Run a Real-Time Account Balance Report

Learn how to generate a real-time or a date specific plan information for your enrollees based on your current or prior plan years.
Written by Michele Lombardo
Updated 2 years ago

Ameriflex makes it easy for you to run real-time reports within our secure Client Portal at any time. This data will include annual elections, total deposits, total spend and available balances. By allowing our clients to run this directly in the portal, behind a password, we are able to better protect sensitive HIPAA and PHI information to better serve you. For that reason, we do ask our groups to run this report directly in the portal but do not worry, it is very easy to run. 

1. Login to the Ameriflex Client Portal.  

2. Select Invoices/Reports on the left hand menu.

3. Click the ellipsis at the top right of the page.

An option appears below the ellipsis.

4. Select Generate Account Balance Detail Report

The Account Balance Report Generator window appears.

5. Select one of the boxes for either Balances as of right now or Balances on a specific date.

Note: If you select Balances as of right now > select Current accounts or Prior Accounts > click Submit.

Note: If you select Balances on a specific date > select Plan Year or enter the Date to Retrieve Account Balance Information for > click Submit.

You successfully generated a real-time account balance report, based on your specifications, and the file will download to your computer.

You can then review the report in excel format.

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