Frequently Asked Questions

Consolidated Billing

How can I avoid excess fees?

If you would like to avoid the additional charges, you might look for a suitable alternative product from a carrier that participates in the Paylogix Co-op. There are now over 125 products available through these carriers and more are added each year.A up to date list can be found on our website, or by contacting your Broker Relationship Manager.Some brokers choose to pass the fees along to their client. If you choose to do this, please know that you remain responsible for paying Paylogix fees, regardless of any arrangement you make with your client.

How can I avoid excess fees?

How can I export group information?

1.   Go to the “File Utilities” tab.

2.   Click on “Export Data.”

3.   Choose the file format for the export. Options are comma delimited, fixed width, and tab delimited.

4.   Select the fields to include in the export.

5.   Create a file name and click the submit button.

How can I export group information?

How do I adjust a bill?

1.   Click on the statements tab on the navigationbar or on your dashboard.

2.   Click edit next to the statement you'd like toedit and finalize.

3.   Click on the participant's name to show individualizedinformation and add any adjustments. Click edit to submit any adjustments.

4.   Include the reason for adjustment with theappropriate reason code: Cancelled, No Payment, Payment Short, Extra Payment,Leave, Terminated, Other.

5.   Click submit to process changes.

How do I adjust a bill?

How do I export a list of participants for a specific product?

1.   Go to the “data” tab and click on “products.”

2.   Select the product that you would like for a report of participants and click on the subscriptions button.

3.   The next screen will display all the participants for this product.

4.   In the upper right corner there is a document export button. Click on it and save the list to your computer.

How do I export a list of participants for a specific product?

How do I finalize a bill?

After you are done making adjustments to your statement, Click finalize to pay your bill. You can pay through our fast and secure portal by EFT. Payments will be applied quickly and efficiently.

How do I finalize a bill?

How do I fix a format error?

The system will do up-front check to validate:

-          Requiredfields are populated in the file

-          Fields arepopulated with valid values

-          Fields arepopulated with valid formatting

If errors are indicating line 1 having many errors, please go back to step 3 and ensure that the header/footer boxes are correct compared to the file being uploaded.

Users can refer to the File Layouts to view requirements for successful file upload.

How do I fix a format error?

How do I look up an individual participant?

1.   Under the data tab click on ”participants.”

2.   You can search by name or browse alphabetically.

3.   Select an individual participant to view theirspecific information.

How do I look up an individual participant?

How do I upload a custom import?

1.   Log on to the client portal.

2.   Go to the “File Utilities” tab.

3.   Then the “Custom Imports” drop-down.

4.   Select file to upload, Excel or fixed-width text file.

5.   If file contains header or footer, check off the relevant box(es).

6.   Click upload button.

7.   If the file is incorrect, the system will display any errors. These must be corrected before uploading again (refer to Format Error section).

8.   When the file is correctly uploaded, an e-mail confirmation is automatically sent to the user.

How do I upload a custom import?

What do I if I get an error report?

An automated e-mail will notify user if errors were encountered during processing.

If an error report is generated:

-          File was uploaded successfully  

BUT there were one or few records in the file that were not updated/created.

The report will list all errored out records.

**Records that do not appear on list were processed successfully**

Error file will be sent through FTP and can be found on theclient’s associated FTP folder.

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?

We will contact the carrier on your behalf to request that they join the Paylogix Coop. If they agree to join Co-op, the carrier will cover the fees for their products to beincluded in your client’s Consolidated Billing® service. If the carrier is not interested in participating, we can still function as the TPA and they can still be included in yourclient’s Consolidated Billing® Service. However, the broker will be responsible forcovering the fees.

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?

We support the following payment methods to make it easy for your clients to pay their premiums:

• Payroll deduction

• ACH Bank Draft

• Back-up Funding

• Direct Deposit

What payment methods are available?

When should I consider Single Slot Administration?

When should I consider Single Slot Administration?

Where do I find billing information?

Billing information for open, unpaid and closed bills isfound under the statements tab.

Where do I find billing information?

The Paylogix Client Portal

How can I export group information?

1.   Go to the “File Utilities” tab.

2.   Click on “Export Data.”

3.   Choose the file format for the export. Options are comma delimited, fixed width, and tab delimited.

4.   Select the fields to include in the export.

5.   Create a file name and click the submit button.

How can I export group information?

How do I access the client portal?

A link to the client portal is in the right-hand corner of the navigation bar on www.paylogix.com. If you are a current user, enter your information and log in.

The direct link is: https://client.paylogix.com/

How do I access the client portal?

How do I add a sub-user to the account?

Only the primary user can add a sub-user. If you are not the primary user, please contactthe primary user and request that they set up the sub-user. If you are the primary user, follow the stepsbelow.

1.   Hover on the "Manage Account" tab onthe navigation bar.

2.   Click on "Manage Sub-Users", the lastoption in the drop-down menu.

3.   Click on the "Add New" Button in theright-hand corner.

4.   Input information of the new Sub-User; doublecheck for accuracy, then click 'submit.'

5.   Send an email to the new Sub-user to set uptheir account by clicking on the "New User" tab in the portal.

6.   View “Set up new user” for information on how toset up the new account.

How do I add a sub-user to the account?

How do I adjust a bill?

