HealthEquity delivers the integrated solutions
you need to simplify benefits and truly impact people’s lives.
Client Integration Solutions (CIS) is an operational delivery team that interacts closely with other cross-functional areas within HealthEquity to guide employers and partners through all facets of the onboarding experience.
We are responsible for managing implementations for new and existing clients/partnerships, and platform migrations. CIS delivers a collaborative solution supported by multiple integration points to maximize efficiencies for those with whom we work.
Right away, you will work with a designated Implementation Manager to help guide you through the entire process. We’ll help configure plan requirements, establish file and reporting protocols, develop a communication plan and manage go-live.
The Implementation Manager (IM) is one of the first to engage the client and is responsible for ensuring a positive experience and effectively communicating HealthEquity products and services. We gather client information, manage expectations, provide clear timelines for deliverables, and coordinate with the various teams and vendors through the duration of the project.
The IM is responsible for the strategic organization of all deliverables and will develop a project plan related to implementation, communication, education, and integrations.
The Technical Integration Manager (TIM) works closely with the client and vendor to coordinate the development and validation of all integration files. An Implementation Manager (IM) would also be involved if there are new products involved in the integration.
The TIM will manage the setup of client and partner data exchanges, develop and execute test plans and manage technical implementation documentation.
The Client Success team is the primary point of contact for assigned client accounts. They are responsible for building trust and rapport with our valued clients. They support day-to-day operational functions. The Account Manager’s goal is to help clients understand all products offered to the employees and provide ongoing service support. All client related items are addressed and handled by the Account Manager.
HealthEquity provides a streamlined implementation process with flexibility to meet the needs of each plan. Our powerful technology and experienced implementation teams work with you to ensure a smooth launch with these five easy phases:
Let’s get together! During the kickoff and discovery phase, both organizations will align on the project scope and expectations.
Your Implementation Manager will reach out to schedule the implementation kickoff call. Please be sure to invite the key stakeholders from your teams, too!
During this discussion, we will:
Please take a few moments prior to the initial meeting to review the implementation phases, responsibilities, and important milestones included in this guide.
Next, we’ll build a solution that meets your needs, based on the information provided during the Kickoff and Discovery phase.
We will review data requirements, determine the information required for your plans, and discuss how the data will be shared. Options may include:
We will ensure that your plans are ready to go live by:
Congratulations! We’re Live! Members can access their benefits and set up their online account. You will receive a survey to provide feedback on your implementation experience; we welcome your participation.
For additional details please reference the HealthEquity Implementation Guide.
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