The app provides real-time access to health benefit account information, allowing users to check balances, view charts, and manage claims. It offers features for filing claims, submitting receipts, and managing HSA transactions.
View account balances and transaction histories. Access check images. Transfer money between accounts and make loan payments. Pay bills and view receivables. Set up alerts and manage account settings remotely.
Create and manage appointments using a drag-and-drop calendar. Sync with Apple Watch for event visibility. Customize booking options and set payment methods. Track client interactions and send reminders. Export and share client data securely.