Summit Guide

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 >>

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 >>

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 >>

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 >>

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

Claim Entry Report is a claim production report, providing information such as count of claims entered per employer, per user, per participant, within the user-defined entry date range, etc. * Required fields appear in Red To access Claim Entry Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the Claim Entry Report … 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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 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 >>

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 >>

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 >>

Participant Coverage with Division Option displays 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 with Division Option report, follow the steps described in the Reporting | Reports. By clicking “Run”, the Participant … 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 >>

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 Include … 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 >>

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 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 >>

Participant Status Report is a letter formatted report to review the status of Participant’s Benefit Plan Accounts. The information contained in the Report is intended to give a snapshot view of those benefit plans. * Required fields appear in Red To access the Participant Status Report, follow the steps described in the Reporting | Reports. By … 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 >>

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 >>