Mobile App Training Manual

Transcription

1 Mobile App Training Manual

2 Version 12.3 November 11, ALL RIGHTS RESERVED WEX Inc. WEX Health, the WEX Health logo, and WEX Health Cloud are trademarks of WEX Inc. in the United States and/or other countries. This document is proprietary and confidential. No part of this document may be disclosed in any manner to a third party without the prior written consent of WEX Inc ALL RIGHTS RESERVED WEX Inc. ii

3 Table of Contents Goals... v Introduction... 1 Administrator-Level Settings... 2 Enabling the Mobile App... 2 Text Alert Structure... 8 Managing Consumer Rules Additional Settings... 8 Mobile App Single Sign-On Option Delegated Authentication... 8 Mobile App Accessibility... 9 Managing TTY/TTD Phone Numbers Employer-Level Settings Customizing the Mobile App Managing Text Alerts Managing Consumer Access Allowing Consumers to View/Upload Receipt Images Managing TTY/TTD Phone Numbers Consumer Portal Settings Enabling the Mobile App Update Notification Preferences Text Alerts Using Mobile App Updating Mobile App Logging In Resetting Login Information for Expired Password Terms & Conditions, Privacy Policy Viewing Account Details Viewing Claim Details Filing Claims Functionality for File by Plan on the Mobile App Adding Receipts to Claims Message Center: Claims Requiring Receipts Screen: Claims Requiring Receipts Screen Claim Details Screen: Receipts List Receipt Screen Preview and Remove Receipt Images HSA Contributions and Distributions ALL RIGHTS RESERVED WEX Inc. iii

4 HSA Distribution HSA Contribution Getting Help ALL RIGHTS RESERVED WEX Inc. iv

5 Goals The goals of this module are to provide assistance in: Enabling the mobile app at the administrator level. Customizing the mobile app at the employer level. Managing consumer access to the mobile app. Accessing the mobile app via the Consumer Portal. Using the mobile app, including login modes, viewing account details, filing claims by plan, making HSA distributions and contributions, and uploading receipt images 2016 ALL RIGHTS RESERVED WEX Inc. v

6 Introduction The mobile app provides consumers with instant access to real-time balances for active accounts via their ios device or Android and the ability to view account details, file claims, request HSA contributions and distributions, and upload receipt images ALL RIGHTS RESERVED WEX Inc. 1

7 Administrator-Level Settings Enabling the Mobile App 1. From the Setup tab, under Consumer Defaults, select Manage 1Mobile. Administrator Portal>Setup>CONSUMER DEFAULTS>Manage 1Mobile 2. On the Manage 1Mobile page, select Enable Mobile Apps ALL RIGHTS RESERVED WEX Inc. 2

8 Administrator Portal>Setup>CONSUMER DEFAULTS>Manage 1Mobile 2016 ALL RIGHTS RESERVED WEX Inc. 3

9 Field Mobile Apps Allow filing a claim from mobile apps Allow Consumers to manage debit cards via 1Mobile (versions 4.1+) Allow Consumers to change login information via 1Mobile (versions 4.1+) Description If enabled, consumers can file medical FSA, dependent care and HRA premium reimbursement claims via the mobile app. If enabled, consumers can report a lost or stolen debit card directly from the mobile app application. If enabled, consumers can log into WEX Health Cloud for the first time via the mobile app and have the ability to change and update login information whenever they need to. This eliminates the need for the consumer to first log into the Consumer Portal prior to accessing the mobile app. Note: This feature is not applicable for employers utilizing Consumer Self-Registration. Allow HSA distribution via 1Mobile (versions 4.3+) Allow HSA contribution via 1Mobile (versions 4.4+) Allow username recovery ("Forgot Username?") via 1Mobile (versions 4.5+) Allow password recovery ("Forgot Password?") via 1Mobile (versions 4.5+) Allow consumer to pay someone else when filing a claim via 1Mobile (versions 4.6+) If enabled, consumers can request an HSA distribution from the mobile app. If enabled, consumers can make an HSA contribution from the mobile app. Consumers can recover/reset their usernames using their mobile devices. Once you allow, consumers will see links on the 1Mobile homepage to recover/reset. Note: Contact the WEX Health Cloud Support Center to enable this feature. Consumers can reset their passwords using their mobile devices. Once you allow, consumers will see links on the 1Mobile homepage to reset. Note: Contact the WEX Health Cloud Support Center to enable this feature. Consumers can make payments to existing payees when filing claims for notional accounts on the mobile app ALL RIGHTS RESERVED WEX Inc. 4

