Document Library

Welcome to the Document Library

The Document Library features tools and resources to support Promise Health Plan's benefit plan solution. Use the built-in search functions to navigate our library of materials.

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HRA - FSA - HSA

Member Spending Accounts Mobile App Quickstart Guide

Member Spending Accounts Mobile App Quickstart Guide

Form #LH-1545-PHP

Audience: Members

Format: Flyer

Share with members as an introduction to the FSA/HRA mobile app; walks them through using the app for the first time.

Updated: 4/24

Benefits Spending Account Enrollment Guide Brochure

Benefits Spending Account Enrollment Guide Brochure

Form #LH-203

Audience: Members

Format: Brochure

Share with members as a guide to help them enroll in their flexible spending account benefits.

Updated: 4/24

Members FSA-HRA FAQ (with FSA/HRA benefit card) Flyer

Members FSA-HRA FAQ (with FSA/HRA benefit card) Flyer

Form #LH-1677-PHP

Audience: Members

Format: Flyer

Share with members to answer common questions that come up about their FSA and how to use their card.

Updated: 4/24

Claim Form: Health Reimbursement Account Reimbursement Form

Claim Form: Health Reimbursement Account Reimbursement Form

Form #LH-2056-PHP

Audience: Members

Format: Form

Share with members requesting reimbursement from health reimbursement accounts.

Updated: 4/24

Claim Form: FSA Reimbursement Form

Claim Form: FSA Reimbursement Form

Form #LH-2059-PHP

Audience: Members

Format: Form

Share with members requesting reimbursement from FSAs.

Updated: 4/24

Benefit Spending Accounts Consumer Portal QuickStart Guide

Benefit Spending Accounts Consumer Portal QuickStart Guide

Form #LH-1269-PHP

Audience: Members

Format: Brochure

Share with members as a guide to accessing their online Portal to submit claims, view account balances, download plan information, upload receipts, track expenses and more.

Updated: 3/24

Eligible/Ineligible Expenses

Eligible/Ineligible Expenses

Form #LH-389

Audience: Members

Format: Brochure

Share with members to give members a broad overview of what they can and cannot pay for using funds in their FSA.

Updated: 3/24

Employer Portal Quickstart Guide

Employer Portal Quickstart Guide

Form #LH-1268

Audience: Brokers

Format: Brochure

Share with employers and brokers as an overview of the portal.

Updated: 3/24

Commuter Benefits (FSA/HRA benefit card)

Commuter Benefits (FSA/HRA benefit card)

Form #LH-1672

Audience: Members

Format: Flyer

Share with members to show how to use FSA/HRA benefit card to pay for commuter expenses.

Updated: 3/24

Commuter Benefits FSA Reimbursement Form

Commuter Benefits FSA Reimbursement Form

Form #LH-2057-PHP

Audience: Employers/Clients

Format: Form

Share with clients for employees requesting reimbursement from commuter benefits FSAs.

Updated: 3/24

FSA Direct Deposit Form

FSA Direct Deposit Form

Form #LH-2058-PHP

Audience: Employers/Clients

Format: Form

Share with clients for employees requesting direct deposit to FSAs.

Updated: 3/24

Annualized Dependent Care Reimbursement Form

Annualized Dependent Care Reimbursement Form

Form #LH-2055-PHP

Audience: Employers/Clients

Format: Form

Share with clients for employees requesting reimbursement from dependent care accounts.

Updated: 3/24

Members

Knowing Where to go for Care Member Flyer

Knowing Where to go for Care Member Flyer

Form #R450-1495_PHP

Audience: Members

Format: Flyer

Provide members with this flyer to help educate them about the appropriate location to receive care–their doctor's office, an urgent care facility, or the ER.

Updated: 9/25

Shop for Care and Save Money (Healthcare Bluebook Member Flyer)

Shop for Care and Save Money (Healthcare Bluebook Member Flyer)

Form #LH-3151-PHP

Audience: Members

Format: Flyer

Share with members to show them how to shop for care and save money with Healthcare Bluebook.

Updated: 9/24

Individual Case Management Member Flyer

Individual Case Management Member Flyer

Form #R006-32_PHP

Audience: Members

Format: Flyer

Share with members to educate them on how case management can help them.

Updated: 7/24

Promise Health Plan Medical Claims Form

Promise Health Plan Medical Claims Form

Form #N/A

Audience: Employers/Clients

Format: Form

Share with clients who need to complete a medical claim.

