Users can initiate transactions like Online claims, withdrawals, Repayment of the balance due, pay a premium, and Vault Claims via the Participant Portal. * Required fields appear in Red Online Transactions The Online Transactions section will display for all participants, but the verbiage displayed will depend on the participant’s plan type : From this screen, the … Read More >>
Users can enter an expense (like a claim) or upload the associated receipt or EOB and store it in the system via the Claims Vault. Claims submitted to the Claims Vault can be reimbursed at any later time and will not be visible to the TPA in the main application. * Required fields appear in Red … Read More >>
Nondiscrimination Testing is a value-added feature that enables TPAs and Employers to verify whether their benefit plans comply with discrimination policies. Plans falling under various sections of the IRS tax code must meet Nondiscrimination mandates. These policies generally ensure that a plan does not favor highly compensated and key employees over other employees. To access Nondiscrimination … Read More >>
The Process Renewals module allows users to process the renewal of participant enrollments and employer plans. This screen will be disabled and hidden for Premium Billing-only TPAs. To access Process Renewals, Employer Plan Renewal Users can create a new plan year for one or more employer plans simultaneously using the Employer Plan Renewal tool. You can search for plans … Read More >>
This is a subtab of the Employer Central page where the user may enter notes that are specific to the Employer. From this page, the user may view, edit, or delete an existing note or add a new note. Employer users will not have the ability to add, edit, or delete notes on this tab, … Read More >>
Employer Central is where Employer related information, such as Demographics, Benefit Plans, Health Plans, etc., is entered, displayed, and may be viewed or modified in Summit. Here, users can add or view and edit employer information. * Required fields appear in Red To access Employer Central, Add Employer If the user wants to create a new … Read More >>
The Summit Home Screen is the landing page users see after logging into the system with their credentials. From this home page, users can view any pending News and Alerts and navigate to other sections of the system. Accessing the Summit Home Screen The Summit Home Screen will appear as shown in the image, welcoming the user. … Read More >>
Advanced Plan Designs allows you to configure a number of settings that have bearing on Administrator-level plan design defaults at a global level without necessarily having to put these settings in place while creating the plans themselves. The Advanced Plan Designs module of Summit includes set up sections for the following (for more in-depth information, … Read More >>