My Plans by CBIZ for Android

My Plans by CBIZ

My Plans by CBIZ is a free Android app that allows users to conveniently manage their HSA, HRA, and FSA health benefit accounts. With this app, users can easily check their balances and access important account information in real-time.

The app provides a simple and secure login process, allowing users to use their existing health benefits website username and password. This ensures that no sensitive account information is ever stored on the user's mobile device, providing peace of mind.

One of the key features of My Plans is its ability to connect users with the details of their health benefit accounts. Users can quickly check their available balances at any time, view charts summarizing their account(s), and easily identify claims that require receipts. Additionally, the app provides a convenient click-to-call or email Customer Service feature for any inquiries or assistance needed.

For users looking for time-saving options, My Plans offers several features that can streamline their health benefit management. Users can file a claim towards their medical FSA and HRA, take or upload a picture of a receipt for a new or existing claim, view, contribute, and distribute HSA transactions, and even pay bills from any account and add a payee. The app also includes a Dashboard where users can enter medical expense information and supporting documentation, retrieve forgotten usernames or passwords, and report a lost or stolen debit card.

Overall, My Plans by CBIZ is a powerful and user-friendly app that simplifies the management of health benefit accounts. Its intuitive interface and convenient features make it a valuable tool for anyone looking to save time and hassle while staying on top of their health benefits.