Import a Wellness File
The Wellness Import feature allows administrators to access and integrate data sent by an associated Wellness clinic. Uploaded file will contain data pertaining to the Wellness program. Imported data is stored within the employee's benefit record under the Wellness Programs panel. If applicable, the Wellness Programs page will display the incentive amount for each program test. The incentive amount will only be displayed for program tests that have been passed by the employee or dependent.
Run Import File
Navigate to Wellness Import from the Benefits Administration Menu.
If an FTP is setup with the Wellness clinic, exported files from the clinic will appear without any action required. If no FTP is set up, the administrator will manually upload files from the clinic.
Upload a wellness file using drag and drop or click to browse. Once uploaded, the newest file is on top of the list.
Each file must have a unique name, otherwise the prior file (with same name) will be replaced.
Select the file to run.
Scroll down to the Generate section, select the Plan Year and Import Group, and Run.
Import Groups are divisions in your members such as Active or Retirees. Depending on site configuration, you may have only 1 or multiple Import Groups.
An alert will indicate when import is in process. The screen will automatically update when import is ready for review.
If an FTP is setup with the Wellness clinic, exported files from the clinic will appear in the File Selection box without any action required from the administrator. If no FTP is set up, the administrator will have to manually upload the file from the clinic. To manually upload a file, click the "Browse" button and navigate to the Wellness file. Select the file and click "Upload". The file will now appear in the File Selection box.