Section A
Section B
Section C
Section D
Section E
100

What is MCC

Merchant Category Code

100

EE enrolls in HDHP > ER uploads demographic & enrollment info in the ER Portal > HSA is opened & EEs receive debit card and welcome kit package in the mail

This is Portal Enrollment File Upload AKA Auto-Enroll

100
One of the requirements include supporting our standard file format and PGP (Pretty Good Privacy) encryption 

SFTP

100
The money is frontloaded and available day 1 of your plan year when it comes to HCFSA and DCFSA, what is this called?

Uniform Coverage Rule

100

What is required when the ER provides the # of EEs they have and of them how many are BE?

We select BE Updated 2026 EE#100 BE#95 and navigate to the Benefit Eligible Tracker to document.

200

What is AA

Auto-Approval
200

ER enrolls EE individually in HSAs using the Click New EE link in the ER Portal manually > HSA opens and the DC and WK package goes out in the mail.

Direct Entry
200

Where can you see if an Agent/Broker is tied to an ER group in WEX Health?

UDF - User Defined Fields

200

Hold Harmless Agreement

This is required when ERs want claims auto substantiated for $100 or less.

200

True or False. BPID = AIN

Yes the business partner ID is the agent identification number

300

Request Tab

Portal File Upload with Clearing Account

300
When the contact is a Benefit Administrator, they will have what field available for contributions in the ER Portal?

The Request Tab AKA Portal File Upload with Clearing Account

300
Everyone works for the same company, but there are different sections, what do we call these sections?

Divisions

300
When we say PHI what does that mean?

Protected Health Information

300

True or False: EIN = FED ID

Yes, Employer Identification Number is the Federal Identification number

400

SFTP

Secure File Transfer Protocol, both an enrollment and contribution method.
400

I'm a system that allows you to view checks, applications, and paper forms sent by an EE

Identifi

400

With FSAs > Use-it-or-Lose-it rule, if you lose the money who gets it?

It's forfeited back to the employer

400

Linking the caller in Salesforce has points associated with it

True, on the QM scorecard it appears as identification.

400
What is ABAY?

Academy Bay it's the period you enter after training for preparedness with the BU

500

Auto-Enroll

Portal Enrollment File Upload

500

I am where documentation takes place when speaking with a broker or agent

BR Admin

500
What does DRAPTS stand for?

Date - Recipient - Amount - Provider - Type of Service & Signature

500

Use this at the close of the interaction to identify the reason for outreach.

Disposition Tracking

500

What is the SAMPLING period?

These are the months provided to allow new comers to adjust to interaction handling without the scores counting towards performance.

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