Plan Administrators

Account Management

Enrollment Spreadsheet Tips & Error Correction

This article provides helpful tips for organizing, submitting, and reviewing enrollment spreadsheets. It also explains common error messages you may encounter during the process so you can quickly identify and correct any issues.

Written by Taylor Byas

Updated 2 weeks ago

Pull an EDI Processing Report (FLEX)

This document provides step-by-step instructions on how to access and pull an EDI processing report from the Ameriflex Portal. It outlines the process of logging in, navigating to the EDI tab, and retrieving both recent files and reports. The guide also details how to view file details, access processed files, and download specific file reports.

Written by Taylor Byas

Updated 1 month ago

What is XP Health?

Here you will find a summary of XP Health and how it works in conjunction with Ameriflex.

Written by Taylor Byas

Updated 2 months ago

TAAP/The Ameriflex Alternative Plan

The Ameriflex Alternative Plan (TAAP) navigates the challenging healthcare terrain by ensuring compliance, fostering employee satisfaction through optimal health plans, and effortlessly managing risks associated with the CAA.

Written by Taylor Byas

Updated 6 months ago

ICHRA: Frequently Asked Questions

This article will provide insight and information on the frequently asked questions around Individual Coverage Health Reimbursement Arrangements (ICHRAs).

Written by Taylor Byas

Updated 6 months ago

ICHRA Notices and Timelines

The Individual Coverage Health Reimbursement Arrangement (ICHRA) is a flexible, employer-funded benefit that allows employees to be reimbursed for health insurance premiums and other qualified medical expenses. However, as with any benefit program, it is essential to comply with certain regulations and timelines for effective implementation and administration.

Written by Taylor Byas

Updated 6 months ago

ICHRA Attestation

To ensure compliance with the requirement that employees must have a qualifying form of individual health insurance, employees should complete attestation forms for enrollment and submit them to their employers to be kept on record. Debit Card Substantiation forms should also be completed by employees for debit card transactions and submitted to Ameriflex. This article details the form and how it helps your employees comply with federal attestation regulations.

Written by Taylor Byas

Updated 7 months ago

Eligible Expenses for the ICHRA

An Individual Coverage Health Reimbursement Arrangement (ICHRA) allows you to reimburse employees for their health insurance rather than buying it for them. These plans give you different choices regarding what can be reimbursed under your ICHRA plan. Learn more about what expenses are eligible for your employees.

Written by Taylor Byas

Updated 7 months ago

Set Up a Lifestyle Spending Account (LSA)

Learn what a Lifestyle Spending Account is, how the LSA can benefit your employees, and how to set one up.

Written by Taylor Byas

Updated 7 months ago

What is an Individual Coverage Health Reimbursement Arrangement (ICHRA)?

An Individual Coverage Health Reimbursement Arrangement (ICHRA) allows employers to reimburse employees, tax-free, for qualifying medical expenses. ICHRAs allow employers to define their budget and have control over their insurance spending, contributions and risk.

Written by Taylor Byas

Updated 7 months ago

ICHRA Virtual Pay Feature (Plan Administrators and Brokers)

The Virtual Pay option allows participants to provide account information to their carrier so the carrier can charge their ICHRA account monthly. Plan Administrators and Outside Plan Representatives can access the required account numbers to assist the participant in getting Virtual Pay set up.

Written by Taylor Byas

Updated 8 months ago

Submit a Transaction Reversal Request

Did your employee's funds come out of the wrong plan or plan year? Do you need to reverse a transaction? In this article, we will walk you through how to handle a transaction that was applied to the wrong plan or wrong plan year.

Written by Taylor Byas

Updated 9 months ago

What is Intellect?

Here you will find a summary of Intellect and how it works in conjunction with Ameriflex.

Written by Taylor Byas

Updated 8 months ago

What is Telescope Health?

Here you will find a summary of Telescope Health and information on where to direct your Telescope-related inquiries.

Written by Taylor Byas

Updated 7 months ago

Set up and Use Multi-factor Authentication

How to set up and use multi-factor authentication (MFA) to securely log into the employer portal or participant portal.

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Written by Lucy Tran

Updated 2 years ago

Portal Based Enrollment Method

The Portal Based enrollment method will allow you to view, update, and submit all elections from the prior plan year for an easy renewal experience.

Written by Michele Lombardo

Updated 1 year ago

Updating a Participant's Demographics

Written by Michele Lombardo

Updated 3 years ago

Understanding Card Transactions and Their Statuses

Understanding Card Transaction statuses in the Employer Portal allows you to assist your employees in resolving the statuses and preventing the statuses from potentially impacting accounts.

Written by Michele Lombardo

Updated 3 years ago

Locate Client Relationship Team Contact Info

If you aren't sure who your Ameriflex contact is, you can find that information in your account.

Written by Aimee Reynard

Updated 3 years ago

Issue or Replace Debit Cards

Issuing and replacing your employee’s debit cards is quick and easy through the Ameriflex employer portal.

