Explore Our Help Center

A space to search and browse for answers and basic how-to-guides. Not finding the answers you need? No problem, contact us below or via our Chat feature on the bottom right. 

CONTACT US

Account Settings

Setting up your account

You will receive an email invitation from info@getwinstonhealth.com with information on how to complete setup. Follow the link in the email and you will be prompted to create your password. Fill in the following information for the best experience and advice from your personal health companion:

  1. Edit your profile picture, name, sex, date of birth, and home address. 
  2. Link your medical record patient portals. 
  3. Add financial assistance eligibility criteria.
  4. Check authorizations to share your information with Winston Health for the purpose of providing you the best advice and recommendations.

Logging in

Navigate to our login page by typing https://app.getwinstonhealth.com/login into your browser and enter your email and password. Click the Login button.

If you do not remember your password, select the "Forgot Password" option and we will send you an email with next steps.

Add medical record portals

By connecting your medical record portal, Winston Health can monitor your visit activity and send proactive recommendations to help you save money and stay healthy. This process is optional, and we do not share or sell your data with anyone. Before beginning this process, be sure to have your provider portal login credentials nearby.

This can be done during the onboarding process and also at a later time. Once logged in, select "Medical Records" from the left navigation panel and click on the "Get Started" button. Use the search bar to find and select your provider. Your browser will open a new tab where we walk you through what to expect next from the process.

You will then be taken to the typical login screen for your medical record patient portal. Enter the username and password credentials that you would normally use to login to that portal (i.e. myLGHealth, FollowMyHealth, MyWellSpan, etc.). Do not enter your Winston Health username and password, you will need to use the information associated with your provider's portal. 

The provider portal will ask you to confirm you'd like to grant us access, what information we should have access to, and for how long. For the best experience on Winston Health, we recommend enabling access to all information for the longest period available - typically 1 year. You will be prompted to re-enter your credentials at the expiration of that period, so a longer period will be least disruptive.

After that you will be directed back to Winston Health's Medical Records page. Repeat this process for each medical portal you have with your various providers by clicking on "Connect Another Portal."

Now that all your portals are linked, you will now see a unified view of your medical records!

Add financial assistance eligibility criteria

This can be done during the onboarding process and also at a later time. Once signed in, navigate to "Account" on the bottom left of the page. Scroll to the Financial Information are and click "Update Financial Info." Enter the following criteria and click "Save Changes." You will now receive personalized recommendations on which hospital systems you qualify for partial or full discount on your medical bill.

Family Income: The total compensation reported by all adults claimed on your latest tax return. Include all income before taxes and expenses for everyone in your household. This includes formal and informal paychecks, social security, unemployment, disability payments, alimony or child support, and any other kind of income.

Family Liquid Assets: The total liquid assets owned by all adults claimed on your latest tax return. This includes checking, savings, money market, non-tax penalty investment accounts, loans, etc. Generally retirement accounts, residences, automobiles, life insurance and other non-liquid assets are not counted.

Adults in Household: The number of adults claimed as dependents on your latest Federal Income Tax return. If the household has changed since then (marriage, divorce, birth, death, etc.), update to reflect the current household members.

Children in Household: The number of children claimed as dependents on your latest Federal Income Tax return. If the household has changed since then (marriage, divorce, birth, death, etc.), update to reflect the current household members.

Privacy and data sharing policies

Our commitment to you: we do not sell or share your data to anyone for any purpose. We use data to improve your experience in guiding you to high-quality affordable care. View our full privacy policy here.

AI Assistant & After Care Summaries

Using the Winston AI Assistant

Once signed in, you will see a chat message screen. Toggle the "Share Personal Info" feature to on so that responses are personalized to your unique health records and personal information.

Click on one of the shortcut buttons on the bottom of the screen to submit the most common prompts. Wellness Tips, Financial Assistance, Medical Insights, and Employee Benefits are a few things the Assistant can provide advice on.

You can also type your own questions into the search bar. The Assistant will reply and ask for additional information as needed.

