Online member portal
You’ll also receive personalized email and text messages with helpful information about your health and insurance. If you need to make changes to your account or request an adjustment, you can do so using the member portal. And if you have questions about your account, you can call us at 800-926-0204.
If you have an account with Heal the Equity, you can log in with your email address and password.
Home page dashboard
Dashboard widgets
Intuitive navigation
We know how frustrating it can be when you are trying to find an article or information on our website, and it’s not there. Our new member portal is a user-friendly interface that allows you to manage your account easily. You can access the member portal by going to our website‘s “My Account” section.
Responsive web design
Mobile responsive design allows your site to be displayed correctly on mobile devices. It’s not just a trend anymore, it’s a necessity.
Account summary
From the ‘My Account tab, you can review your account balance. Occasionally, pending contributions or distributions might cause a difference between the ‘Ledger Balance and ‘Available Balance’. Always refer to the ‘Available Balance for the most accurate account balance.
Profile
When you log in to your ‘Profile’, you will see a link that says ‘Profile Settings’ on the right side of the screen. Clicking on this link will take you to the ‘Profile Settings’ page. You will see a box titled ‘Banking Information’ on the left side of the page.
HSA
The HSA has become one of the most popular retirement savings plans in the United States. If you are not familiar with the HSA, it is a health savings account that allows individuals to set aside money for future medical expenses. This money is not taxed when it is used for medical care, and if you have an HSA with your employer, you can contribute to it up to $3,050 for yourself or $6,150 for your family each year.
Investments
The ‘Investment page is a user-friendly platform that allows you to build a portfolio and manage your investments with the click of a mouse. For more information, view our guide on investing.
Add individuals
To add a new beneficiary, select Add Individuals from the dropdown menu. From here, you can search for people using a variety of criteria, including their names, email addresses, and phone number. After selecting the person you wish to add, you can provide an additional note about the individual.
If you have multiple beneficiaries on your account, you need to authorize them individually. Call member services to get started.
Insurance information
Insurance is important because if you get sick, you want to know you have coverage. That’s why it’s important to check your policy every year and make sure it’s up to date. It’s also important to find out about any discounts you may qualify for.
Claims & payments
Your healthcare team, including your doctor, pharmacy, and health plan, work together to provide you with quality care. You can expect them to work in coordination with each other to make sure that all aspects of your care are covered.
This is a summary of services provided and how much each service will cost. This information can help you determine if you need more or fewer services than your insurance company has covered.
Claims marked as ‘Private’
You can make your claims private. It means that only you can view your claims information.
Instructions
There are many reasons to keep track of your medical documentation. For example, if you have health insurance coverage with an HMO, you may need to submit a claim with your provider’s office. If you have a medical condition, you may need to provide proof of this at any given time. Also, if you are self-employed, you may be required to submit proof of your income each year.
If you work digitally, then you are already aware of the importance of digital records. However, you may not know that even when working on paper, you should still keep a copy of your work on hand. Creating art on paper makes it easy to lose or destroy your original work. By having a backup, you can ensure you have all your original work and also be able to easily recover from a computer crash.
Docs & forms
Your Account Documents and Forms tab can be accessed by clicking on the Docs & Forms tab in the top navigation bar. You can also access all account documents and forms from your Personal Member Portal. For a complete list of forms available, please visit our Help Center.