Registering new individuals within Health Wallet Manager is pretty simple. You can enter the member's info yourself (best for individuals) or upload member data with a spreadsheet (best for groups). After they're added, you can then enroll them in their benefits.
Language Note
A member is an individual registered in benefits through the Health Wallet Manager. You may also know members as employees, participants, or consumers.
How to add members to an organization
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Members.
Select Add Member.
Select your preferred method:
Manually Add A Member
Upload Spreadsheet
Provide needed member information via in-app fields or census spreadsheet.
5. Select Add Member (manual) or Upload (spreadsheet).
Boom! Member(s) is added.
Manually adding members
If you need to add just one or a few individuals, you can skip the song and dance of spreadsheets by entering the member info manually. This two-step process is simple and painless.
Uploading spreadsheets
If you like a streamlined workflow or need to add several new members, leverage our spreadsheet option to save yourself time. We've provided a template for a census spreadsheet that you can download from the Health Wallet Manager.
Data Guidelines
We recommend downloading the template to ensure formatting accuracy. Leverage the guidelines provided by its Census Guide tab to ensure the Health Wallet Manager accepts your spreadsheet's data.