Employer Card Block provides an option to block all cards for an employer so that the user can easily prevent access to cards for all participants of an employer as necessary. Access to the Employer Card Block screen is tied to the “Employer Card Block” role permission under Receipt Management access. Users with Read/Update access … Read More >>
The following is a list of the various Email Notifications in Summit that can be configured by users and where the system one can find them. TPA Administrator Settings | Online Enrollment | Online Enrollment Administrator Settings | Online Enrollment | Election Changes Plan Default Settings | Reimbursement Settings | Communications Default Card Settings | … Read More >>
The Communications Templates page allows users to view and configure the subject line and content of Report Repository File Completion notifications. The following merge fields are available for inclusion in the body of the communication: Users are able to choose between TPA notifications and Employer notifications on the Templates page. If the user selects Employer … Read More >>
The My Comm subpage of Communications allows users to indicate whether or not they want to receive Report Repository File Completion notifications. This page includes a grid with the following columns:
The Entity Comm page allows users to indicate whether or not to send Report Repository file completion notices to individuals of selected entities. This page includes a radio button toggle that controls whether the communications rules being applied are TPA-level or for a specific Employer. If Employer is selected, a single-select employer dropdown will appear, … Read More >>
The Report Repository sub-page of the Communications module allows users to search for and view TPA’s Summit-generated report and export files that have been designated to be sent to the Report Repository. Users are able to filter query results by whether the file is TPA(multi-employer) or for a single Employer, by Date Range, Report/Export Name, … Read More >>
The Communications | General Settings acts as a centralized location in Summit for users to configure the general settings for email communications. These settings may be configured generally for all employers linked to the TPA defaults or for a single employer by selecting that employer from the Employer selector. This page contains a grid with … Read More >>
The Communications subsection of Settings is a centralized hub for communications generated by Summit. In addition to being able to configure general communications settings, from this page users can view the Report Repository to which reports designated to do so will be stored for future retrieval, and they may view, upload, and configure user-uploaded files … Read More >>