What is MCC
Merchant Category Code
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
SFTP
Uniform Coverage Rule
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.
What is AA
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.
Where can you see if an Agent/Broker is tied to an ER group in WEX Health?
UDF - User Defined Fields
Hold Harmless Agreement
This is required when ERs want claims auto substantiated for $100 or less.
True or False. BPID = AIN
Yes the business partner ID is the agent identification number
Request Tab
Portal File Upload with Clearing Account
The Request Tab AKA Portal File Upload with Clearing Account
Divisions
Protected Health Information
True or False: EIN = FED ID
Yes, Employer Identification Number is the Federal Identification number
SFTP
I'm a system that allows you to view checks, applications, and paper forms sent by an EE
Identifi
With FSAs > Use-it-or-Lose-it rule, if you lose the money who gets it?
It's forfeited back to the employer
Linking the caller in Salesforce has points associated with it
True, on the QM scorecard it appears as identification.
Academy Bay it's the period you enter after training for preparedness with the BU
Auto-Enroll
Portal Enrollment File Upload
I am where documentation takes place when speaking with a broker or agent
BR Admin
Date - Recipient - Amount - Provider - Type of Service & Signature
Use this at the close of the interaction to identify the reason for outreach.
Disposition Tracking
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.