10 Field Allow consumer to add a payee via 1Mobile (versions 4.6+) Allow consumer to add a receipt image from camera roll via 1Mobile (version 4.6+) Description Note: This functionality already exists for HSA distributions. Consumers can add new payees when requesting HSA distributions or filing claims on the mobile app. Consumers can upload saved images when filing claims on the mobile app. Consumer Dashboard Enable Consumer Dashboard (versions 3.7+) If enabled, consumers can add a new expense, review existing expenses and manage expense receipts. Note: The mobile app does not support payments from entered expenses. External link within 1Mobile Enable external link (versions 4.6+) You can add a link to an eligible 213(d) expense list or an external website on the mobile app before or after the consumer logs in. The following are the mobile app external website link options: External link type Pre-consumer login Post-consumer login Administrator level (Administrator Portal > Setup > Consumer Defaults > Manage 1Mobile) Yes Yes The default URL is the SIGIS eligible 213(d) list. or You can enter the URL you want to use. Employer level (Administrator Portal > Employer > Consumer Setup > Manage 1Mobile) No Yes You can disable the URL from displaying on the mobile app. Terms of Use Terms of Use Status Title Effective Date Provides the ability to configure, manage and send Terms of Use to the consumer s mobile app. Active Current agreement. Pending Agreement with a future effective date. Retired Disabled agreement. Provides the ability to enter a title related to the Terms of Use. The date that the item will become effective and visible to the consumer in the mobile app. When creating a new item the effective date must not be in the past. Privacy Policy Privacy Policy Provides the ability to configure, manage and send Privacy Policy to the consumer s the mobile app 2016 ALL RIGHTS RESERVED WEX Inc. 5

11 Field Status Title Effective Date Description Active Current policy. Pending Policy with a future effective date. Retired Disabled policy. Provides the ability to enter a title related to the Privacy Policy. The date that the item will become effective and visible to the consumer in the mobile app. When creating a new item the effective date must not be in the past. Consumer Portal Home Page Mobile Ad Enable Mobile Ad If enabled, the View More option displays next to the Download Mobile App link in the Message Center on the Consumer Portal Home page. Consumer Portal Mobile Access Page Alternate Password Message When enabled, partners can add a customized message to the static text on the Consumer Portal Mobile Access page. This option allows partners to specify instructions that better match their login process. Note: This is only available for partners with consumer portal SSO. Please work with your implementation manager to have this field enabled. Mobile Nicknames Consumer Portal Nickname Partner Nickname The nickname will be used in error messaging within the mobile app and in text messages received by the consumer. Nickname must be less than 25 characters. The nickname will be used in error messaging within the mobile app and in text messages received by the consumer. Nickname must be less than 25 characters. Text Alerts Claim Confirmation Debit Card Mailed Debit Card Purchase Deductible Met A claim confirmation text alert is sent in the same scenarios a claim confirmation is currently sent. Note: An alert will be sent if the administrator selects to send confirmation to the consumer for claims filed via Claims Link. Message: [Partner Nickname] Alert: A claim has been recently filed. Visit the [Consumer Nickname] for info on receipt submission. A text alert is sent to the consumer when their debit card has been mailed. Message: "The [Debit Card Reimbursement Name] you requested was mailed. View details on [Consumer Portal Nickname] A text alert is sent to the consumer when a debit card purchase has been processed to their account. Accountholder s card Dependent s card Message: "A debit card transaction has been processed for [$XX.XX] on [MM/DD/YYYY]. Questions? Call number on back of card A deductible met text alert is created for the consumer enrolled in an HRA plan with a debit card and the type of debit card transactions to allow is set to enable once deductible is met ALL RIGHTS RESERVED WEX Inc. 6