Written by Rachael Seida

Updated 3 years ago

Add/change bank accounts

Learn how to update your banking account

Written by Rachael Seida

Updated 4 years ago

Change the Broker of Record

Steps on how to request to change Broker of Record (BOR) information in the portal.

Written by Rachael Seida

Updated 1 year ago

HSA Contribution Reversal

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Written by Dawson

Updated 1 year ago

Pulling Admin Invoices via the Ameriflex Client Portal

Do you want easy access to your monthly Admin invoices? Great news, Admin invoices and Admin Invoice Detail Reports are now available for download via the Ameriflex Client Portal.

Written by Michele Lombardo

Updated 3 years ago

Add/Remove Outside Plan Reps (OPR)

Learn how to add or remove an OPR.

Written by Rachael Seida

Updated 1 year ago

Pulling a Transaction Report

As a Plan Administrator, or Outside Plan Administrator (OPR), you can easily pull a report to show transactions for each participant versus having to go into each individual account by following the steps below.

Written by Michele Lombardo

Updated 9 months ago

Updating Employer Contacts

As a PA and broker, you can easily add, edit and remove Employer Contacts in the account.

Written by Rachael Seida

Updated 1 year ago

Reset Password for Client Account

Written by Aimee Reynard

Updated 1 year ago

Adding and Updating Locations

Adding locations is an option available to you within the Ameriflex Employer Portal. Assigning participants to specific locations allows this information to easily be displayed within the monthly reports, for tracking purposes.

Written by Michele Lombardo

Updated 3 years ago

Resetting a Password for a Participant

As the Plan Administrator, you have access to help reset passwords for Participants, so they can access their accounts online.

Written by Michele Lombardo

Updated 3 years ago

Terminating a Single Account

Do you have a participant who is still an active employee but needs to terminate a single account? In this article, we provide step-by-step instructions to show you how to terminate only select plans under an active member.

Written by Michele Lombardo

Updated 3 years ago

How to update a participant's mailing address in the Ameriflex portal

If you have a participant who has moved or needs you to be update their address on file, follow these steps to quickly update their address in the Ameriflex portal.

Written by Michele Lombardo

Updated 3 years ago

Midyear election changes

Written by Aimee Reynard

Updated 4 years ago

View run out period length

Written by Aimee Reynard

Updated 3 years ago

Update Employer Name, Demographics, and Address

How to enter employer information and ensure the details are always up-to-date.

Written by Rachael Seida

Updated 3 years ago

Access Unsubstantiated Transactions Tab Through Invoices/Reports

Learn how to access the Unsubstantiated Transactions tab to view pending transactions for different participants and learn how to deactivate a participant, if necessary.

Written by Michele Lombardo

Updated 3 years ago

Downloading Enrollments via Invoices/Reports tab

As a Plan Administrator, you can easily download your previous and current plan year enrollments with just one-click. This report will include all information that was processed within the system.

Written by Michele Lombardo

Updated 3 years ago

Accessing Invoices and Reports

Employers can easily access and download reports and view invoices from the portal.

Written by Aimee Reynard

Updated 2 years ago

Add/Remove Dependents for employee

Written by Rachael Seida

Updated 4 years ago

View participant transactions

Written by Aimee Reynard

Updated 3 years ago

Mid Year Changes for Employers

Written by Aimee Reynard

Updated 4 years ago

Generating an Enrollment Confirmation Report

After your open enrollment period, it is imperative that you review the enrollments for accuracy. The enrollment confirmation report will allow you to review the election and demographic information entered for each participant.

Written by Michele Lombardo

Updated 3 years ago

Submit Leave of Absence (LOA)

Written by Aimee Reynard

Updated 3 years ago

Run a Card Generation Report

Learn how to export a Card Generation Report through the Ameriflex Client Portal to view a total snapshot of your employees' cards.

Written by Michele Lombardo

Updated 3 years ago

Enroll a New Plan Member via the Employer Portal

How do I enroll a new plan member into a benefit online? Here is an easy step-by-step guide to help navigate enrolling a participant into any plan you offer through Ameriflex.

Written by Aimee Reynard

Updated 1 month ago

Terminate a participant

Written by Rachael Seida

Updated 4 years ago

Submit Forms Through the Employer Portal

Written by Aimee Reynard

Updated 3 years ago

Employer Debit Card Substantiation Options

Learn how an employer can update their card's substantiation options.

Written by Rachael Seida

Updated 3 years ago

Understanding and Accessing Orthodontia Reimbursement Options

Choosing how your members will be reimbursed for Orthodontia impacts how their flexible spending account will work with any orthodontia expenses.

Written by Michele Lombardo

Updated 3 years ago

Complete a Health Savings Account (HSA) Funding File for Fiserv

Fill out and upload the HSA Funding Spreadsheet if you have chosen file-based funding for your HSA or need to make an off-cycle deposit to your members' accounts. Creating and loading this file is an easy two part process.

Written by Michele Lombardo

Updated 1 year ago

Plan Administrators

Initial Setup and Renewal Process

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Setting Up An HSA

Account Management

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