Month: November 2020

Summit allows TPA users to generate a Certificate of Mailing for documents they plan to download and mail themselves. This feature supports compliance with COBRA regulations, which require TPAs and employers to prove that documents were mailed to participants in a timely manner at their last known address. * Required fields appear in Red To access the Certificate of … Read More >>

Participant Account Balance report is designed to show the year-to-date totals of all types of activity that affect the various balances of a participant’s election. * Required fields appear in Red To access the Participant Account Balance report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Participant Account Balance query pop-up … Read More >>

TPA Cash Report will list all cash management transactions associated with the selected TPA bank accounts within the user-specified date range, providing counts and totals. * Required fields appear in Red To access the TPA Cash Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the TPA Cash Report, a pop-up will … Read More >>

Employer Cash Report will list all cash management transactions associated with the selected employer’s bank accounts within the user-specified date range, providing counts and totals. This report is intended to present a concise view of all money and activity belonging to an employer.  Employer funds could be held in one or more employer bank accounts, … Read More >>

The Premium Billing (PB) Continuation Participant Report allows the user to view participants, by line of service, by division (if applied) for all the employers. This report will provide a status of all participants who elected to continue one or more COBRA, Direct Bill, and/or Retiree coverage. For each participant, the coverage’s Qualifying Event (QE), … Read More >>

PB Active Participant Report will list all participants who are considered to be “Active”.  This will be determined by a combination of Employment Status and Participant Status values, plus whether there is an Active PB Participant Plan. * Required fields appear in Red To access PB Active Participant Report, follow the steps described in the Reporting … Read More >>

Year End Close Out Report will list plan participants for the selected employer(s) and plan year(s), ytd contributions, payments, and remaining balance. * Required fields appear in Red To access Year End Close Out Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Year End Close Out Report query pop-up will … Read More >>

Employer Benefit Plans will list all the benefit plans associated with the selected employers, filtered by plan statuses, linked to default and card-enabled fields. * Required fields appear in Red To access Employer Benefit Plans, follow the steps described in the Reporting | Reports. By clicking “Run,” the Employer Benefit Plans query pop-up will display with … Read More >>

Third Party Payor Invoice report will generate Premium Billing invoice for premiums paid by Third Party. * Required fields appear in Red To access Third Party Payor Invoice, follow the steps described in the Reporting | Reports. By clicking “Run,” the Third Party Payor Invoice query pop-up will display with parameters as follows. Third Party Payor … Read More >>

Participant Plan Election by Plan Name will show elections of all plans in the selected plan years for the selected employers. The list will sort by Plan Name here. * Required fields appear in Red To access Participant Plan Election by Plan Name Report, follow the steps described in the Reporting | Reports. By clicking “Run,” … Read More >>

Participant Plan Election by Participant Name will show elections of all participants who have elected plans in the selected plan years grouped by division for the selected employers. The list will sort by Participant Name. * Required fields appear in Red To access Participant Plan Election by Participant Name Report, follow the steps described in the … Read More >>

The PB Prepayment Register displays a list of payments generated and pending approval on the Process Approval page. * Required fields appear in Red To access the PB Prepayment Register, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Prepayment Register query pop-up will display with parameters as follows. PB Prepayment … Read More >>

PB Mailing – Summary Report will return a list and count of Premium Billing documents with mailed (sent) dates within the reporting period. * Required fields appear in Red To access PB Mailing – Summary Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Mailing – Summary Report query pop-up … Read More >>

PB Mailing – Detail Report will return a list of Premium Billing mailings generated by the system, like Send COBRA Election Form, Send Coupon Book, etc. * Required fields appear in Red To access the PB Mailing – Detail Report, follow the steps described in the Reporting | Reports. By clicking “Run” against the PB Mailing … Read More >>

Participant Balance Due Report will list transactions grouped by the employer, then by the participant, where the transaction has a balance due amount >0. * Required fields appear in Red To access Participant Balance Due Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Participant BalanceDue Report query pop-up will display … Read More >>

PB Qualifying Event Tracking Report will show a list of participants affected by Qualifying Events within the defined date range under the selected employer(s). * Required fields appear in Red To access the PB Qualifying Event Tracking Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Qualifying Event Tracking query … Read More >>