12 Field Denial Expense Notification HSA Account Summary HSA Contribution Posted HSA Payment Issued Payment Issued (Notional) Receipt Needed for Debit Card Transactions Description Message: "Your deductible has been met and your debit card is now available to use for your HRA plan." Claim denial alerts are created after the denial and denial with repayment letter reports are generated. Message is sent after 8:00 a.m. in the consumer s time zone. Message: [Partner Nickname] Alert: A claim(s) you submitted for payment was denied. Visit the [Consumer Nickname] for more information. Message when repayment is required: [Partner Nickname] Alert: Your claim(s) was denied and requires repayment. Visit the [Consumer Portal Nickname] for information. A text alert is sent to a consumer when an expense is automatically added to the Expense Tracker so the consumer may choose to take action on the expense. A text alert is sent to the consumer when the latest HSA Account Summary report is available. Message: [Partner Nickname] Alert: The latest HSA Account Summary is available. Visit the [Consumer Portal Nickname] for the report. A text alert sent to the consumer when a contribution has posted to their HSA. Message: "Contribution(s) were made to your HSA [MM/DD/YYYY] totaling [$XX.XX]. View details on [Consumer Portal Nickname]." A text alert sent to the consumer when a payment has been issued out of their HSA. The consumer will be notified of the amount, if the payment was made via check, direct deposit, or paid directly to the provider and for what date. Message: [$XX.XX] [Check will be issues, bank account deposit scheduled or check scheduled] on [MM/DD/YYYY] from your HSA. View details on [Consumer Portal Nickname]. A text alert sent to the consumer when a payment has been issued for a claim reimbursement. The consumer will be notified of the amount, if the payment was made via check, direct deposit, or paid directly to the provider and for what date. Message: [$XX.XX] [Check will be issues, bank account deposit scheduled or check scheduled] on [MM/DD/YYYY] from your claim reimbursement(s). View details on [Consumer Portal Nickname]. This text alert is sent when a Lighthouse1 OneCard transaction is not auto-substantiated at the point of sale, notifying the consumer that a receipt may be required for the transaction. Note: This text alert option does not display if the partner is not set up with the Lighthouse1 OneCard. Message: [Partner Nickname] Alert: Your [debit card] transaction on [date] for [$xx.xx] may require a receipt. Administrator Default custom text: Some transactions require you to submit a receipt to validate that the transaction is an eligible expense in compliance with IRS regulations. You will receive an in the next 2016 ALL RIGHTS RESERVED WEX Inc. 7

13 Field Receipt Reminder Description few days letting you know if you need to submit a receipt. Please keep your receipt. This text alert is created after the receipt reminder letter report is generated. Message is sent after 8:00 a.m. in the consumer s time zone. Message: [Partner Nickname] Alert: A receipt is needed to process your claim. Visit the [Consumer Nickname] for more information. Text Alert Structure Each alert starts as [Partner Nickname] Alert: message. General is displayed as the message source. This is the same from source used for consumer notifications. Claim Denial, Receipt Needed, and Receipt Reminder alerts are not sent between the hours of 10:00 p.m. 8:00 a.m. in the consumer s selected time zone. Any alerts of this type created during that time will be sent after 8:00 a.m. Confirmation and Claim Confirmation alerts will be sent at the time of the associated event. Managing Consumer Rules Additional Settings On the Manage Consumer Rules page, the following options must be enabled/allowed for consumers to view and upload receipt images via the mobile app. Administrator Portal>Setup>CONSUMER DEFAULTS>Manage consumer rules These settings are configurable at the employer level. Note: The administrator-level setting to allow consumers to view account activity must be set to Allow. If the option is set to Prevent, consumers will not be able to view claim level detail. Mobile App Single Sign-On Option Delegated Authentication When SSO is implemented, consumers log in with a username and password separate from WEX Health Cloud, and thus they do not know about the separate username and password stored in WEX Health Cloud. You have the option to implement the Delegated Authentication service, which will allow the consumer to log into the mobile app with the SSO login. To learn more about the Delegated Authentication process, work with your Implementation Manager to understand the additional fees and implementation steps associated with the Delegated Authentication Service ALL RIGHTS RESERVED WEX Inc. 8

