Training Videos

The following presentations provide you with step-by-step instructions for running reports and the basics of whatever plan you have chosen for your employees. These presentations contain an audio element so please make sure your volume is on.

As we understand the demands of a busy work schedule, these presentations can be watched at any time and can be paused and repeated as necessary to fit your schedule.

Generating Reports

Generating Reports

This presentation walks you through a step-by-step process on how to generate reports through your benefits portal. View Video

Plan Utilization and Transactions

Plan Utilization and Transactions

This presentation covers how to use the Enrollee Account Balance and Transactions Report to best determine your plans value and utilization. View Video

Reconciling Your Bank Account

Reconciling Your Bank Account

This presentation walks you through the steps of reconciling your bank account with Choice Strategies transactions. View Video

The Admin Guide

The Admin Guide

This presentation walks you through the steps of logging into and using your employer admin guide. View Video

For Members - Shared Responsibility (SRP) Form

For Members - Shared Responsibility (SRP) Form

 This presentation gives members a step-by-step process on how to complete the Shared Responsibility (SRP) form. View Video