Summit User’s Guide by Category (based on the menu structure within Summit)
Summit allows users to configure premium billing plan default settings on this page. Users can set rate expiration alerts and view, modify, and create Employer Templates from this screen. To access Premium Billing Default Settings: Premium Billing Default Settings The Premium Billing Default Settings page is divided into two subsections. They are Rate Expiration Alert … Read More >>
Summit allows a user to enter bank account information at the TPA and employer levels. The account identifies the bank account payments that have been remitted from a TPA’s bank account to a coverage payee. Summit is able to notify the TPA that a remittance schedule has been run and is ready to download. To … Read More >>
The Banking/Checking tab allows the user to select an existing remittance bank account or add and select a new remittance bank account. * Required fields appear in Red To access Remittance Settings | Banking/Checking, Banking/Checking The Banking/Checking tab is selected by default and contains three sections: General Operating Account The General Operating Account section of the … Read More >>
Schedules are arrangements that define when certain processes must be carried out, including a list of events and times. Users can add, edit, and view created Remittance Schedules in the Schedule tab of the Premium Billing | Remittance Settings page. * Required fields appear in Red To access Premium Billing Remittance Schedules, The Premium Billing Remittance … Read More >>
Sum Multiple Tiers is a pricing method where the cost of a benefit is determined by the selection of specific tiers assigned to a participant and their dependents, rather than a single tier encompassing both. The Add Plan UI and Edit Plan UI include a Sum Multiple Tiers option. Users can add and remove rate … Read More >>
Summit produces an array of PDF documents throughout the day, ranging from Reimbursements and Remittances to Premium Billing event communications, receipt requests, and more. Summit provides TPA users with a centralized view where they can review, pause, and remove Premium Billing Communications before they are processed. TPA users can: The documents display based on the … Read More >>
Processing covers a wide range of activities within Summit. Most administrative tasks that fall outside the scope of setting up entities and plan design are included under the umbrella of processing. Processing tasks include manual claim entry and processing, importing and exporting, handling enrollment, and much more. The Processing subpages can be accessed from the … Read More >>
The Batch Transaction Entry screen allows the user to enter multiple transaction records in batches for processing. This screen will be disabled and hidden for CDH-only TPAs. To access this screen: The Batch Transaction Entry screen will display as shown below: Transaction Type – This dropdown allows the user to select the type of transaction … Read More >>
Cash Management is used to track balances and funds moving in and out of associated bank accounts in Summit. This module tracks deposits and debits from real bank accounts. In the Cash Management module, the TPA can: * Required fields appear in Red To access Cash Management, Cash Management Cash Management transactions can be searched using … Read More >>
A deposit slip is a form that is used to itemize the checks and cash being deposited into a bank account. The form includes the name on the account, the account number, the amount of each check being deposited, and the amount of any bills and coins being deposited. The TPA user may occasionally need … Read More >>
The purpose of Data Exchange is to facilitate the secure exchange of data between Summit and third-party systems via the Integration Manager. It supports integration with payroll systems, online enrollment platforms, custodial systems, and more—using SFTP and/or manual file uploads and downloads through the Integration Manager user interface. TPAs and Partners can use flexible mapping … Read More >>
One of the features of Summit’s Data Exchange is the ability to export a wide array of data using user-defined templates and reports. To access Data Exchange | Exports, The Exports tab displays a grid of all exports you have configured. The grid includes: By default, inactive exports (those without the Active checkbox selected in … Read More >>
Summit’s Data Exchange feature allows for the import and export of a wide range of files and data, importing data into Summit and exporting Summit data in assorted output formats. The File History tab allows you to view and download files that have been processed through Data Exchange. If you have not configured an FTP … Read More >>
The configuration of your FTP information for Data Exchange is done on the FTP Details tab. Entities such as TPAs that wish to exchange data with Summit via SFTP will work with the DataPath Implementation team to configure the settings on this tab. You can choose whether you want to push information to Summit or … Read More >>
The Imports/Responses of the Data Exchange page allows you to schedule file imports and map each file to the applicable Summit File Type. For example, if the file to be imported is a participant/employee census file, you would select the Demographic File Type. You can then add any desired additional data elements (beyond the required ones) … Read More >>
While Summit allows for scheduling of import files through Data Exchange, there may be times when you need to run an import immediately. The Process On Demand tool enables you to upload and process an import file at any time. To access Process On Demand, Process On Demand From the Process On Demand interface, you can manually upload an … Read More >>
* Required fields appear in Red Summit offers extensive reporting capabilities as part of its data output functionality through Data Exchange. Unlike standard exports—which typically provide raw data for use in other systems, data validation, and similar tasks—reports are designed for human readability. They present the requested data in a structured, user-friendly format and can also be … Read More >>