14 Adding Custom User Roles Manage mobile access permission allows the ability to control access to this page. The following roles have this permission: Master User, Administrator, Claim Manager, Customer Service, and Employer Manager. To allow other administrator users access to the Manage 1Mobile page, add a custom user role. 1. To add a custom user role, select Add custom user roles from the Setup tab, under USERS. 2. Enter the role Name and Description. 3. Enter a Role Code. A role code is a unique ID that can be alphanumeric and up to three characters. Administrator Portal>Setup>USERS>Manage custom user roles 4. Select the Status from the dropdown menu. 5. Choose the appropriate permissions for Manage mobile access and Manage 1Mobile. 6. Click Submit. Now the role is available to assign to administrator users. Mobile App Accessibility Mobile app accessibility for consumers using assistive technologies like screen readers or telecommunication devices. Note: The accessibility enhancements apply to ios only and do not include Android at this time. The following are accessibility options for the mobile app: Field description Login header Login screen buttons Home screen action buttons Account activity Assistive technology Read by voice-over 2016 ALL RIGHTS RESERVED WEX Inc. 9

15 Close list items Login screen textboxes Contact for inquiries phone numbers Contact for inquires address Includes more color contrast Displays TTY/TDD phone numbers, if enabled Displays address, if enabled Managing TTY/TTD Phone Numbers You can manage the display of phone numbers in the Inquiries section on the Manage Administrative Setting page. (Administrator > Employer > Employer Setup > Manage Administrative Settings) To enable the administrator default numbers WEX Health maintains the administrator default setting for the TTY/TTD Number field of the Consumer Contact Information for Inquiries section. Contact the WEX Health Cloud Support Center to update your administrator default TTY/TDD phone numbers ALL RIGHTS RESERVED WEX Inc. 10

16 Employer-Level Settings Customizing the Mobile App 1. From the Employer tab, under CONSUMER SETUP, select Manage 1Mobile. 2. On the Manage 1Mobile page, select the Administrator Default or Customize, and click Submit. Administrator Portal>Employer>CONSUMER SETUP>Manage 1Mobile 2016 ALL RIGHTS RESERVED WEX Inc. 11

17 Managing Text Alerts To override the Administrator Default settings at the employer level: Action Description To enable text alerts at the employer level 1. On the Manage 1Mobile page in the Text Alerts section, select Customize 2. Select Enable Text Alerts. 3. Click Submit. To prevent text alerts at the employer level 1. On the Manage 1Mobile page in the Text Alerts section, select Customize. Note: When the administrator default setting enables text alerts, selecting Customize bypasses that setting and prevents text alerts from being sent. 2. Click Submit ALL RIGHTS RESERVED WEX Inc. 12

18 Managing Consumer Access On the Manage Mobile Access page, partners can reset the consumer's password, disable the consumer s mobile login, and stop text alerts. Note: Consumers log into the mobile app with their standard Consumer Portal username and password. 1. From the Consumer tab, under CONSUMER SETUP, select Manage mobile access. Administrator Portal>Consumer>CONSUMER SETUP>Manage mobile access 2. Click the Reset Password link to reset the consumer's password. The Reset Password page displays. 3. Click the Disable Mobile Login button to prevent the consumer from logging into the iphone or Android apps until you have enabled the mobile login. A confirmation message displays, along with the Enable Mobile Login button: 2016 ALL RIGHTS RESERVED WEX Inc. 13

19 4. Partners can also Stop Text Alerts if the consumer entered their mobile number incorrectly or loses their phone. The consumer can turn on the alerts again via the Consumer Portal. Text alerts are disabled. Allowing Consumers to View/Upload Receipt Images On the Manage Administrative Settings page, in the Consumer Rules section, the following options must be set to allow consumers to view and upload receipt images and view account activity at the claim level via the mobile app ALL RIGHTS RESERVED WEX Inc. 14

