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Avionté ACA - Checklists

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Use these checklists to ensure ACA processing is on track for end of the year reporting.

 

 

 

Weekly Checklist

 

Action

ACA Guide Link

 

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)

ACA Guide - Admin Tools
 

Run ACA Companion Census AQ and review results

ACA Reports

 

Read Avionté Tip of the Week email for ACA updates

Avionté Tip of the Week Archive

Avionté Tip of the Week Signup

 

 

 

Periodic Checklist

 

Action

ACA Guide Link

 

Review existing Transaction Types to ensure service hours are “IncludeinACAHours

ACA Guide - Admin Tools
 

Review existing Transaction Types for “UnitsToHoursMultiplier” property

ACA Guide - Admin Tools
 

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

ACA Guide - Admin Tools
 

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

ACA Reports
 

Review Avionté ACA resources

ACA Directory

 

Review Avionté  ACA Best Practices

ACA Guide - Best Practices

 

 

 

Year-End Checklist

 

Action

ACA Guide Link

 

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

ACA Import

 

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

Insurance Plan

Benefit Package

 

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

ACA Reports

 

Run ACA Companion Census AQ and do 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

 


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