We recently sent out the first ever issue of Forma Monthly! Think of it as part newsletter, part changelog. It’s a monthly recap highlighting our latest product updates, what’s coming up, and anything else we think you might be excited about.
Automatically check pre-tax files for errors
Newly updated in Forma Admin, after your pre-tax files are reviewed you can preview any warnings or errors we find directly from the File Manager and get instructions on how to fix them.
Link an external bank to file pre-tax claims
To make sure employees get the reimbursements they’re owed, we made a change within the pre-tax claim filing process that requires users to link and verify their bank account if they haven’t already.
Pre-tax Claims Transactions Report
Get a snapshot of how your employees are using claims for their pre-tax benefits, including the number of claims being submitted and claim approval rate.
How do I create a Pre-tax Claims Transaction Report in Forma Admin?
What information can I get from the Pre-tax Claims Transaction Report?
Pre-tax Card Transactions Report
Get details on how your employees use their Pre-tax Forma Card, including card approval rate, card auto-adjudication rate, and number of total card transactions in a given date range.
What information can I get from the Pre-tax Card Transaction Report?
How do I create a Pre-tax Card Transaction Report in Forma Admin?
Increased accessibility on joinforma.com
Through a third-party audit, we're addressing more than 70 high priority accessibility issues to make sure the Forma website is easily usable by anyone using assistive technologies.
Estimated launch: End of October
Resubmit rejected claims
No one likes it when their claim is rejected, but soon it’ll be easier than ever to resubmit those claims ASAP. From the Claims page in Forma, employees can edit a rejected claim (for example attaching a missing receipt) and resubmit it without having to start all over again.
Estimated launch: Middle of November