20 Administrator Portal>Employer>EMPLOYER SETUP>Manage administrative settings Note: The administrator-level setting to allow consumers to view account activity must be set to Allow. If the option is set to Prevent, it cannot be configured at the employer level, and consumers will not be able to view claim level detail. Managing TTY/TTD Phone Numbers You can manage the display of phone numbers in the Inquiries section on the Manage Administrative Setting page. (Administrator > Employer > Employer Setup > Manage Administrative Settings) To customize the employer-level numbers You can customize the display of the TTY/TTD phone number in the Consumer Contact Information for Inquiries section on the Manage Administrative Settings page. (Administrator > Employer > Employer Setup > Manage Administrative Settings) 1. From the Contact Information for Consumers to Use for Inquiries section, click Customize. 2. Type or delete the information in the TTY/TTD Number field. 3. Click Submit ALL RIGHTS RESERVED WEX Inc. 15

21 Consumer Portal Settings Enabling the Mobile App When enabled, the Download Mobile App link appears in the Message Center on the consumer s Home page. Consumer Portal>HOME The Mobile Access page displays links to the ios, the Android applications, and a link to set up text alerts ALL RIGHTS RESERVED WEX Inc. 16

22 Consumer Portal>Profile>Mobile Access OR Consumer Portal > Tools & Support > How Do I? >Download Mobile App The consumer can also download the app from the itunes store or Google Play mobile store and directly log into their account when the Allow Consumers to change login information via 1Mobile (versions 4.1+) is checked at either the Administrative or Employer level. Update Notification Preferences Text Alerts Consumers are able to opt in to or out of text alerts from the Consumer Portal by clicking the Update Notification Preferences link from the Statements & Notifications tab. (Consumer Portal > Statements & Notifications > Notifications > Update Notifications Preferences) Consumer Portal>Statements & Notifications 2016 ALL RIGHTS RESERVED WEX Inc. 17

23 Consumer Portal > Statements & Notifications > Notifications > Update Notifications Preferences 1. On the Update Notification Preferences page in the Contact Information, enter the Mobile Number. 2. Select a Mobile Carrier from the dropdown list. The carrier is needed to determine the address used to send the SMS message. For example, the T- Mobile address would be <10digitnumber>@tmomail.net ALL RIGHTS RESERVED WEX Inc. 18

24 3. Select a Time Zone, which is used to determine the appropriate daytime hours to send the alerts. 4. In the Alert Options section, select the check boxes for the alerts you want to receive. 5. Click Submit. Note: The "Receipt Needed for Debit Card Transactions" text alert option does not display if the partner is not set up with the OneCard. A confirmation message displays, and a confirmation text message is sent to the consumer s mobile phone. Consumer Portal>NOTIFICATIONS>Notification Preferences Note: If a partner receives a call from someone receiving a text message in error, enter a Service Request for assistance to determine the consumer associated with the incorrect mobile number ALL RIGHTS RESERVED WEX Inc. 19

25 Using Mobile App Updating Mobile App If the mobile app is enabled, consumers can update the app when new versions become available. Consumers with an iphone, ipod touch, or ipad will receive a notification via the App Store on their device and via their itunes desktop app. Consumers with an Android device will receive a notification in the notification bar via the Google Play app on their device. The consumer accepts the update, the update is downloaded and installed, and new functionality is available. Logging In Consumers use the username and password stored in WEX Health Cloud to log into the mobile app. Additionally, the partner can opt to allow the PIN/Passcode mode for consumer convenience. Username/Password Mode In this mode, the username and password stored in WEX Health Cloud is entered to log into the app. If the partner opts to allow it, the consumer can choose to save the username to avoid re-entry when accessing the app. PIN/Passcode Mode If enabled, the consumer can use a secure four-digit PIN/Passcode to access the mobile app. When first time consumers open the app, they are prompted to enter their username and password and create a four-digit passcode. Subsequent access only requires the passcode ALL RIGHTS RESERVED WEX Inc. 20