Summit can output large volumes of data, files, and reports through Data Exchange to support your administrative needs. In addition to exporting data on demand, Summit allows you to schedule data exports. One of the key tools in Data Exchange is the ability to create and manage a wide range of schedules. You can associate different reports and data … Read More >>
Summit can produce files that are made available to TPAs on the File Fulfillment page. These files can be manually downloaded and sent to the TPA’s bank (e.g., Check/ACH files) for processing and participant reimbursement. The objective of DataPath File Fulfillment is to provide TPAs with a way to utilize DataPath’s banking partner for the automated processing of files—eliminating the need for manual … Read More >>
* Required fields appear in Red The system can produce ACH files that are made available to TPAs on the File Fulfillment page. These files can be manually downloaded and sent to the TPA’s bank for processing and participant reimbursement. The objective of DataPath File Fulfillment is to provide TPAs with a way to utilize DataPath’s banking partner for the automated processing of ACH … Read More >>
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 >>
* Required fields appear in Red Summit can generate Check files that are made available to TPAs on the File Fulfillment page. These files can be manually downloaded and sent to the TPA’s bank for processing and participant reimbursement. The goal of DataPath File Fulfillment is to enable TPAs to use DataPath’s banking partner for automated processing of Check files—eliminating the need for manual … Read More >>
Summit generates a variety of PDF documents throughout the day, including reimbursements, remittances, premium billing event communications, receipt requests, and more. To manage these documents, Summit provides TPA users with a centralized interface where they can review, pause, or remove Premium Billing Communications before they are processed. From this interface, TPA users can: These actions can be performed before the … Read More >>
The On Demand Notices page allows users to generate various participant communications on demand, including: ⚠️ Access Requirement: TPA users must have a role with Premium Billing access and the On Demand Notices feature enabled. * Required fields appear in Red To access On Demand Notices, The On Demand Notices page will appear as shown below. TPA – This dropdown selector is available only to … Read More >>
The Process Approvals section allows the user to view, approve, or reject various processes that require manual approval. These include ACH Returns, Contributions, Document Fulfillment, Election Changes, Events, Missing Information, Partner Messages, Premium Auto-Drafts, Online Enrollments, Reimbursements, Remittances, and Unapplied Receipts. * Required fields appear in Red To access Process Approvals, Process Approvals The Process Approvals screen displays … Read More >>
The Process Approvals | Remittances interface allows users to approve or decline Premium Receipts or Premium Fees that require manual approval. Premium Receipts or Premium Fees processed through Manual Remittance Schedule or On-Demand Remittance will appear in the Process Approvals | Remittances UI. Items processed through the Automatic Remittance Schedule will not appear in this interface. * Required fields appear in Red To access Remittances: Remittances When the user selects Remittances as the Process Type , the … 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 >>
The Employer Plan Renewal page allows users to quickly and easily create a new plan year for one or more employer plans simultaneously. Users can apply filters to narrow down the list of employers or plans they want to view and then make changes to individual plan details as needed. To access Employer Plan Renewal, Employer Plan … Read More >>
The Participant Enrollment Renewal section is used to update and renew enrollment elections for participants. It allows users to review multiple participant enrollment elections on a single screen, make necessary changes, and renew those elections for the upcoming plan year. Users can apply filters such as Employer, Division, Plan Type, Plan Name, and Status to narrow down the list of participants displayed. To … Read More >>
The Transaction Entry screen of Summit’s Processing module allows the user to enter a wide variety of transactions pertaining to a participant’s benefit plans or accounts. This screen will be disabled and hidden for Premium Billing-only TPAs. If the user is a CDH+PB TPA user with access to this screen, no transactions may be entered … Read More >>
Contribution Returns provide TPAs the ability to retroactively correct HSA contribution errors. This includes specifying the source of the contribution, the contribution date, the applicable Tax Year, and the amount to be returned. * Required fields appear in Red To perform a Contribution Return, Contribution Return When Contribution Return is selected from the Transaction Type dropdown, the claim entry screen … Read More >>
Sometimes there will be a need for TPA to put funds into a Participant’s account for reasons not specifically associated with a transaction in an Ineligible or Expense Denied status. In this case, the system will allow the user to select a Claim Type called Credit. * Required fields appear in Red To access Credit, Credit … Read More >>
Manual Claims may be entered for participants for reimbursement from the Processing | Transaction Entry page by selecting the Manual Claim transaction type. This page outlines the process for entering Manual Claims in Summit. * Required fields appear in Red To enter a Manual Claim, Manual Claim When the user selects Manual Claim as the transaction type, the … Read More >>
* Required fields appear in Red During the process of entering a manual claim for a participant, you may find that you need to add a new dependent for the participant who has not yet been entered in the system. You may add dependents to the participant from the Manual Claim entry process by clicking the … Read More >>
