How does the financial wellness check-in work?

How does the financial wellness check-in work?

Money worries can affect your health. The check-in helps your care team understand how they can support you. Your answers are private and encrypted, and they are never used to decide your care or pricing.

Click Account, then Financial Wellness.

Take the check-in

1. Click Start the check-in. It takes about two minutes.
2. Answer the questions. There are no right or wrong answers.
3. The last few questions are optional. You can also choose Prefer not to answer.
4. Click Submit.

You see a short summary, such as You're on track or A few areas we can support. To answer again later, click Retake the check-in.

Ask for help

If your answers show you could use support, you see Support is available. Click Connect with a financial counselor to ask for help. This sends a referral request to your care team. It doesn't book a counselor or promise one. You see Request sent. If you don't hear back within a few days, message your care team.

If something goes wrong

• If an error such as Something went wrong. Please try again. appears after you click Submit, your answers weren't saved. Try again later.
• Couldn't send the request. Please try again. means your request for a counselor wasn't sent. Try again, or message your care team.