26 Enter Username/Password. Enter PIN. Consumer must enter the Passcode twice. Tap to authenticate and then establish a PIN. Resetting Login Information for Expired Password If a consumer s password expires or is changed or reset, that consumer can use the Settings > Change Passcode > Reset Passcode link on the passcode entry screen, which allows them to re-enter the correct username and password and define a four-digit passcode. Note: The link is only available when the passcode entry screen is in a non-error state. If a consumer enters the passcode incorrectly, the link is replaced with an error message. Tap to Change Passcode. Tap to reset passcode ALL RIGHTS RESERVED WEX Inc. 21

27 Terms & Conditions, Privacy Policy You can require a user to agree to application terms and conditions before using the mobile app. Additionally, you can make available a Privacy Policy document when accepting the agreement. The agreement and privacy policy are also accessible (if available) via the Me > Documents screen. Terms of Use Privacy Policy Help Screen Scroll to View more Access to Agreement and Privacy Policy on Me > Documents Screen Viewing Account Details List items that are tappable always display in blue text (similar to web hyperlinks) ALL RIGHTS RESERVED WEX Inc. 22

28 Reimbursement Accounts Android ios This screen provides access to the same claims/transactions that are available on the Account Activity page of the Consumer Portal. Note: If the Account Activity page of the Consumer Portal is disabled in the Administrator Portal, claims and transactions will not display in the mobile app for reimbursement accounts. Health Savings Accounts 2016 ALL RIGHTS RESERVED WEX Inc. 23

29 Viewing Claim Details HSA Details Accounts>Account>Transaction>Transaction Details Scroll to view more. Filing Claims Tap to view details. If enabled, consumers can file claims and submit associated receipt images. The mobile app functionality aligns with the File by Account and File by Plan capabilities of the Consumer Portal and follows the same ordering rules for claim filing. Consumers may file by account when Online Claims Filing by Account is enabled for the employer. If Online Claims Filling By account is not enabled, or the consumer is using an older version of the mobile app, then File by Plan is applicable. Consumers can file claims against Dependent Care plans and Commuter plans from the mobile app using the File by Plan filing method if: o Consumers must have version 4.0 or greater of the mobile app. o Consumers must have an active Commuter plan or Dependent Care plan. Note: How claims are filed is determined by the Turn on Online Claim Filing by Account setting within the Consumer Rules section at the administrator level or employer level.. (Administrator Portal > Setup > Consumer 2016 ALL RIGHTS RESERVED WEX Inc. 24

30 Defaults > Manage Consumer Rules) or (Administrator Portal > Employer > Employer Setup > Manage Administrative Settings) Claim Filing Method File by Account File by Plan Turn on Online Claim Filing by Account setting Yes No Functionality for File by Plan on the Mobile App If a consumer has multiple plans to file against, the consumer can tap the File A Claim button and then choose from a list of existing plans. If a consumer has only one plan that can be filed against, the consumer must tap the File A Claim button and then o o Select a payee if Pay the Provider is enabled. Fill out the claim form if pay the provider is not enabled. Consumer Plan Selection Dependent Care Plan Requirement Note: If the consumer does not have a dependent set up, the app will display a message indicating that a dependent is needed in order to file a claim against the Dependent Care plan. Note: Commuter or Dependent Care claim forms will function the same as they do on the Consumer Portal ALL RIGHTS RESERVED WEX Inc. 25

31 Commuter Plan Claim Form Dependent Care Plan Claim Form Note: If you have set up the Dependent Care Receipt Form, a list item on the claim form will be displayed indicating that it is an acceptable receipt ALL RIGHTS RESERVED WEX Inc. 26

32 Tap to submit claim and receipt. Accounts>Account>New Claim Tap to initiate a new claim. Scroll to view more. Adding Receipts to Claims If the mobile app is enabled, consumers can add receipt images via their mobile devices for claims already submitted via the Consumer Portal. Message Center: Claims Requiring Receipts Screen: The Message Center Tab displays the number of claims requiring receipts, if applicable. This list does not display if there are no receipts required. This function is the same as the Action Required alert on the Consumer Portal HOME page. Tapping this list item displays the Claims Requiring Receipts screen. Android ios Message Center indicating 1 item needs attention. Message Center indicating 2 items need attention ALL RIGHTS RESERVED WEX Inc. 27

