Health Advocate Integration - Get Started

Maxwell's Integration with Health Advocate generates and sends a pre-formatted file to Health Advocate on a weekly basis that includes all active employees eligible for Health Advocate, and their demographic and current product information. If you’re offering Health Advocate to your employees through Maxwell, this integration will be added and turned on by the Maxwell Health team.

The steps for setting up the integration vary slightly based on the deployment status of your company on Maxwell Health.

Follow these steps if you're currently live on Maxwell:

  1. Your Advisor will notify their Maxwell Health Account Manager that you'd like to add the Health Advocate integration.
  2. Your Maxwell Health Account Manager will ask your Advisor to fill out an integration specific checklist with information on whether Health Advocate is paid for by the employer or Advisor, and whether or not the employer is a new Health Advocate client.
  3. Once we've received the completed integration implementation checklist, we'll add this integration. This step will take Maxwell Health integration team four business days, from the time completed information is received.
  4. You'll be notified once step three is complete, and will be asked to set up notifications. This is important as the integration is defaulted to run automatically—you’ll want to make sure the appropriate Advisors and Administrators are notified as needed. Read instructions on setting up notifications for your Health Advocate integration. 

Follow these steps if you haven't yet been implemented on Maxwell:

  1. Your Advisor will let us know that you’ve requested a Health Advocate integration when they begin your implementation. They'll provide information on this integration, which includes whether Health Advocate is paid for by the employer or Advisor, and whether or not the employer is a new Health Advocate client.
  2. We’ll notify you once we’ve completed the implementation, and your Advisor has reviewed and signed off on its accuracy. You'll be asked to set up notifications for this integration.
  3. Once you've notified us that step five is complete, we'll activate the integration. 
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