ACA Checklists

Provide Notice of Exchange to new hires (available as an Avionté E-Doc)

ACA Guide - Notice of Health Exchange

Determine employee ACA Eligibility status upon new hire/assignment

ACA Eligibility

Monitor ACA Full Time W/o Offer counter for full time employees that may need an insurance offer

ACA Counters

Offer insurance and document enrollments and declinations in ACA Companion

Employee Plan Details

Document dependent insurance coverage (if applicable)

Employee Plan Details

Identify and resolve any employee sync errors that may occur from the core application to the ACA Companion

Fix Sync Errors

Update enrollment and declination end dates in ACA Companion as employees terminate

ACA Counters

Employee Plan Details

Start and end assignments with accurate end dates; correct as needed

ACA Guide - Best Practices

Enter in ACA Admin Fees (if applicable)

Run ACA Companion Census AQ and review results

ACA Reports

Read AviontéBOLD Bulletin Newsletter (formerly Tip of the Week) email for ACA updates

Avionté Tip of the Week Archive

Subscribe to the BOLD Bulletin

Review existing Transaction Types to ensure service hours are “IncludeinACAHours

Review existing Transaction Types for “UnitsToHoursMultiplier” property

Review existing Transaction Types to ensure ACA plans are marked “IsHealthcare”

ACA Guide - Admin Tools

Update Notice of Exchange E-Doc properties if your plan changes

ACA Guide - Notice of Health Exchange

Import enrollment & decline data from insurance providers (if applicable)

ACA Import

Complete employee overrides for Lines 14,15,16 (if needed)

1095-C Part II Overrides

Review Performance Codes for “CountAsAssigned” = False

Activate ACA DRMs

ACA Guide - Admin Tools

Give new users access to ACA Eligibility tab, counter, and reports as needed.

ACA Guide - Admin Tools

Edit ACA Admin Fees, if changing

ACA Guide - Admin Tools

Process invoice corrections for ACA Admin Fee, if needed

ACA Guide - Admin Tools

Run ACA Companion Census AQ and review results

Review Avionté ACA resources

ACA Directory

Review Avionté  ACA Best Practices

ACA Guide - Best Practices

Import Year-End enrollment & declination data & dependent information from insurance providers (if applicable)

ACA Import

Review insurance plan and benefits packages set up in the ACA Companion; make any necessary changes

Insurance Plan

Benefit Package

Run Employee Insurance Offers AQ to verify the entry of insurance offers, enrollments, and declinations

ACA Reports

Run ACA Companion Census AQ and do a final verification of employee eligibility

ACA Reports

Generate data in Report Preparation in the ACA Companion

Report Preparation

Run your 1095-C forms

ACA Reports

Audit 1095-C reports; review Line 14,15, and 16.  Also, review Part III, if self-insured plan.

1095-C General Information

1095-C Code Population Guide

Make 1095 corrections as needed (employee data, properties, employee overrides, etc.)

1095-C Troubleshooting

1095-C Part II Overrides

Insert declinations (if needed)

Declination Export AQ

Regenerate data in Report Preparation and re-run 1095-C report; repeat as needed

Report Preparation

Mail 1095-C forms to employees as required by the IRS (in house or through a vendor)

Using Vendors for ACA Reporting

File IRS copies of 1094-C & 1095-C as required by the IRS

Greenshades Guide - 1094-C