Third Party Payor Invoice (Alternate) report will generate Premium Billing invoice for premiums paid by Third Party. To access Third Party Payor Invoice (Alternate), follow the steps described in the Reporting | Reports. By clicking “Run,” the Third Party Payor Invoice (Alternate) query pop-up will display with parameters as follows. Third Party Payor Invoice (Alternate) … Read More >>

Employer Listing Report will list all the selected employers, employer status, setup complete (yes/no), with filters. The report also provides a summary that contains status-wise employer count at the end of the report. * Required fields appear in Red To access the Employer Listing Report, follow the steps described in the Reporting | Reports. By clicking … Read More >>

Debit Card Participants Report will list all participants and dependents of participants under the selected employer(s) who have a Debit Card with the applied filters. * Required fields appear in Red To access Debit Card Participants Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Debit Card Participants query pop-up will … Read More >>

PB Qualified Beneficiary Report will provide details of participants and dependents, who have one or more benefit plans that are in Qualified Beneficiary Status. Detailed information about each participant plan in Qualified Beneficiary status is also provided in the report. * Required fields appear in Red To access PB Qualified Beneficiary Report, follow the steps described … Read More >>

Payment Breakdown will provide a list of payments with details about each generated payment within the user-defined date range. * Required fields appear in Red To access Payment Breakdown, follow the steps described in the Reporting | Reports. By clicking “Run,” the Payment Breakdown query pop-up will display with parameters as follows. Payment Breakdown Parameters Employers … Read More >>

Expected Contributions By Employer Order By Plan Name Report will list all the expected contributions in the selected date range by employer order by plan name. The list will be sorted by the Plan Name. * Required fields appear in Red To access Expected Contributions By Employer Order By Plan Name Report, follow the steps described … Read More >>

Participant Account History will list transactions that affect the participant’s benefit balance. This report includes Participant (PT) name, PT ID, Plan name, election information, contribution information, claim information, and payment information. * Required fields appear in Red To access Participant Account History, follow the steps described in the Reporting | Reports. By clicking “Run,” the Participant … Read More >>

PB Payments Received Report with Division Option will list all the payments that have been entered into Summit within a user-defined date range, grouped by division (if applicable) for the selected employers. * Required fields appear in Red To access the PB Payments Received Report with Division Option, follow the steps described in the Reporting | … Read More >>

Employer Plan Info will list all the employer plans of the selected employers with its details such as Plan Year Dates, Plan Year ID, Plan Name, Contribution Schedule Name, and Plan Status. * Required fields appear in Red To access Employer Plan Info, follow the steps described in the Reporting | Reports. By clicking “Run,” the … Read More >>

Report on Card Transactions by Posted Date will list all card transactions of participants under the selected employer(s) by its posted dates (received in Summit). * Required fields appear in Red To access Card Transactions by Posted Date, follow the steps described in the Reporting | Reports. By clicking “Run,” the Card Transactions by Posted Date … Read More >>

Participant Coverage will show all plans for an employer, all participants under a plan grouped by division, election amount, participant and employer contributions, contribution schedules, etc. * Required fields appear in Red To access Participant Coverage, follow the steps described in the Reporting | Reports. By clicking “Run,” the Participant Coverage, query pop-up will display with … Read More >>

Third-Party Payor Invoice By Division (Alternate) report will generate a Premium Billing invoice for premiums paid by Third Party in divisions. * Required fields appear in Red To access Third Party Payor Invoice By Division (Alternate), follow the steps described in the Reporting | Reports. By clicking “Run,” the Third Party Payor Invoice By Division (Alternate) … Read More >>

Report on Participant Listing Simple will list participants with their details for the selected employers. * Required fields appear in Red To access Participant Listing Simple Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Participant Listing Simple query pop-up will display with parameters as follows. Participant Listing Simple Parameters Employers … Read More >>

Settlement Transactions Report will list all the settlement transactions in the selected date range for the selected employers. The list will sort by Settlement Date. * Required fields appear in Red To access the Settlement Transactions Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Settlement Transactions query pop-up will display … Read More >>

Debit Card Reconciliation With Plan Allocation Report will show debit card settlement (funding) transactions, card swipes that yielded the calculated settlement amount, and the plans/years to which transactions were applied. * Required fields appear in Red To access Debit Card Reconciliation With Plan Allocation Report, follow the steps described in the Reporting | Reports. By clicking … Read More >>

