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      SOLUTIONS

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  • CO-OP FUNDING
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      ABOUT

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FAQs

32
  • Co-Op Funding Program
    • What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?
    • How can I avoid excess fees?
  • Consolidated Billing
    • Where do I find billing information?
    • What payment methods are available?
    • What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?
    • What do I if I get an error report?
    • How do I upload a custom import?
    • How do I look up an individual participant?
    • How do I fix a format error?
    • How do I finalize a bill?
    • How do I export a list of participants for a specific product?
    • How do I adjust a bill?
    • How can I export group information?
    • How can I avoid excess fees?
  • The Paylogix Client Portal
    • Where do I find billing information?
    • Where can I see the file transfer history?
    • What do I do if I get an error report?
    • My login information is not working, and I can’t reset it. What should I do?
    • I forgot my password. How do I reset my password?
    • I forgot my login id. How do I recover my login id?
    • How do I upload a custom import?
    • How do I set up a new user?
    • How do I navigate the client portal?
    • How do I look up an individual participant?
    • How do I fix a format error?
    • How do I finalize a bill?
    • How do I export a list of participants for a specific product?
    • How do I change my password?
    • How do I adjust a bill?
    • How do I add a sub-user to the account?
    • How do I access the client portal?
    • How can I export group information?
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Glossary

32
  • Common Remitter®
  • Consolidated Billing®
  • Cash-q®
  • Single Point Billing®
  • Wire Transfer
  • Qualifying event
  • Provider
  • Premium
  • Policy holder
  • Pay Frequency
  • Participant
  • Organization
  • Open enrollment
  • Late entrant (also known as late enrollee)
  • Group insurance
  • Group coverage
  • Enrollment period
  • Enrollee
  • Eligibility
  • Effective date
  • Dependent
  • Dashboard Portlets
  • Contract holder
  • Contract
  • Case Number
  • Broker
  • Benefit period
  • Association
  • Active full-time employee
  • ACH debit transaction
  • ACH credit transaction
  • ACH
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Tutorials

16
  • Transitioning direct deposit to Paylogix
  • Implementation Checklist
  • How to add a sub-user
  • How to view, print, or download a participant direct deposit form
  • How to Manually Add a Participant
  • How to Enter Credit Card Info for a Participant
  • How to Enter ACH/Bank Draft info for a participant
  • Client Portal: File Utilities
  • Client Portal: Reports
  • Co-op Funding Program Overview
  • Client Portal: Statements
  • Client Portal: Data Analytics
  • Co-op Program Overview
  • Client Portal Orientation : How To Log In
  • How To Finalize & Pay Your Bill
  • How To Build Your Own Organization

Docs Category: Consolidated Billing

  • How can I avoid excess fees?
  • How can I export group information?
  • How do I adjust a bill?
  • How do I export a list of participants for a specific product?
  • How do I finalize a bill?
  • How do I fix a format error?
  • How do I look up an individual participant?
  • How do I upload a custom import?
  • What do I if I get an error report?
  • What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?
  • What payment methods are available?
  • Where do I find billing information?
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SOLUTIONS
  • View All Solutions
  • Enrollment
  • Premium Billing and Payment
  • Alternative Funding
  • Tailored Market Solutions
  • Software as a Service
  • Merchant Gateway
  • Benefits Administration
CO-OP FUNDING
  • View All Providers
SUPPORT
  • Glossary
  • Tutorials
  • Consolidated Billing®
  • Paylogix Client Portal
  • Co-Op Funding Program
ABOUT
  • Our Values
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  • Policies and Terms
CONTACT US
  • 800-622-4131
  • Email Us
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Co-op funding is subject to approval by the carrier or benefit provider company. Paylogix can not guarantee Co-op funding approval. The information provided about Co-op participating carriers or benefit provider companies is for general informational purposes only. All information is provided in good faith, however we make no representation, or guarantee regarding the accuracy, or completeness. We encourage you to contact the insurance or benefit provider company directly to confirm product details and Co-op funding participation. This site does not contain insurance or employee benefit advice. More information is available on the Policy & Terms page.

Paylogix®, Consolidated Billing®, Common Remitter®, Single Point Billing®, Exchange Builder®, Pro-Enroll™, Cash-Q®, and DocuServ® are trademarks of Paylogix.

Paylogix – 1025 Old Country Rd, Westbury, NY, 11590 – 1-800-622-4131

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