While a single Third Party Payor (TPP) receipt can be applied to a participant’s billing, Summit is also able to apply a TPP receipt to multiple participants via Bulk Receipt Processing. Bulk receipt entry is available for the Third Party Payor functionality on the Employer Central Premium Billing Tab. This allows the user to add … 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 >>
Coverage Levels/Tiers Tier Group – Available tier groups will be displayed for selection from this dropdown. This dropdown will pull Tier Groups and Tier Definitions from those configured in Advanced Plan Designs | Tier Groups/Definitions. By default “None Selected” will be selected. If a tier has been selected and information has been populated in the … Read More >>
Employers can be viewed, modified, or added from the main screen of Employer Central. Once an Employer has been selected from the Employer Central screen, the Employer’s Primary Demographic information and Active Plans information will display at the top of the page with the different Employer tabs below. The Demographics tab will be open by … Read More >>
The Premium Billing tab of Employer Central allows for the setup of premium billing information at the employer level, including the setup of banking information, subsidies, and Third-Party Payors. Here, the employer may be associated with an administrator-level template or assigned settings that may deviate from those templates and how those settings will apply for … Read More >>
Users are able to create, view, and modify employer-level benefit plans from the Employer | Benefit Plans tab. To configure Employer-level benefit plans: Adding a Plan The user can create new Benefit Plans, using the +Add Plan link. For information on adding employer plans, see: Group Plan Administration Summit users are able to select a … Read More >>
Summit allows users to add CDH plans at the employer level. A consumer-driven health plan is a health insurance plan that allows employers, employees, or both to set aside pre-tax money to help pay for qualified medical expenses not covered by their health plan. CDHPs are linked to health savings accounts (HSAs) and integrated health … Read More >>
Summit allows TPAs to designate Acceptable merchant locations, other than Transit or 90% Pharmacy, as “Acceptable Locations” by Merchant ID. The Debit Card authorization process may utilize a specific list of Merchant IDs categorized as Acceptable Locations to a specific Summit plan. The Acceptable Locations Merchant ID list may be used to authorize transactions from … Read More >>
To access Plan Details/Add Rates UI: Each line on the list grid will have a Plan Year [CDH], Rates [Premium Billing], or Plan Year/Rates [CDH and Premium Billing] link. For CDH Employers Clicking the “Plan Year” link will open the Plan Details modal of the selected benefit plan. This page includes the following fields: Associated Plan Years In this section, the … Read More >>
Users are able to create Plan Year Defaults for Plan Years which may be associated with benefit plans set up at the Employer Level on the Benefit Plans Tab. * Required fields appear in Red When clicking the +Plan Year link on the Benefit Plans tab, you are able to create new Plan Year Defaults which … Read More >>
Summit Premium Billing is developed with the functionality of allowing participants to elect coverage for all benefit plan types. Summit can bill the participant, handle remittances, and generate events and notifications for the elected coverages, using the COBRA, Retiree, and Direct Bill. In order to add a Premium Billing plan to the participant, these plans … Read More >>
* Required fields appear in Red Add New Carrier The Add Carrier link on the Premium Billing tab of the Add Plan modal will open an Add Carrier popup modal that will allow you to configure settings for the carrier to be associated with the premium billing plan. Demographics Administration Contacts If the user wishes to … Read More >>
Summit allows for TPAs/employers to issue employee participants and their covered spouse/dependents debit cards that are linked to their plan benefits for easy access to their plan dollars. The Cards tab of Employer Central allows you to enable an Employer for card issuance and processing and also associate them with card settings and a Card … Read More >>
The Demographics tab of the Employer Central allows for the input of basic address information and other vital statistics and information pertaining to the employer that is not covered in the Primary Demographic information. * Required fields appear in Red Summit will default to the Demographics tab when a user accesses Employer Central and selects an … Read More >>
Employer Division, Location, and Union creation or modification are done through Employer Central. These details can be created either through wizards or manually. This is an optional step whereby the TPA may indicate if there are any divisions or locations or Unions of an Employer, as well as whether or not processing and configurations and … Read More >>
Summit allows users to manage and configure Health Plans for Employer Groups. Users can create, edit and view Employer Health Plans and link participants with the health plans created in Summit. The “Health Plans” tab is located between the “Cards” and “Premium Billing” tabs in the Employer Central page. * Required fields appear in Red To … 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 >>
Schedules are pre-defined processes that are used to generate or post Contributions, Remittances, Premium Auto Drafts in batches or to create billing for Direct Bill Premium Billing coverages. The Schedules tab consists of a Contribution Schedules section, a Remittance Schedules section, a Premium Auto-Draft Schedules section, and a Billing Schedules section. A user can add, … Read More >>
Summit allows the user to enter Employer details by two ways – Manually and via the Wizard. Employer Central Wizard allows the user to enter and save various Employer details such as Demographics, Employer Settings, Benefit Settings, Card Package and Alerts. The wizard is designed to help the user easily set up a new Employer … Read More >>
Summit users are able to select a plan and move all participants from one or more selected tiers of the plan to another tier of the same plan and plan year (if applicable). This allows users to effectively apply participant plan edits and select a new tier with an effective date to all participants of … Read More >>
Sum Multiple Tiers is a pricing method where the pricing of a benefit is determined by the selection of specific tiers assigned to a participant and dependents rather than a single tier encompassing the participants and their dependents. The Add Plan UI and Edit Plan UI include a Sum Multiple Tiers option. Users will be … Read More >>