HRB Resource Library

HRB Practitioner Toolkit

What are you working on?

Browse HRB guides, references, checklists, worksheets, templates, decision records, and workflows by the task you are completing.

Created for enrollees and graduates of the Health Reimbursement Bridge Certification, and to support the employers they serve.

Learn more about the Health Reimbursement Bridge Certification

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Start Here & Understand HRB

Understand the HRB framework, shared language, duty paths, and how the resource library is organized.

Assess the Employer

Evaluate the employer’s workforce, size, geography, goals, risks, and readiness for an HRA strategy.

Design the Benefit

Build classes, contribution approaches, employer strategy, and a sustainable benefit design.

Evaluate Coverage & Marketplace Fit

Review individual market plans, networks, costs, subsidies, geography, and participant coverage needs.

Build the Team & Assign Scope

Identify the partners involved, define responsibilities, document scope, and close ownership gaps.

Launch & Operate the Plan

Prepare for implementation, coordinate handoffs, standardize workflows, and manage renewals.

Manage Funding & Reimbursement

Understand payment models, proof requirements, reimbursement workflows, denials, and reconciliation.

Govern, Document & Improve

Maintain compliance records, evidence, review checkpoints, governance practices, and continuous improvement.

HRB Resource Library

HRB Practitioner Toolkit