1.   Click on the statements tab on the navigationbar or on your dashboard.

2.   Click edit next to the statement you'd like toedit and finalize.

3.   Click on the participant's name to show individualizedinformation and add any adjustments. Click edit to submit any adjustments.

4.   Include the reason for adjustment with theappropriate reason code: Cancelled, No Payment, Payment Short, Extra Payment,Leave, Terminated, Other.

5.   Click submit to process changes.

How do I adjust a bill?

How do I change my password?

If you are a current user and wish to change yourpassword, you may do so in the 'manage account' tab.

How do I change my password?

How do I export a list of participants for a specific product?

1.   Go to the “data” tab and click on “products.”

2.   Select the product that you would like for a report of participants and click on the subscriptions button.

3.   The next screen will display all the participants for this product.

4.   In the upper right corner there is a document export button. Click on it and save the list to your computer.

How do I export a list of participants for a specific product?

How do I finalize a bill?

After you are done making adjustments to your statement, Click finalize to pay your bill. You can pay through our fast and secure portal by EFT. Payments will be applied quickly and efficiently.

How do I finalize a bill?

How do I fix a format error?

The system will do up-front check to validate:

-          Requiredfields are populated in the file

-          Fields arepopulated with valid values

-          Fields arepopulated with valid formatting

If errors are indicating line 1 having many errors, please go back to step 3 and ensure that the header/footer boxes are correct compared to the file being uploaded.

Users can refer to the File Layouts to view requirements for successful file upload.

How do I fix a format error?

How do I look up an individual participant?

1.   Under the data tab click on ”participants.”

2.   You can search by name or browse alphabetically.

3.   Select an individual participant to view theirspecific information.

How do I look up an individual participant?

How do I navigate the client portal?

When you login to the client portal you will have a dashboard view with a navigation bar across the top. The dashboard provides a single screen snapshot view of key data arranged in portlets. The navigation bar has drop-down menus for specific areas of the portal. You can either click on the navigation bar or the dashboard portlet to view more detailed information.

How do I navigate the client portal?

How do I set up a new user?

1.   Click on “Client Login” at Paylogix.com.

2.   Click on the "new user" tab.

3.   Enter the email address that is registered with Paylogix and click continue.

4.   Check your email. You will a receive a verification email with your login credentials.

5.   Return to the client login screen and enter with your new login information.

How do I set up a new user?

How do I upload a custom import?

1.   Log on to the client portal.

2.   Go to the “File Utilities” tab.

3.   Then the “Custom Imports” drop-down.

4.   Select file to upload, Excel or fixed-width text file.

5.   If file contains header or footer, check off the relevant box(es).

6.   Click upload button.

7.   If the file is incorrect, the system will display any errors. These must be corrected before uploading again (refer to Format Error section).

8.   When the file is correctly uploaded, an e-mail confirmation is automatically sent to the user.

How do I upload a custom import?

I forgot my login id. How do I recover my login id?

1.   Click on “Client Login” on Paylogix.com.

2.   Click on the "Recover Login" tab.

3.   Enter the email address that is registered withPaylogix and click continue.

4.   Check your email. You will a receive averification email with your login credentials.

5.   Return to the client login screen and enter withyour new login information.

I forgot my login id. How do I recover my login id?

I forgot my password. How do I reset my password?

1.   Click on “Client Login” on Paylogix.com.

2.   Click on the "Recover Password" tab.

3.   Enter the login id that is registered withPaylogix and click continue.

4.   Check your email. You will a receive averification email with your login credentials.

5.   Return to the client login screen and enter withyour new login information.

I forgot my password. How do I reset my password?

My login information is not working, and I can't reset it. What should I do?

If you do not use your account within 90 days, it becomes flagged as inactive. Contact your customer service representative at (888)450-5400.

My login information is not working, and I can't reset it. What should I do?

What do I if I get an error report?

An automated e-mail will notify user if errors were encountered during processing.

If an error report is generated:

-          File was uploaded successfully  

BUT there were one or few records in the file that were not updated/created.

The report will list all errored out records.

**Records that do not appear on list were processed successfully**

Error file will be sent through FTP and can be found on theclient’s associated FTP folder.

What do I if I get an error report?

Where can I see the file transfer history?

Under the “File Utilities” tab, click on file exchange.

Where can I see the file transfer history?

Where do I find billing information?

Billing information for open, unpaid and closed bills isfound under the statements tab.

Where do I find billing information?

Co-op Funding Program

How can I avoid excess fees?

If you would like to avoid the additional charges, you might look for a suitable alternative product from a carrier that participates in the Paylogix Co-op. There are now over 125 products available through these carriers and more are added each year.A up to date list can be found on our website, or by contacting your Broker Relationship Manager.Some brokers choose to pass the fees along to their client. If you choose to do this, please know that you remain responsible for paying Paylogix fees, regardless of any arrangement you make with your client.

How can I avoid excess fees?

What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?

We will contact the carrier on your behalf to request that they join the Paylogix Coop. If they agree to join Co-op, the carrier will cover the fees for their products to beincluded in your client’s Consolidated Billing® service. If the carrier is not interested in participating, we can still function as the TPA and they can still be included in yourclient’s Consolidated Billing® Service. However, the broker will be responsible forcovering the fees.

What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?

When should I consider Single Slot Administration?

When should I consider Single Slot Administration?

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