My Benefits Accounts

My Benefits Accounts



Free

24.03.00for iPhone, iPad and more
5.1
71 Ratings
Plansource
Developer
20 MB
Size
Mar 19, 2024
Update Date
Finance
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
My Benefits Accounts Screenshots
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About My Benefits Accounts

My Benefits Accounts is a mobile app from PlanSource that will allow you to manage your account(s) with ease and convenience. This app shares user authentication with the PlanSource Participant Portal, so as long as you are a registered user with the PlanSource Participant Portal you will be able to download the My Benefits Accounts app and log in to immediately gain mobile access.

Benefits of the My Benefits Accounts app:
• View your balance anytime
• Take a picture of a receipt and upload it to substantiate a purchase
• Set up customizable alerts
• Look at your transaction history
• Receive help from PlanSource

Security Details:
• No personal information pertaining to your account(s) will be stored on your device
• Picture, Passphrase, device recognition and challenge questions are used for user authentication
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What's New in the Latest Version 24.03.00

Last updated on Mar 19, 2024
Old Versions
• Ability to mark a transaction as Ineligible.
• Ability to dismiss opportunities.
• Registration sessions now seamlessly persist through network disruptions, ensuring uninterrupted registration process.
• Various usability Improvements and bug fixes.
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Version History
24.03.00
Mar 19, 2024
• Ability to mark a transaction as Ineligible.
• Ability to dismiss opportunities.
• Registration sessions now seamlessly persist through network disruptions, ensuring uninterrupted registration process.
• Various usability Improvements and bug fixes.
23.11.00
Nov 23, 2023
* Ability to view status of online repayments.
* Support for rotation and preview of receipts/attachments
* Support landscape mode when viewing documents
* Support Forms and Documents 
* Various usability Improvements.
23.08.00
Aug 14, 2023
• Enable OTP authentication for participant registration. 
• View HSA plan status on Accounts page. 
• Ability to Transfers HSA funds to Devenir Investment. 
• Various usability Improvements.
23.04.01
Apr 13, 2023
• Ability to self-unlock an account
• Ability to access HSA Tax Forms & Statements
• Improved Participant guidance for username character length
• Improved multiple accounts display
• Enhanced UI on Medicare and Lifestyle account screen
• New Beneficiary screens
• Application Version update
• Various usability Improvements
22.11.02
Jan 3, 2023
•    Ability to access FSA/HSA store from home screen.
•    View quarterly/monthly spending details in Account screen.
•    View check cleared date on claims transaction.
•    Various Usability Improvements.
22.11.01
Dec 2, 2022
• Ability to access FSA/HSA store from home screen.
• View quarterly/monthly spending details in Account screen
• View check cleared date on claims transaction.
• Various Usability Improvements.
22.11.00
Nov 15, 2022
• Ability to access FSA/HSA store from home screen. 
• View quarterly/monthly spending details in Account screen 
• View check cleared date on claims transaction. 
• Various Usability Improvements. 
22.08.02
Sep 16, 2022
* Ability to unmark a claim as paid in account activity
* View IRS Reporting category on bill pay transactions
* Update Mobile phone number from Profile
* Various Usability Improvements
22.05.00
May 28, 2022
• Ability to Change Password from Profile Screen
• Addition of Completed HSA Bill Pays to Account Activity
• Various Usability Improvements
22.03.00
Apr 9, 2022
• Update to Allow Prior Year HSA Contributions Until Tax Deadline
• Ability to View Activity for Historical HSA Accounts
• Ability to Delete User Credentials
• Various Usability and Security Improvements
21.0.0
Dec 18, 2021
• New and Simplified Expense Submission Flow
• Update to Registration Verbiage
• Addition of Claim Adjudication Details
• Ability to Mark Multiple Expenses as Paid
• Various Usability Improvements
19.0.1
Nov 6, 2021
• Security Update
19.0.0
Aug 15, 2021
• Enhanced Account Screen Navigation
• Updated Account and Activity Detail Screens
• Find Care Improvements for Eligible Accounts
• Integration with TPA Stream for Eligible Accounts
• Various Usability Improvements
17.0.0
Mar 24, 2021
• Health care claims imported by administrators can now be paid with just a few clicks
• Improved reimbursement selection on HSA Bill Pays
• Various usability improvements
15.0.1
Oct 25, 2020
• Minor Updates
15.0.0
Sep 27, 2020
• Improved Claim and Bill Pay submission process
• New Scheduled Payments screen
• Improved screens for users with HSA Investments
• Various usability improvements
14.0.2
Jul 2, 2020
- Minor bug fixes
14.0.1
Jun 13, 2020
- minor bug fixes
14.0
May 24, 2020
- Simplified registration
- Guided onboarding experience
- Modern, native mobile interface
- Improved interface for CDH self-service tasks (view balance and history, submit claims, upload receipts, and more)
- Data-driven saving and spending decision-making tools
- Cost and quality insights that allow users to search for procedures and providers
- Virtual medicine cabinet for managing monthly drug costs
- Long-term savings recommendations based on the most common chronic conditions
12.0
Nov 25, 2019
· Direct Deposit Multi-Factor Authentication Improvements
· Add the ability to display a Plan Description
· Improvements to the display of deductible status
· Change dependent type 'Unknown' to 'Other'
· Improved display of plans during their run-out period
· Hide $0.00 values on account details to clean up the display
· Improvements to the issuing and replacement debit card processes
· Fixed an issue where in certain cases the provider name would overwrite the service description
11.5
Aug 7, 2019
· Time increase while switching between apps before forced logout
· Added support for Eligible Expense List by plan type
· Alerts and messages combined into one menu item
· HSA bill pay - pay me
· Update dynamic customer care contact information
· Adding dependents - default benefit accounts to ‘yes’
· Bank account information masked on ‘reimbursement preferences’ page
· Dependent ID to auto-populate when adding a new dependent
· Updates to the Emma voice integration engine and responses
· Fixed an issue where logging with a saved username would fail for some users
8.1
Apr 18, 2019
· Ability to activate your debit card
· If enabled by the admin, additional security for your direct deposit account information
· Easier access to add a dependent to your account
· If enabled by the admin, ability to allow a provider to validate your claim with their e-Signature
· Enhancements to the registration process to make it easier to complete registration
· Add the ability to display Employer/Division specific customer care contact information
· Updates to the transactions display
· Additional security features
· Improvements to the user interface
7.0
Sep 6, 2018
We’ve made our app even better with several exciting enhancements that will improve your experience, including:

