Welcome back
Here's an overview of your NudgeWell account.
Employees
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Employees with FSA
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FSA Utilization
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Preventive Care
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Plan
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Account
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Company Details
Company Name
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Industry
Not set
Telehealth Portal
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Biometric Program
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Employee Roster
Manage your employees. Nudges are sent based on their benefits profile.
Employees
| Name | Plan Type | Carrier | FSA | HSA | Nudge Status | ||
|---|---|---|---|---|---|---|---|
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Configuration
Nudge configuration is managed through your onboarding settings.
Nudge Settings
NudgeWell automatically generates personalized nudges for each employee based on their benefits profile (FSA, HSA, plan type, preventive care gaps).
Nudges are drip-scheduled: first nudge within 24h, second at 7 days, third at 14 days.
To update carrier information or open enrollment dates, contact support@nudgewell.net.
To update carrier information or open enrollment dates, contact support@nudgewell.net.
Activity Log
Coverage changes made by employees. Updates appear here in real time.
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Team Reports
Aggregate benefits utilization for your team.
Total Employees
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FSA Usage
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Preventive Visits
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Biometric Screenings
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Total FSA Balance
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FSA Dollars Recovered
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Est. from employee interactions
Utilization Charts
FSA Usage by Month
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Preventive Care Completion
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Nudge Engagement Rate
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Employee Nudge Status
| Name | Nudges Sent | Last Sent | Engagement Rate % | Status | |
|---|---|---|---|---|---|
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Nudge Delivery Log
Chronological record of all nudges sent to your team.
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Bulk CSV Upload
Upload a CSV to add multiple employees at once. Required columns: name, email.
CSV Format Guide
name,email,fsa_eligible,hsa_eligible,plan_type,carrier
Jane Doe,jane@company.com,true,false,medical,Blue Cross
John Smith,john@company.com,false,true,hdhp,Aetna
Alice Jones,alice@company.com,true,true,cobra,United
Required: name, email |
Optional: fsa_eligible (true/false), hsa_eligible (true/false), plan_type (medical/dental/vision/hdhp/cobra), carrier
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Click or drag your CSV file here
Accepts .csv files only · Max 5MB