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Set-up EDI or Online Enrollment

Written by Aimee Reynard
Updated 9 months ago
  • EDI: Advise EDI vendor to send enrollments at least one month prior to the start of the new plan year.  A Client Success Specialist will reach out to discuss in further detail.  
  • Online Enrollment: A Client Success Specialist will send you a pre-populated enrollment spreadsheet. Once the spreadsheet is finalized, Ameriflex will give you access to the online enrollment system. A Client Success Specialist will reach out to discuss in further detail. 
Note: Online enrollment can only capture FSA, LPFSA, DCA, PKG, and/or TRN. If you’d like to use Online Enrollment but also offer HSA and/or HRA, contact your Client Success Specialist. 
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