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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
The Paylogix Client Portal

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

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

Client Portal: File Utilities

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Updated on December 9, 2022

Client Portal: Data Analytics Client Portal: Reports

SOLUTIONS

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Enrollment
Premium Billing and Payment
Alternative Funding
Tailored Market Solutions
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Merchant Gateway
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CO-OP FUNDING

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SUPPORT

Glossary
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Consolidated Billing®
Paylogix Client Portal
Co-Op Funding Program

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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