Working with ConnectYourCare: Implementation Process and Timeline Overview

Working with ConnectYourCare:
Implementation Process and Timeline Overview

We know that historically, implementing a new benefit at your organization can be a little bit of a pain. (Okay, we hear you: sometimes it’s downright frustrating). But at ConnectYourCare, we pride ourselves on having one of the most seamless implementation processes in the business—marked with high satisfaction rates.

Not surprisingly, we get a lot of questions about this process from employers, partners, and benefits brokers when their organizations are considering working with us. That’s why we created this sample implementation timeline for companies considering ConnectYourCare as the administrator of health savings account (HSA), flexible spending account (FSA), and health reimbursement account (HRA) solutions, as well as tax-friendly commuter and lifestyle benefit accounts.

A Glimpse Inside

This illustrative implementation timeline gives a high-level overview of the implementation and onboarding processes for the accounts outlined above. The range of steps outlined in this document apply primarily to large-market employers, but aspects of it also apply to small-to-medium-sized businesses as well.

Inside, you’ll find:

A clear view of the process—from initial project management and configuration, down to call center training on the specifics of your organization’s solution
A timeline for each phase of the process, from communications to sending out payment cards
What ConnectYourCare teams will have your back throughout the process
What happens after you “go live” with your solution

Things to Keep in Mind

We know that no two clients are alike and every client has specific needs, which means implementation processes can vary as well. Remember that simple set ups can take as short as a few weeks, while other processes may take longer. Whether you want to be involved every step of the way—or leave most of it in the hands of your ConnectYourCare team (you are busy after all)—rest assured that we’re here to ensure everything goes as smoothly as possible.