33 Claims Requiring Receipts Screen The Claims Requiring Receipts screen displays all claims requiring receipts. This function is the same as on the Consumer Portal HOME page, where it displays the claim Receipt Status (Required or Overdue) or one or more repayments in a Pending status. Tapping a claim requiring receipt list item displays the New Receipt screen. Android ios The following information is displayed: Claim Amount Date of Service Merchant/Provider (if Additional Detail on Consumer Notifications is enabled on the Administrator Portal) Recipient (if Additional Detail on Consumer Notifications is enabled on the Administrator Portal) Plan Name/Plan Year Name Claim Status Receipt Status Claim Details Screen: Receipts List A Receipts list on the Claim Details screen allows consumers to view receipts already submitted for a claim and add new receipts. The settings on the Administrator Portal determine whether consumers can upload and view receipt images. New Receipt If Allow Consumers to Upload Receipt Images is set to Allow (on the Manage Consumer Rules page, either for the employer or inherited from the Administrator Default) and the claim receipt status is Required or Overdue, a New Receipt list item displays. Tapping this list item displays the New Receipt screen ALL RIGHTS RESERVED WEX Inc. 28

34 View Receipts If Allow Consumers to View Receipt Images is set to Allow (on the Manage Consumer Rules page, either for the employer or inherited from the Administrator Default) and there are one or more receipts associated to the claim, they display in the list. Tapping a receipt list item allows the consumer to view the receipt image file. Android The receipt image file is temporarily downloaded to the device and, when fully downloaded, the app attempts to find another app to view it. The native Gallery app is capable of viewing JPG and GIF images, but PDF files may only be viewed if a compatible app is installed. ios The receipt image file is temporarily downloaded to the device and, when fully downloaded, it is displayed in the app. Only JPG and GIF images may be viewed; viewing PDF files is not supported in the ios app. Android ios Receipt Screen The Receipt screen activates the device s camera (if available) and allows a photo to be taken of a receipt and submitted. The first screen activates the camera and allows the picture to be taken. When taken, it is previewed on the second screen, where the consumer can submit it or opt to retake it. Note: If Allow consumer to add a receipt image from camera roll via 1Mobile (versions 4.6+) is enabled the consumer will be presented the options Camera or Photos. Selecting camera will bring the consumer to their camera and allow them to take a picture of the receipt. Selecting photos will bring up the consumer s gallery of previously taken pictures and allow them to select one ALL RIGHTS RESERVED WEX Inc. 29

35 Android ios Tap claim item to display New Receipt screen. Note: The screen differs from the Consumer Portal Home page for claims with method filed of Debit Card; the Consumer Portal does not display them until the date the claim was received, plus the number of days specified for the Generate First Reminder? setting on the Update Consumer Notifications page of the Administrator Portal. The mobile app does not have the additional delay. Tap to display New Receipt screen ALL RIGHTS RESERVED WEX Inc. 30

36 Tapping the Upload Receipt (Android) or Receipts (ios) link activates the device s camera (if the device has a camera) and allows a photo to be taken of a receipt and submitted. Android ios The first screen activates the camera and allows the picture to be taken. When taken, it is previewed on the second screen, where the consumer can Use or Retake it: Click Use to submit the receipt image. Submitting the receipt associates the receipt to the claim and makes it viewable on the mobile app or Consumer Portal, based on the administrator setting, Allow Consumers to View Receipt Images. Additionally, these receipts are included in the Image Publisher extracts, if a partner is using that solution ALL RIGHTS RESERVED WEX Inc. 31

37 Preview and Remove Receipt Images Consumers can preview and remove a receipt image before uploading it from the mobile app. By tapping Attached Receipt, the consumer has the option to view or remove the receipt. View/Remove options HSA Contributions and Distributions When a consumer has an HSA and either Allow HSA Distribution via 1Mobile (versions 4.3+) or the Allow HSA contribution via 1Mobile (versions 4.4+) is enabled, the consumer is presented with the following home screen: 2016 ALL RIGHTS RESERVED WEX Inc. 32