PB Termination Report will list all Premium Billing Coverages which have been terminated, various relevant dates, termination reasons, etc. * Required fields appear in Red To access the PB Termination Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Termination Report query pop-up will displayed with parameters as follows. PB … Read More >>

Claims History will list all the claims that match the report parameters, showing various data elements of the claim. * Required fields appear in Red To access Claims History, follow the steps described in the Reporting | Reports. By clicking “Run,” the Claims History query pop-up will display with parameters as follows. Claims History Parameters Employers … Read More >>

Pending Payments Report will list payments ready for check or ACH generation. To access Pending Payments Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Pending Payments query pop-up will display with parameters as follows. Pending Payments Parameters Employers – This multi-selector dropdown list will auto-populate with all the employers … Read More >>

Debit Card Reconciliation Report will show debit card settlement (funding) transactions and card swipes that yielded the calculated settlement amount. * Required fields appear in Red To access Debit Card Reconciliation, follow the steps described in the Reporting | Reports. By clicking “Run,” the Debit Card Reconciliation query pop-up will display with parameters as follow. Debit … Read More >>

Participant Plan History will list participants with their elected plans. It will also show an additional record under each plan for every time the plan was edited. * Required fields appear in Red To access Participant Plan History, follow the steps described in the Reporting | Reports. By clicking “Run,” the Participant Plan History query pop-up … Read More >>

Enrollment Report will list Participants within an employer who have or have not enrolled for an upcoming plan year for CDH plans. * Required fields appear in Red To access the Enrollment Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Enrollment Report query pop-up will display with parameters as follows. … Read More >>

Balance Due Total Report will list the balance due amount of participants under the selected employer(s) with fields such as Employer, First Name, Last Name, Plan Type Description, and Eligibility Date. * Required fields appear in Red To access Balance Due Total, follow the steps described in the Reporting | Reports. By clicking “Run,” the Balance … Read More >>

Administrator Default Plans provides a listing of all the default plans, identified as currently in use by employers, and whether it is a card-enabled plan or not. * Required fields appear in Red To access Administrator Default Plans, follow the steps described in the Reporting | Reports. By clicking “Run,” the Administrator_Default_Plan query pop-up will display … Read More >>

CDH Invoice report will generate invoices on a monthly basis. The TPA has the ability to select to create reports for months and years. * Required fields appear in Red To access the CDH Invoice, follow the steps described in the Reporting | Reports. By clicking “Run,” the CDH Invoice query pop-up will display with parameters … Read More >>

ACH Reimbursements Pending Participant Banking Information will list claims identified as Pay by ACH that can’t be paid because the participant’s banking information is not present in Summit. * Required fields appear in Red To access ACH Reimbursements Pending Participant Banking Information, follow the steps described in the Reporting | Reports. By clicking “Run” against the … Read More >>

Contribution History by Participant will show elected plans, individual contributions per contribution date for each plan, contribution totals, etc., of all participants grouped by division under the selected employer(s) within the selected date range. * Required fields appear in Red To access the Contribution History by Participant Report, follow the steps described in the Reporting | … Read More >>

PB Invoice Report will show the invoice for COBRA, Retiree, Direct Billing, and administration within the selected date range for the selected employers. To access the PB Invoice, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Invoice query pop-up will be displayed with parameters as follows. PB Invoice Parameters … Read More >>

Expected Contributions By Employer Order By Participant Name Report will list all the expected contributions in the selected date range by employer order by participant name. It will be sorted by the Last Name, First Name of the participant. * Required fields appear in Red To access the Expected Contributions By Employer Order By Participant Name … Read More >>

Receipt Distribution Report will produce a listing of all participants who submitted receipts in the specified timeframe, shows how the receipts were applied, subtotal the receipts by division (if applied), by the employer, and then provide an overall sum of the totals (sum of all employer totals). * Required fields appear in Red To access the … Read More >>

Participant Listing Report will list all the Participants that match the user-defined filters. The user has several filter options to refine the report results, including Participant Status, Employment Status, and various date range options. * Required fields appear in Red To access Participant Listing Report, follow the steps described in the Reporting | Reports. By clicking … Read More >>