EDI Basics
What does EDI stand for?
Electronic Data Integration
What is the minimum number of employees needed for Classic HSA EDI enrollment?
Usually 500, but exceptions may apply.
What funding method is required for Classic EDI contribution files?
EFT (Electronic Funds Transfer)
What should you check first if a file upload fails?
The file name and required fields.
Can a client have both a partner EDI file and a direct PSF EDI file?
Yes, if the member groups don’t overlap and they monitor carefully.
How are EDI files sent to HealthEquity?
By FTP
Who must be assigned for large Classic FSA/HRA EDI enrollments?
An SDM (Service Delivery Manager)
Where do you upload manual PSF files in V5?
The Files tab
What is the “freeze period” for EDI enrollment files?
October 15 to January 16
If a client is an ADP partner, do they need to meet minimums for HSA EDI?
No, all ADP partner clients can have HSA EDI files.
What is the main difference between EDI files and manual files?
EDI files are sent automatically by a vendor; manual files are uploaded by people using Excel templates.
If a client has less than 500 eligible but more than 100 enrolled, what can they do?
Ask for a leadership exception for EDI enrollment.
What does “Posted” mean for a PSF file?
The file was processed and records were added to the system.
If basic troubleshooting doesn’t work, what’s the next step?
Create a SNOW ticket for help.
What should you do if a client wants to switch from a partner file to a direct file?
Work with the client and PRM/PSA to update contracts and plans.
What does the date format YYYYMMDD in a file name usually mean?
The file was sent by EDI (FTP), not manually.
What is the rule for ADP partnership clients and HSA EDI files?
No minimum threshold; all ADP clients can have HSA EDI files.
If a client uses checks or wires for funding, what must they do before EDI?
Switch to EFT funding.
What is the “freeze period” for EDI payroll contribution files?
November 15 to December 15
What is the rule for Fifth Third Bank reseller clients and EDI enrollment?
Reseller clients cannot have EDI enrollment files; migrated clients may if they meet requirements.
What form must be completed to start an EDI setup?
The PSF Intake Form
If a client has multiple Salesforce records, what should you do before starting EDI?
Search by client name/email domain and merge duplicate records.
If a client is using AutoFunding or Assumed Funding, what is the best practice before switching to EDI?
Wait until the next plan year to avoid messy year-to-date adjustments.
If a client’s file is rejected due to missing required fields, what should you do?
Correct the missing fields and resubmit the file.
If a client has multiple active direct HSA plans, what must they do before EDI?
Consolidate employees onto a single plan before starting EDI.