HealthEquity

Place, Modify, or Cancel an Order on Behalf of a Member

Updated

Benefit administrators can place, modify, or cancel Commuter orders on behalf of members directly in the member’s portal.

This feature only applies to a member whose Commuter Account falls under the Commuter Order Model (COM), Commuter Account Model (CAM), or Commuter Express Model (CX).

To use this feature:

  • This ability must first be activated through your service contact.

  • The member’s profile must be completed in full, including the optional fields of phone number and email address.

Note: Once the feature is activated, the member should be set to ‘Commuter Eligible – Y’ in the Employer Portal.

Place, modify, or cancel a commuter order:

Once the member’s profile is completed, a ‘Single Sign-On’ link will populate in the member’s profile. From here:

  • Click the ‘Place, Modify, or Cancel a Commuter Order’ link which will open the Member Portal.

  • To place a commuter order, select ‘Place Commuter Order’ and follow the prompts to complete the order.

  • For existing orders, select ‘Modify or Cancel Order and follow the prompts to complete the updates on behalf of the member.