Colleen Ceyssens's dashboard

Hi Colleen,

First of all, thanks for posting your question. You are right to assume that a pre-tax account includes the HSA functionality. Here are the steps you want to follow:

1) Add your HSA into the system by clicking "Add Pre-Tax Account" in the right hand sidebar. All you will be asked for at this point is a name.

2) Once you have added the HSA you will be shown a screen with the option to "Add New Period" for the account. Think of this as a time-frame in which you have to meet your deductible before being reimbursed (usually one year).

3) Fill out the begin and end date.

4) In the estimated savings field you want to put the amount you have to spend in order to meet your deductible (regardless of whether all that money is in the account at the time)

5) Then, every time you make a payment from your HSA, when you add the payment in MedBillManager you want to make sure and select the Pre-Tax Account you setup. You can check how close you are to meeting your deductible, see a list of payments made, etc. by clicking on the HSA name under Pre-Tax Accounts in the right hand sidebar and then clicking "View Payments.'

I hope that clears things up for you, let me know if you need more clarification.