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Quicken Health Expense Tracker SM August 2010

Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

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Page 1: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Quicken Health Expense TrackerSM

August 2010

Page 2: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

Getting Started: The Basics

Quicken Health is an online tool (web site) designed to help manage

claims and health-related finances – developed by Intuit

Two ways to access Quicken Health

– via myCIGNA.com (‘single sign on’)

– directly (using a login and password)

Requires a quick registration the first time you use it

Once you’re registered, up to 3 years of claim data is available

Offered at no cost to you

Subscriber access only (but dependent access is coming)

Beyond that, there are three things to know…

Page 3: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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(1) Quicken Health Expense Tracker Home Page

Page 4: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Which claims have a balance due?

Which claims need attention?

Where can I track my past expenses?

Quicken Health Expense Tracker Home Page - Detail

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Pay bills right from the homepage

Page 5: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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(2) Claim Detail View

Page 6: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Understand what is owed Amount owed is highlighted; services and math are explained

See what you owe

Everyday language descriptions

Step by step math calculations

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Page 7: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Get help when you need it

Receive guidance to help get questions answeredClaim Assistant helps illustrate what steps to take

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Page 8: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

(3) Bill PayInitiate payment from the homepage or claim detail page

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Click “pay now” button to get started

Page 9: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

Bill Pay – Prepare paymentDecide on amount to pay and share a note with your provider

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Pay all or partial amounts.

Include a note to the health care professional with payment, claim/account number, or date

of service.

Page 10: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

Bill pay – Pay with any major credit or debit cardSave cards for future bill payments; Receive payment confirmation

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Page 11: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

Bill pay – payments are automatically tracked

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The “to-do” list automatically updates based on the

payment

Payment automatically tracked in “Payments” tab for future reference

Page 12: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Add notes to claim detail screen to help track actions

Record payments and take notes alongside your claim, so all your

information is one place

Page 13: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Manually enter out of pocket expenses so that your total health care expense picture is in one place

Page 14: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Access information on your benefits and accounts via the insurance tab

Track deductibles, out of pocket maximums, and HRA/HSA/FSA balances

Page 15: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

Medical Expense SnapshotAccess a summary of your benefits and expenses

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Summarizes healthcare spending by category

Shows the total value of your benefits

Access from homepage

Page 16: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

myCIGNA Homepage

myCIGNA My Plans Page

Finding Quicken Health Expense Tracker

Page 17: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Data Privacy & Security Protocols

CIGNA and Intuit are trusted brands because we protect our customers’ data

Data is downloaded to Quicken Health only upon your consent– You can self-enter additional data into the tool, but no personal information

is shared back with CIGNA or Quicken Health

Our privacy policies tell you what CIGNA and Intuit do and don’t do – CIGNA rigorously applies HIPAA procedures and other legal requirements to help

protect your privacy. – Intuit receives annual certifications by TRUSTe, the leading online privacy watchdog– In September 2009, TRUSTe rated Intuit one of the top 5 most trusted companies for

privacy for the 3rd year in a row.

Our security policies follow best practice guidelines– Intuit uses HIPAA and Markle Foundation* guidelines as

best practices to protect customer data in Quicken Health Expense Tracker– Intuit regularly undergoes certification by C-Level Security, an independent security audit

consulting firm– CIGNA has achieved Cybertrust Certification, formerly TruSecure Certification. CIGNA has

had its security controls, procedures and policies examined, measured and validated by Cybertrust, Inc., the global information security specialist.

*HIPAA Privacy and Security Acts, Markle Foundation Common Framework for Networked Personal Health Information

Page 18: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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More administrivia…

Access

&

Eligibility

You access Quicken Health Expense Tracker through myCIGNA.com – CIGNA medical data is included (and pharmacy if you are on the Choice Fund plan)– No dental or vision claims…yet– Dependent claim information is included - medical information is masked for dependants

aged 12 and older

Data Your data is transferred into Quicken Health Expense Tracker only upon consent– Upon sign-up, data takes about 24 hours to be transferred into the tool – Thereafter, data is updated on a daily basis– Up to 3 years of claims data will be populated in the tool

Privacy Your data in Quicken Health Expense Tracker is never shared with CIGNA or anybody else without your consent

Security The tool is protected by Intuit’s high security standards– Quicken Health Expense Tracker uses the same industry-leading data security protocols

trusted by tens of millions of TurboTax and Quicken customers

Help You can search for answers or contact Quicken Health Customer Support at https://support.quickenhealth.com

Page 19: Quicken Health Expense Tracker SM August 2010. Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited

Confidential, unpublished property of CIGNA. Do not duplicate or distribute. Use and distribution limited solely to authorized personnel. © 2008 CIGNA

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Q&A

Thank You!