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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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HDHP/HSA chronic condition benefits expanded

The Treasury Department has announced the expansion of the preventive care benefits that may be provided by high deductible health plans (HDHPs) for a range of chronic conditions. The expanded list of preventive care benefits provided by an HDHP covers medical care services and prescription drugs for certain chronic conditions. Because individuals covered by an HDHP generally may establish and deduct contributions to a health savings account (HSA), they will be able to pay for services and treatment using untaxed funds in their HSAs.

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