Accessing AI After Care Summaries

After Care Summaries are generated after visiting your doctor, receiving a test/procedure, or receiving test results. You will receive an email that your AI After Care Summary is available, click the link to login to Winston Health. 

After Care Summaries can be viewed in the Notifications section. You can navigate there by clicking on the bell icon in the left side menu.

Click on the message that corresponds to the date of the email you received and you can view the details of the message.

The After Care Summary will contain: Key Points, Summary of your Visit or Test Results, and Advice on Next Steps.

Wellness

Understanding your wellness program

Once signed in, navigate to the "Wellness" page on the left side menu. You will see a table with a list of tasks to complete.

Each task is assigned to a category. The categories will tell you how many tasks you need to complete in that category to earn the reward.

On the top right, you will see a summary of your progress. A message will appear under each goal summarizing what tasks need to be completed to earn the reward.

On the top left, you will see a link to a document with a full summary of your employer-sponsored wellness program.

Uploading wellness documentation

On the "Wellness" page, locate the task you would like to upload documentation for. Click on the button under the "Action" column, from here you can upload a PDF or picture to verify your task has been completed and click "Submit." Examples of documentation include the following:

  • A screen shot from the Medical Records: Encounters page in Winston Health showing your recent procedure
  • A copy of the medical bill or Explanation of Benefits for the recent procedure
  • A copy of the registration for a race or sports league
  • A screen shot from your activity tracker showing your calories burned

Note: The above are general examples, refer to your wellness program summary for specific documentation requirements.

Viewing your wellness documentation

On the "Wellness" page, locate the task you would like to view documentation for. Click on the "Completed" button under the "Status" column, from here you can view your documentation.

Deleting and editing your wellness documentation

On the "Wellness" page, locate the task you would like to delete or edit documentation for. Click on the trash can button under the "Action" column, then click "Yes, I'm sure." The task will now appear as incomplete and you can add new documentation as you normally would.

Administrator

Adding and deleting users

Once logged in, navigate to "Employees" section on the left side of the page. You will see a number of options:

  • Add users: Click the "+ Employee" button and enter the employee's information. When you are finished, click the "Create and Invite" button to trigger an email to the employee. If you'd like to hold off on inviting the employee, just click "Create".
  • Delete users: Click the Delete button next to the existing employee in the user list. Add a termination date for the employee and click Save when you are done. The employee will no longer have access to Winston Health after the termination date.

Note: If you are using ConnectCare3's wellness portal, employee changes reflected in their portal will automatically be updated in Winston Health and no additional action is needed.

Adding and editing payment information

The Winston Health monthly fees are invoiced on the first of the month through an email from QuickBooks. Automatic payments can be setup by following the payment link in the email via ACH. To edit the bank information on file, contact us at info@getwinstonhealth.com and we will be in touch to obtain your payment information securely.

Setting up your wellness program

Once signed in, navigate to the "Organization" section of the left side menu. From here you can configure all of your wellness program settings:

  • Wellness Program Start Date: enter the day you start measuring the wellness program progress.
  • Wellness Rewards: add reward(s) with a brief summary of what it is (i.e. $150 gift card), the frequency it can be earned, and points required to achieve it.
  • Wellness Categories: add categories for how you would like to engage your members. For example, if you'd like them to complete one preventive care visit and maximum of 2 physical activities - create a "Preventive Care" category with Exact Points of 1 and a "Physical Activity" category with Maximum Points of 2. You will also need to select a frequency period.
  • Wellness Tasks: add specific tasks that will be associated with the categories you've created and a point value.

 

Accessing wellness reports

Navigate to the "Employees" section on the left menu panel. Click on the "Reports" button, enter the end date for your reporting period, then select the report you'd like to download. Below are the 2 report options:

  • Wellness Progress: this report shows a summary of each employee and where they are at in relation to their wellness program goal(s).
  • Document Verification: this report shows a summary of each employee's submitted documentation and a hyperlink for you to view it securely.