Financial Health

Financial Health impacts all areas of your Health – including your physical and personal health. Participate in a Financial Health class, webinar, Virtual Tools e-learning or attend an upcoming Tech Bar to earn your $100 LiveWELL Incentive. Learn more about the opportunities to you to earn this reward.

The 2018 Financial Health/Virtual Tools Incentive deadline is November 6, 2018.

Financial Health, in-person, classroom participation after November 6, 2017 will be treated as earned in 2018 and paid in 2019.

LiveWELL Virtual Tools

You can earn the Virtual Tools Incentive when you:

  • Attend a Carolinas Tech Bar event to learn more about Virtual Tools. You will receive your redemption code at the Tech Bar for the $100 Financial Health/Virtual Tools Incentive; OR
  • View the e-Learning for LiveWELL Virtual Tools (e-Learning must be viewed in IE) to learn about:
    • MyAtriumHealth
    • Virtual Visit
    • Castlight
    • Bank of America HSA
    • Empower Retirement

Note: All e-Learnings must be viewed in Internet Explorer.

Additional e-Learnings

Learn about the benefits of Virtual Tools such as MyAtriumHealth, Virtual Visit, Castlight, your Bank of America HSA and Empower Retirement to become a more informed health care consumer and teammate.

Watch one webinar/e-learning and enter your code to your reward onto your Total Health Portal. You may view as many webinars as you like, but you will only receive incentive credit for ONE webinar/e-learning/virtual tool which equals $100.

On-Demand Webinars

On-demand webinars are available 24/7 at your convenience or during scheduled times:

A range of topics offered at many CHS locations. View the full list of upcoming on-site classes near you:

How to Register

Log in to the Total Health Portal

Use your CHS Username and Password to sign in to the Total Health Portal. On your Dashboard, find the Financial Health box. Click the “In person class registration” link. You can search current class offerings by topic or location. To sign up for a class, click the Register button. Select a day and time, then click Submit to complete your registration.

Get individual assistance from a banking partner or your own financial advisor or banker.

If you have questions about stock market trends, how to invest your retirement dollars or would like help evaluating your investments and personal finances, you may take advantage of FREE individual consultation opportunities with one of our banking partners who are certified to give financial advice. Our banking partners include Bank of America, Fifth Third Bank and Wells Fargo.

Alternatively, you may consult a personal financial advisor of your choice and earn the $100 Financial Health and Virtual Tools Incentive.

See list of 2018 In-Personal Consultations.

We are making it more convenient to meet individually with a banker or financial advisor:

  1. Individual drop-in opportunities are available. Attend a session that is relevant to you at a location that is convenient for you. Check back for the complete list in 2018.
    • After completing the consultation, you will receive a redemption code from the financial advisor. The redemption code will be provided by the banker conducting your consultation.
    • Sign in to the LiveWELL Total Health Portal within one week to submit your redemption code.
  2. OR, make an appointment to meet with a banker/financial advisor of your choice.

If you are meeting with your own personal financial advisor/banker, who is not a banking partner, please ask him/her to sign the Financial Health Alternative Form.

You, the teammate, can fax the completed form to the number on the form or scan the form and email the form to

After submitting the Financial Health Alternative Form, sign in to the LiveWELL Total Health Portal. Your reward should be visible in the Total Health Portal within 2 weeks of faxing/emailing your Financial Health Alternative Form.

Log in to the Total Health Portal


For help with the Total Health Portal, call the AHA help desk at 855-581-9910.

For any other questions, contact LiveWELL at 704-355-8136 or send us an email.

After Completing Your Choice

Enter the Redemption Code for Your Financial Health/Virtual Tools Reward

When you have completed your choice, you will be provided with a redemption code.

  • Within one week of participating, log into the Total Health Portal, My Dashboard and find the Financial Health tile
  • Select "Redeem your participation code" and enter the code as directed.

Confirmation of your Financial Health/Virtual Tools Reward should appear on your Rewards page within 24 hours of entering your LiveWELL Financial Health Incentive participation code. Contact Applied Health Analytics (AHA) who manages the Total Health Portal at 855.581.9910 if you have problems logging your code or if your reward fails to appear 24 hrs. after code entry.

*You may participate in more than one class, webinar or video, however, you will only receive the $100 LiveWELL Financial Health and Virtual Tools reward for participating in one activity. Please remember to enter your redemption code (where applicable) within one week of participating.


Deadlines and Payout

Earn your Financial Health/Virtual Tools reward by entering the Financial Health code OR submitting a Financial Health/Virtual Tools Alternative Form before November 6, 2018. If you have an active HSA at the time of payout, your HSA contribution for Financial Health/Virtual Tools will be paid in January 2019.

Core Four Incentive Deadlines

  • Early Bird Deadline: June 8, 2018. See below for more information. Refer to Early Bird Prize Drawing section below for more information.
  • Normal Deadline:  November 6, 2018

You will earn the $50 Bonus when you complete the Core Four by either their deadline: Health Survey, Health Coaching, Know Your Numbers and Financial Health Incentives. Your HSA contribution for the Core Four and $50 Bonus will be deposited in January, 2019.


Early Bird Prize Drawing

All teammates are encouraged to complete the Core Four Incentives before the normal deadline. When you complete the Core Four EARLY, by June 8, 2018, you will be entered into a prize drawing to win one of ten Atrium Health Jackets!

If you plan to mail your Know Your Numbers form, please ensure it is postmarked by June 8, 2018 to qualify for an entry into the Early Bird Prize Drawing.