Updated: 4/24

ID Card Carrier

ID Card Carrier

Form #LH-1129-PHP

Audience: Members

Format: Flyer

Sent to members with their ID cards attached.

Updated: 4/24

myPromiseHealthPlan.com Member User Guide

myPromiseHealthPlan.com Member User Guide

Form #LH-2200-PHP

Audience: Members

Format: Brochure

Step-by-step overview of the myPromiseHealthPlan.com member portal.

Updated: 4/24

Promise Health Paper Enrollment Form

Promise Health Paper Enrollment Form

Form #N/A

Audience: Members

Format: Form

Share with members to initiate the enrollment process.

Updated: 4/24

Access Your ID Card Online Member Flyer

Access Your ID Card Online Member Flyer

Form #LH-2455-PHP

Audience: Members

Format: Flyer

Share with members to promote accessing their ID card digitally via the portal or mobile app.

Updated: 4/24

Member Mobile App Flyer

Member Mobile App Flyer

Form #LH-1162-PHP

Audience: Members

Format: Flyer

Share with members to inform them about the capabilities of Promise Health Plan's mobile app and encourage them to download.

Updated: 4/24

A Member's Guide To Registering on myPromiseHealthPlan.com

A Member's Guide To Registering on myPromiseHealthPlan.com

Form #LH-714-PHP

Audience: Members

Format: Brochure

Share with members to walk them through how to register for the portal.

Updated: 4/24

New Member Welcome Letter (CVS)

New Member Welcome Letter (CVS)

Form #LH-1191-PHP

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the CVS ID card + contact info.

Updated: 4/24

New Member Welcome Letter (ESI + PHCS)

New Member Welcome Letter (ESI + PHCS)

Form #LH-1191-PHP-ESI-PHCS

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the ESI/PHCS ID card + contact info.

Updated: 4/24

New Member Welcome Letter (ESI)

New Member Welcome Letter (ESI)

Form #LH-1191-PHP-ESI

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the ESI ID card + contact info.

Updated: 4/24

New Member Welcome Letter (CVS + PHCS)

New Member Welcome Letter (CVS + PHCS)

Form #LH-1191-PHP-CVS-PHCS

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the CVS/PHCS ID card + contact info.

Updated: 4/24

New Member Welcome Letter (Optum)

New Member Welcome Letter (Optum)

Form #LH-1191-PHP-OPTUM

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the Optum ID card + contact info.

Updated: 4/24

New Member Welcome Letter (Liviniti + PHCS)

New Member Welcome Letter (Liviniti + PHCS)

Form #LH-1191-PHP-Liviniti-PHCS

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the Liviniti/PHCS ID card + contact info.

Updated: 4/24

New Member Welcome Letter (Liviniti)

New Member Welcome Letter (Liviniti)

Form #LH-1191-PHP-Liviniti

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the Liviniti ID card + contact info.

Updated: 4/24

New Member Welcome Letter (Optum + PHCS)

New Member Welcome Letter (Optum + PHCS)

Form #LH-1191-PHP-OPTUM-PHCS

Audience: Members

Format: Flyer

Provide members with this welcome letter to introduce them to Promise Health Plan and provide answers on key FAQs. This version includes the Optum/PHCS ID card + contact info.

Updated: 4/24

Member Welcome Journey

Member Welcome Journey

Form #N/A

Audience: Members

Format: Excel/PowerPoint/Word

Visual walk through of the member welcome journey experience and logic.

Updated: 4/24

Transition of Care/Continuity of Care Member Flyer

Transition of Care/Continuity of Care Member Flyer

Form #LH-2942-PHP

Audience: Members

Format: Flyer

Gives employers and members an overview of transition of care process; to be paired with transition of care form.

Updated: 3/24

Sample EOB

Sample EOB

Form #N/A

Audience: Members

Format: Flyer

Sent to members to show their claims and what their benefits paid.

Updated: 1/24

Pre-certification Member Flyer

Pre-certification Member Flyer

Form #R450-2498_PHP

Audience: Members

Format: Flyer

Provide members with this flyer to answer FAQs about pre-certification, including what it is and why it's important.

Updated: 12/23

Member Portal Overview Flyer

Member Portal Overview Flyer

Form #LH-1218_PHP

Audience: Members

Format: Flyer

Share with members to give them an overview of the portal, including opting in for electronic communications.

Updated: 12/23

Frequently Asked Questions - Members

Frequently Asked Questions - Members

Form #LH-3089-PHP

Audience: Members

Format: Flyer

Share with members to answer frequently asked questions.

