Welcome to our Help Center

Initial Setup and Renewal Process

Written by Aimee Reynard
Updated 7 months ago
Written by Aimee Reynard
Updated 8 months ago
Written by Aimee Reynard
Updated 8 months ago
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Support Portal

Ameriflex Support Portal

What is it? Why are we Using it?

Written by Aimee Reynard
Updated 3 weeks ago

Signing Up and Creating a Password for the Ameriflex Support Portal

Sign up through email or the portal to create a password to complete registration to access the Ameriflex Support Portal. This article includes three ways to create a password.

Written by Aimee Reynard
Updated 3 months ago

Submitting a Request by Email or the Ameriflex Support Portal

How to submit a request via email or the Support Portal.

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Written by Lucy Tran
Updated 3 weeks ago
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Setting Up An HSA

Running an HSA Account Report for Ameriflex HSA Direct Deposit Purposes

Generating an HSA Account Report and to access and view all account numbers through the report for Ameriflex HSA direct deposit purposes.

Written by Michele Lombardo
Updated 2 weeks ago

Accessing HSA Reports

Plan Administrators can access and download two reports related to their HSA plan using the Ameriflex Employer Portal. The two reports are the HSA Funding Report and the HSA Account Report.

Written by Michele Lombardo
Updated 1 month ago
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Account Management

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 2 weeks 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 2 weeks 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 2 weeks ago
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Troubleshooting

Written by Aimee Reynard
Updated 6 months ago
Written by Rachael Seida
Updated 1 year ago

Miscellaneous

Written by Aimee Reynard
Updated 2 weeks ago
Written by Rachael Seida
Updated 5 months ago

Explanation of Terminated Employee

Do you have participants asking you about their accounts after they terminate employment? As the plan administrator, here is what you will want to know about this process.

Written by Michele Lombardo
Updated 8 months ago
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Additional articles

Written by Michele Lombardo
Updated 4 months ago

How to submit HRA/DED claims and activation forms

This article illustrates the process the participant will follow to activate their health reimbursement arrangement (HRA).  

Written by Michele Lombardo
Updated 4 months ago
Written by Michele Lombardo
Updated 4 months ago
Written by Michele Lombardo
Updated 4 months ago

Claims Process Flow

As your participants use their Flex accounts, it is important to understand the claims process. This article provides an overview of the process and additional resources/FAQs.

Written by Michele Lombardo
Updated 4 months ago