· All new home page layout, showing you the most important information on your account first.
· Added the ability to scan product barcodes to instantly determine product eligibility of thousands of over-the-counter (OTC) products, taking the guess work out off shopping at the local pharmacy and getting the most out of your benefit plans.
· Created a new transactions page where you can view all transactions across your accounts in one convenient location.
· Added the ability to upload and attach receipts from the transactions page.
· Updated the transactions and claims logic to create a more cohesive user experience.
· Allow further claims classifications with Service Category Tiers
· Integration with the FSA Store® and the HSA Store® to empower participants to leverage their healthcare dollars.
· Integration with GoodBuyRx to help participants save up to 75% on prescriptions.
· In addition to resolving some nagging issues, we’ve also added several usability enhancements to the application.
6.0.2
Jul 10, 2017
We’ve made our app even better by adding even more self service tools to make your experience even better:

· Forgot your username? Look it up right from the app!
· Register your mobile phone to receive text messages and never miss an important account notification!
· If your administrator allows it, you can add dependents to your account, issue them cards and more!
· View all of your administrator’s FAQs and Announcements
· Squished some bugs to make your experience better

Introducing “Emma”, our integrated voice response bot! From inside the app, just ask Emma what your balance is or what your recent transactions are and she will speak back to you with your account details.
6.0
Jun 14, 2017
We’ve made our app even better by adding even more self service tools to make your experience even better:

· Forgot your username? Look it up right from the app!
· Register your mobile phone to receive text messages and never miss an important account notification!
· If your administrator allows it, you can add dependents to your account, issue them cards and more!
· View all of your administrator’s FAQs and Announcements
· Squished some bugs to make your experience better

Introducing “Emma”, our integrated voice response bot! From inside the app, just ask Emma what your balance is or what your recent transactions are and she will speak back to you with your account details.

My Benefits Accounts FAQ

Click here to learn how to download My Benefits Accounts in restricted country or region.
Check the following list to see the minimum requirements of My Benefits Accounts.
iPhone
Requires iOS 15.0 or later.
iPad
Requires iPadOS 15.0 or later.
iPod touch
Requires iOS 15.0 or later.
My Benefits Accounts supports English, French, Spanish

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