Updated: 12/23

Case Management Member Flyer

Case Management Member Flyer

Form #R450-2974_PHP

Audience: Members

Format: Flyer

Share with members to educate them on how case management can help them.

Updated: 10/23

Three Reasons to Schedule Your Annual Exam Member Flyer

Three Reasons to Schedule Your Annual Exam Member Flyer

Form #R450-2645_PHP

Audience: Members

Format: Flyer

Provide members with this flyer to stress the importance of regularly visiting their primary care provider.

Updated: 10/23

Member EOB Flyer

Member EOB Flyer

Form #R006-178_PHP

Audience: Members

Format: Flyer

Provide to members to help them understand their EOBs.

Updated: 10/23

Is it in-network? Member Flyer

Is it in-network? Member Flyer

Form #R450-1883_PHP

Audience: Members

Format: Flyer

Provide members with this flyer to help empower them to work with their doctor to find in-network care for lab work and planned surgeries.

Updated: 10/23

Sales Materials

Portal Eligibility Submission Tutorial Flyer

Portal Eligibility Submission Tutorial Flyer

Form #LH-3227-PHP

Audience: Brokers

Format: Flyer

Share with brokers and clients to walk them through how to submit eligibility updates via the portal.

Updated: 5/24

Client / Broker Portal User Guide

Client / Broker Portal User Guide

Form #LH-2199-PHP

Audience: Brokers, Employers/Clients

Format: Brochure

Clients and Brokers can refer to this tutorial guide to learn about the capabilities of Promise Health Plan's portal and how to navigate it.

Updated: 1/24

New Client Finance Document (ASO)

New Client Finance Document (ASO)

Form #N/A

Audience: Internal, Brokers

Format: Flyer

This form outlines the workflow and information needed to set up financial interactions between Promise Health Plan and its clients.

Updated: 1/24

New Client Finance Document (Level-Funded)

New Client Finance Document (Level-Funded)

Form #N/A

Audience: Internal, Brokers

Format: Flyer

This form outlines the workflow and information needed to set up financial interactions between Promise Health Plan and its clients.

Updated: 1/24

A Broker's Guide To Registering on mypromisehealthplan.com

A Broker's Guide To Registering on mypromisehealthplan.com

Form #LH-2647-PHP

Audience: Brokers

Format: Brochure

Share with brokers to walk them through how to register for the portal.

Updated: 1/24

A Client's Guide To Registering on mypromisehealthplan.com

A Client's Guide To Registering on mypromisehealthplan.com

Form #LH-2138-PHP

Audience: Employers/Clients

Format: Brochure

Share with clients to walk them through how to register for the portal.

Updated: 1/24

Provider Portal User Guide

Provider Portal User Guide

Form #LH-2113-PHP

Audience: Providers

Format: Brochure

Providers can refer to this tutorial guide to learn about the capabilities of Promise Health Plan's portal and how to navigate it.

Updated: 1/24

Promise Health Plan Implementation Checklist

Promise Health Plan Implementation Checklist

Form #R450-2410_PHP

Audience: Brokers

Format: Flyer

Share with new partners to help them navigate the implementation process.

Updated: 12/23

Promise Health Plan Design & Solution Overview Brochure

Promise Health Plan Design & Solution Overview Brochure

Form #B680-MK122_PHP

Audience: Brokers

Format: Brochure

Get a look at Promise Health Plan's flexible plan designs, capabilities, and locations requirements.

Updated: 12/23

RFP Form

RFP Form

Form #R450-3057_PHP

Audience: Brokers

Format: Form

Brokers complete this form when requesting info from Promise; also includes a list of RFP submission requirements.

Updated: 12/23

Promise Health Plan Utilization Management Process Flow

Promise Health Plan Utilization Management Process Flow

Form #R450-2938_PHP

Audience: Brokers, Employers/Clients

Format: Flyer

Review how the Promise Health Plan utilization management process works, from intake to appeals.

Updated: 12/23

Promise Health Plan Case Management Process Flow

Promise Health Plan Case Management Process Flow

Form #R450-2909_PHP

Audience: Brokers

Format: Brochure

Review how the Promise Health Plan case management process works, including affected diagnosis codes.

Updated: 12/23

Frequently Asked Questions - Employers

Frequently Asked Questions - Employers

Form #LH-3085-PHP

Audience: Employers/Clients

Format: Brochure

Share with employers to answer frequently asked questions.

Updated: 12/23