38 When the consumer clicks the HSA Transaction button, the From/To Screen displays the option to select either distribution or contribution. If only HSA distribution or only HSA contribution via the mobile app is enabled, then there is no toggle option. HSA Distribution When the consumer selects Distribution, the Create Transaction page displays. The consumer selects from the Pay From and Pay To dropdown menus. The Pay To dropdown menu includes all setup bank accounts, a Me (Check), any previously setup payees. You can allow or prevent consumers to add a payee via the mobile app. If enabled, the consumer will click the Next button to add a payee when requesting an HSA distribution. If there is a hold on the consumer s HSA Account, the mobile app displays a message to the consumer: You cannot distribute (withdraw) funds at this time ALL RIGHTS RESERVED WEX Inc. 33

39 After the consumer selects the Pay To, the mobile app displays a message to the consumer indicating: Based on your selection, you will be requesting a distribution (withdrawal) ALL RIGHTS RESERVED WEX Inc. 34

40 When the consumer clicks Next, an authentication question displays. These are the same security questions the consumer previously set up on the Consumer Portal. If consumers do not have a security question set up, they are redirected to the Consumer Portal. If the consumer correctly answers the security question, the Transaction Details page displays. The consumer enters the distribution information and clicks Next ALL RIGHTS RESERVED WEX Inc. 35

41 If the consumer attempts to distribute more funds than available, the mobile app prevents it and displays an error message ALL RIGHTS RESERVED WEX Inc. 36

42 After clicking Next, the HSA distribution disclaimer displays. This is the same display presented on the Consumer Portal. The consumer is required to view the entire content of the disclaimer in order to activate the Agree and Submit button. HSA Distribution Disclaimer Page Note: The mobile app now requires that consumers view the entire HSA Disclaimer and select a check box agreeing to the information and terms before submitting an HSA distribution transaction. Consumers can save the acceptance agreement text to their mobile devices Once the request is submitted, the home page displays with a confirmation that the distribution has successfully processed ALL RIGHTS RESERVED WEX Inc. 37

43 HSA Contribution When the consumer selects Contribution, the Create Transaction For Your HSA page displays. The From dropdown menu displays the consumer s active bank accounts. If the consumer only has one bank account, the mobile app automatically selects that account by default. After the bank account is selected, the mobile app displays a message to the consumer indicating: Based on your selections, you will be requesting a contribution (deposit) ALL RIGHTS RESERVED WEX Inc. 38

44 If a consumer does not have an active bank account, the mobile app displays a message to the consumer: Please visit the Benefits Portal to setup a bank account ALL RIGHTS RESERVED WEX Inc. 39

45 If there is a hold on the consumer HSA Account, the mobile app displays a message to the consumer: You cannot contribute (deposit) funds at this time. After the consumer clicks Next on the From/To Screen, the HSA Contribution form displays ALL RIGHTS RESERVED WEX Inc. 40

46 If the date is between January 1 and the tax filing date, there is a dropdown for the consumer to select the tax year. If the consumer attempts to contribute funds over the IRS maximum, the mobile app prevents it and displays an error message ALL RIGHTS RESERVED WEX Inc. 41

47 After clicking Next, the HSA Contribution Disclaimer displays. This is the same disclaimer that is presented on the Consumer Portal. HSA Contribution Disclaimer Page 2016 ALL RIGHTS RESERVED WEX Inc. 42

48 The mobile app now requires that consumers view the entire HSA Disclaimer and select a check box agreeing to the information and terms before submitting an HSA contribution transaction. Consumers can save the acceptance agreement text to their mobile devices Once the request is submitted, the home page displays with a confirmation that the contribution has successfully processed. Getting Help When the consumer is logged into the mobile app, the Contact Us screen displays contact information based on administrator and employer settings; when not logged in, the default phone number and address will continue to be used. Android ios 2016 ALL RIGHTS RESERVED WEX Inc. 43

49 2016 ALL RIGHTS RESERVED WEX Inc. 44