* Required fields appear in Red When entering manual claims for participants or dependents, the claim is linked to a provider entity from the list of providers available in the Provider dropdown. In cases where the provider for the claim does not exist in Summit, you can create a new provider during the manual claim entry … Read More >>
Manual Contribution allows users to manually enter contributions, either positive (adding money) or negative (removing money), outside of a contribution schedule. * Required fields appear in Red To access Manual Contribution: Manual Contribution If Manual Contribution is selected from the dropdown list, the system will present the user with a manual contribution entry screen. This screen will allow the … Read More >>
TPAs can manually enter Plan Repayment transactions. A Plan Repayment is applied to specific ineligible/expense denied transaction(s). A Plan Repayment may not apply more money to the plan than what was taken from the plan by the ineligible/expense denied transaction(s). When the Plan Repayment is applied to the transaction, the repayment increases the balances of the plan(s) to which the claim was applied. … Read More >>
Removal of Contribution provides the TPA the ability to correct HSA contribution amount mistakes retroactively. This includes identifying the source of the contribution(s), the date(s) on which the contribution(s) was made, the tax year to which the contribution was applied, and the amount to be returned. The correct information will be sent to HSAToday to facilitate … Read More >>
The Return of Withdrawal is a type of contribution that decreases total distributions but does not affect total contributions. It increases the available balance of the account, and once fully posted, it increases the disbursable balance as well. * Required fields appear in Red To access Return of Withdrawal, Return of Withdrawal When the user selects Return of Withdrawal as … Read More >>
Some plans (typically an HSA) allow participants to request a distribution of funds from their plan without the need to justify the expense or submit receipts. This transaction type is known as Withdrawal. It is similar to a manual claim. When a withdrawal is entered, it reduces the balance of the participant and results in a … Read More >>
The Transaction Review section allows users to review and approve or deny transactions that have been manually entered or created via debit card swipes. Additionally, users can review documentation that has been uploaded to substantiate claims and assign images sent via Summit Zip-Line™ to claims. This screen will be disabled and hidden for Premium Billing-only TPAs. To … Read More >>
The Carrier Claims page allows users to view imported carrier claims to easily determine if the imported claims were matched to an existing card transaction in Summit or, if necessary, manually match the claim to the transaction. * Required fields appear in Red To access Carrier Claims, Carrier Claims When the user selects Carrier Claims from the Transaction Review dropdown, the following fields … Read More >>
One of the primary functions of Summit is processing claims submitted by participants of CDH plans for reimbursement from their plan purses. Summit allows participants to use debit cards to access their accounts. Through the Debit Card tab of the Transaction Review page, the TPA can view and adjudicate all pending debit card transactions. * Required fields appear in Red … Read More >>
One of the primary functions of Summit is processing claims submitted by participants of CDH plans for reimbursement from their plan purses. Summit has been designed to allow for the entry of Manual Claims (distinct from claims created by Debit Card transactions) via Summit’s transaction entry processes or by import. Processing | Transaction Review allows users … Read More >>
The Unassigned Images tab allows TPA users to review received image files/documentation and assign them to claim transactions. Options available here include: Only TPA users for whom the Summit Zip-Line™ EDM Feature Access is selected can access the Unassigned Images tab. * Required fields appear in Red To access Unassigned Images, Unassigned Images When users select Transaction Review > Unassigned Images, the following fields will … Read More >>
The Transaction Search tab provides users with a centralized view of transactions and a set of search filters to review transaction sets that meet their criteria. To access Transaction Search, Transaction Search The Transaction Search page consists of three sections: Employer –This is a dropdown list that auto-populates with all employers present under the TPA. Users must select an … Read More >>
Summit has the ability to communicate EOB information regarding the adjudication of claims in cases where a provider is the payee. If a provider bills the TPA, Summit may either generate communication to the provider in the form of a check/EOB or a note explaining why the plan did not reimburse the provider The Claim Adjudication Events sections of the TPA-level Plan … Read More >>
The ARPA Extended Election Notice is now available to be generated via the On Demand user-interface. A qualified beneficiary (QB) should receive the ARPA extended election notice if they: Elected COBRA and: Coverage was terminated on or after October 1, 2019 but before April 1, 2021, AND The Qualified Beneficiary is still within their maximum … Read More >>
The ARPA Subsidy Election Notice is now available to be generated via the On Demand user interface. A qualified beneficiary (QB) should receive the ARPA subsidy election notice if they: Elected COBRA and: Experienced an Involuntary Termination or Reduction of Hours qualifying event AND The Qualified Beneficiary is currently enrolled in COBRA AND The Qualified … Read More >>
**IMPORTANT NOTE** The ARPA supplemental assistance notice is intended to be sent with the COBRA election notice during the subsidy period when a qualifying event occurs, after all ARPA Subsidy Election notices and ARPA Extended Election notices have been triggered. The ARPA supplemental assistance notice is applicable for all plan types and qualifying event (QE) … Read More >>