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 months ago
Note: For COBRA - The group can choose to assign specific plans to certain locations.

Follow the steps below when adding or updating your group's location within the Ameriflex Employer Portal.

Adding Locations for Groups

Complete the following steps:

1. Login to the Ameriflex Client Portal.

2. Select General located to the left of the page. 

The General page appears.

3. Locate the Location section and select the dropdown arrow to the right of it.

The Location section expands for more options. 

4. Click + Add Location. 

The Add Location pop-up appears.

5. Fill out all the the necessary fields, and select Save. 

You successfully added a location.


Adding Locations for New Participants

Complete the following steps:

1. Login to the Ameriflex Client Portal.

2. Select Participants located to the left of the page. 

3. Select Add Participant. 

The New Participant window appears.

4. Complete the new participant's demographics by filling in all the necessary fields. 

5. Select the dropdown arrow when you get to the Location field.

6. Click Create at the bottom of the page when you are done.

You successfully added a Location.

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