Options Blue HSA

Options Blue is the consumer-directed health plan that helps you manage costs, while giving your employees the tools and information they need to take charge of their health – and their health care.

Use these materials to deliver key messages throughout the year to help employees embrace this new approach to health care benefits.

Implementation

Communication plan overview (MS Word) — Plan to deliver key messages throughout the year to help employees understand and embrace Options Blue. Use this sample communication plan to guide your own planning.

Communications checklist (MS Word) — This checklist helps you implement and track your plan.

Timeline at a glance (MS Word) — A sample timeline for delivering messages.

Tips for success (MS Word) — Communications tips and strategies to help ensure success.

Quiz: Are your employees ready for Options Blue? (PDF) — Answer these questions to help you prepare your employees for a different kind of health plan.

Materials to introduce employees to HSAs

Article - Options Blue HSA: A new kind of health plan (MS Word) — Introduce employees to Options Blue.

Article - Top 10 benefits of your Options Blue HSA (MS Word) — Tell employees the benefits of Options Blue.

Article - Little known facts about Options Blue HSA (MS Word) — Another option for explaining the benefits of Options Blue.

Article - Smart choices: Small changes can help you save big (MS Word) — Suggestions for keeping costs down.

Handout - Five things employees should know about Options Blue (MS Word) — Another option for explaining the benefits of Options Blue.

Letter to employees about Options Blue (MS Word) — Introduces Options Blue to employees a few weeks before they can enroll.

Letter to managers about Options Blue (MS Word) — Introduces managers to Options Blue and its benefits to employees.

Website: Consumer-directed health plans — Helps employees understand consumer-directed plans and their advantages with examples, calculators and quizzes.

Materials to help employees enroll

Open enrollment meeting notice (MS Word) — Hold a meeting to explain Options Blue to employees and give them enrollment materials.

E-mail - Open enrollment meeting reminder (MS Word) — Hold a meeting to explain Options Blue to employees and give them enrollment materials.

Enrollment meeting presentation for HSA (MS PowerPoint) — Customizable presentation for your open enrollment meeting

Welcome letter (MS Word) — Hand this out at your open enrollment meeting.

Benefits summary (MS Word) — Hand this out at your open enrollment meeting.

Enrollment checklist (MS Word) — Hand this out at your open enrollment meeting.

Article - Bridging the gap for HSA claims payments (MS Word) — Hand this out at your open enrollment meeting.

HSA enrollment guide (PDF) — Also available in printed versions – order from your account representative.

Information for employees already enrolled

HSA Q&A (MS Word) — Give this to employees after they enroll.

HSA reference guide (PDF) — Ask your account representative for printed copies of this helpful guide.

HSA Quiz (MS Word) — Encourage employees to learn how their HSA works by offering a prize to those who get the most answers correct.

Looking for an HSA form? (MS Word) — List of forms employees may need to be familiar with.

Maximize your tax benefits with your HSA (MS Word) — Explains the tax advantages of HSAs.

Claims tips e-mail – Sign up for crossover (MS Word) — Use this article as one in a series of tips on how to submit claims and get reimbursed faster.

Claims tips e-mail – Keep forms clean and clear (MS Word) — Use this article as one in a series of tips on how to submit claims and get reimbursed faster.