)
+ Set up eligible medical benefits
(example)
+ Set up eligible VB benefits
confidential
Partner inTegration | SUBSCRIBER setup
Subscriber eligibility setup
WEX
STEP 3
Set up subscribers via APIs
WEX sets up subscriber info incl. contact info (email and/or phone).
(example)
+ Set up subscriber
WEX
STEP 4
Set up enrolled benefits via APIs
WEX sets up subscriber's enrolled benefits, incl. premiums & covered persons.
+ Set up enrolled medical benefits
(example)
+ Set up enrolled VB benefits
(example)
WEX
STEP 5
Set up eligible benefits via APIs
WEX sets up subscriber's eligible benefits, incl. rates & group HSA/HRA contributions.
(example)
+ Set up eligible medical benefits
(example)
+ Set up eligible VB benefits
confidential
Partner inTegration | SUBSCRIBER setup
Subscriber eligibility setup
WEX
STEP 3
Set up subscribers via APIs
WEX sets up subscriber info incl. contact info (email and/or phone).
(example)
+ Set up subscriber
WEX
STEP 4
Set up enrolled benefits via APIs
WEX sets up subscriber's enrolled benefits, incl. premiums & covered persons.
(example)
+ Set up enrolled medical benefits
(example)
+ Set up enrolled VB benefits
WEX
STEP 5
Set up eligible benefits via APIs
WEX sets up subscriber's eligible benefits, incl. rates & group HSA/HRA contributions.
+ Set up eligible medical benefits
(example)
+ Set up eligible VB benefits
(example)
confidential
Partner inTegration | SUBSCRIBER setup
Subscriber eligibility setup
WEX
STEP 3
Set up subscribers via APIs
WEX sets up subscriber info incl. contact info (email and/or phone).
(example)
+ Set up subscriber
WEX
STEP 4
Set up enrolled benefits via APIs
WEX sets up subscriber's enrolled benefits, incl. premiums & covered persons.
(example)
+ Set up enrolled medical benefits
(example)
+ Set up enrolled VB benefits
WEX
STEP 5
Set up eligible benefits via APIs
WEX sets up subscriber's eligible benefits, incl. rates & group HSA/HRA contributions.
+ Set up eligible medical benefits
(example)
+ Set up eligible VB benefits
(example)
confidential
Partner inTegration | USER FLOW
Streamlining the user flow
WEX
STEP 6
Retrieve user login prior to linking to Reclaim hosted UI
WEX retrieves user_login by API to pass along as a parameter to hosted UI.
+ Look up subscriber
(example)
WEX
STEP 7
Retrieve benefit elections via API after linking user back to WEX
WEX retrieves the user's medical and VB elections ahead of confirming enrollment.
(example)
+ Retrieve benefit elections
WEX
STEP 8
Confirm enrollment via APIs
WEX sets up subscriber's enrolled benefits for upcoming year, incl. contributions.
(example)
+ Confirm enrolled medical benefits
(example)
+ Confirm enrolled VB benefits
confidential
Partner inTegration | USER FLOW
Streamlining the user flow
WEX
STEP 6
Retrieve user login prior to linking to Reclaim hosted UI
WEX retrieves user_login by API to pass along as a parameter to hosted UI.
(example)
+ Look up subscriber
WEX
STEP 7
Retrieve benefit elections via API after linking user back to WEX
WEX retrieves the user's medical and VB elections ahead of confirming enrollment.
+ Retrieve benefit elections
(example)
WEX
STEP 8
Confirm enrollment via APIs
WEX sets up subscriber's enrolled benefits for upcoming year, incl. contributions.
(example)
+ Confirm enrolled medical benefits
(example)
+ Confirm enrolled VB benefits
confidential
Partner inTegration | USER FLOW
Streamlining the user flow
WEX
STEP 6
Retrieve user login prior to linking to Reclaim hosted UI
WEX retrieves user_login by API to pass along as a parameter to hosted UI.
(example)
+ Look up subscriber
WEX
STEP 7
Retrieve benefit elections via API after linking user back to WEX
WEX retrieves the user's medical and VB elections ahead of confirming enrollment.
(example)
+ Retrieve benefit elections
WEX