Summit User’s Guide by Category (based on the menu structure within Summit)
PB Initial Notice Event Report will list Initial Notice events and Initial Notice with Detailed Benefits events assigned to participants. To access PB Initial Notice Event Report, follow the steps described in the Reporting | Reports. By clicking “Run” against the PB Initial Notice Event Report, a pop-up will be displayed with some parameters as … 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 >>
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 >>
PB Mailing – Summary Division Report will return a list and count of Premium Billing documents with mailed (sent) dates within the reporting period, subgrouped by division within each selected employer. To access the PB Mailing – Summary Division Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Mailing – … 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 >>
The Premium Billing Online Open Enrollment Report allows TPA users to review participants’ online enrollments and coverages to verify that participants have enrolled in the appropriate coverages and tiers as applicable. This report will list participants with selected statuses that have submitted coverage enrollments online whose submission date falls within a user-selected date range and … 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 >>
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 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 >>
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 >>
The Subsidy Detail Report allows the TPA user to view subsidy amounts that are applied to a participant’s benefit, per employer, per billing period. * Required fields appear in Red To access PB Subsidy Detail Report, follow the steps described in the Reporting | Reports. By clicking “Run,” the PB Subsidy Detail Report query pop-up will … Read More >>
The Subsidy Listing Report allows the TPA user to view the subsidies that are assigned to a participant’s benefits, per employer. Premium Billing subsidy details will be included on the report for each selected employer. * Required fields appear in Red To access the Subsidy Listing Report, follow the steps described in the Reporting | Reports. … Read More >>
The Premium Billing Takeover Report will provide users with a detailed list of participants added to Summit as takeovers, including the users that added the participants, the coverages that were added as takeovers, and when the participants were added as takeovers. * Required fields appear in Red To access the PB Takeover Report, follow the steps … Read More >>
The PB Term for Failure to Pay Conflicts Report allows users to query a list of participants that have multiple coverages where at least one plan has been terminated for failure to pay. Participants with COBRA, Retiree, and/or Direct Bill coverage(s) effective on the day upon which the query is run and have at least … 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 >>
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 >>
Premium Payment Past Due Report will list all participants and coverages whose premium payments are short and/or past due on a user-selected date. A payment is considered past due one day after the payment due date. * Required fields appear in Red To access Premium Payment Past Due Report, follow the steps described in the Reporting … Read More >>
Receipt Distribution Details Report will produce a listing of participants who submitted receipts in the specified timeframe, show how the receipts were applied, and subtotal the receipts (by division, if selected) by the employer. * Required fields appear in Red To access the Receipt Distribution Details Report, follow the steps described in the Reporting | Reports. … 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 >>
Reports are created based on default templates. Any TPA user with appropriate permissions may create and edit custom report templates in the Report Management menu. * Required fields appear in Red To access Report Editor, The advanced report editor will open in a new tab as shown below. Report Editor Overview The Report Editor will contain … Read More >>
Settlement Reconciliation report provides a more complete view of Debit Card Settlement activity. This report queries debit card transactions and resulting settlement transactions so that users may reconcile card funding activity against card usage activity. * Required fields appear in Red To access Settlement Reconciliation, follow the steps described in the Reporting | Reports. By clicking “Run,” … 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 >>
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 >>
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 >>
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 >>
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 >>
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 >>
Nondiscrimination Testing is a value-added feature that enables TPAs and Employers to verify whether their benefit plans comply with discrimination policies. Plans falling under various sections of the IRS tax code must meet Nondiscrimination mandates. These policies generally ensure that a plan does not favor highly compensated and key employees over other employees. To access Nondiscrimination … Read More >>
Screen Customization allows users to modify the appearance of the administrative views of Summit, the Participant Portal, and the Summit Mobile App. Users can upload images and customize the color of screen elements. To access Screen Customization Settings, Screen Customization Settings The following sub-menus are available for Screen Customization: Click the hyperlinked Screen Customization settings for … Read More >>
To customize settings for the Consumer Portal, You will then need to click the Consumer Portal link to open the customization applet. Customization of the Consumer Portal includes the appearance of both the Landing Page and the Internal Pages. You are able to toggle between the customization settings for these two by clicking the respective … Read More >>
For Summit employer users, an employer dashboard is an alternative landing page to a traditional home page. On this page, a user can customize the employer dashboard screen by configuring its widget background color and adding/removing individual widgets. The system will automatically adjust the placement of widgets when they are added or removed. If the … Read More >>
The Mobile Screen Customization page allows the TPA user to customize the look of the Summit mobile application. TPAs can upload logos and customize the colors of certain texts and areas of the screen. To access the Mobile Screen Customization page: Mobile Screen Customization By clicking on the Mobile option, the following customization page will display: Assign to Administrator … Read More >>
The Screen Customization | Participant Portal page allows TPAs to create unique designs for their participants’ Summit Portal. From this screen, a user will have the option to upload images and customize the color of various screen elements. To access Participant Portal Screen Customization, Participant Portal Screen Customization By selecting the Participant Portal menu, the screen customization page will … Read More >>
The Summit Screen Customization page allows users to create a flexible user interface by customizing the look of the system. Users can upload images and customize the colors of certain texts and areas of the screen. To access Summit Screen Customization, Summit Screen Customization By clicking the Summit menu, the screen customization page will display as follows. Here, the … Read More >>
The Summit Home Screen is the landing page users see after logging into the system with their credentials. From this home page, users can view any pending News and Alerts and navigate to other sections of the system. Accessing the Summit Home Screen The Summit Home Screen will appear as shown in the image, welcoming the user. … Read More >>
Summit offers investment-enabled Health Savings Accounts (HSAs) for individual participants. This feature allows participants to invest their HSA funds through Summit’s Investments platform available on the Participant Portal. Participants with investment-enabled HSAs will see an Investments menu option on the Participant Portal. The first time they click on Investments, they will be directed to the … Read More >>
Summit allows participants to enroll in benefit plans online via the Participant Portal. The online enrollment process is determined by the settings configured on the Administrator Settings Online Enrollment page. TPAs may configure their Online Enrollment settings globally or assign specific settings to individual employers that are not assigned to the TPA default. The purpose … Read More >>
DataPath has created the following videos to train and demonstrate certain administrative processes in Summit. Each video documents an administrative process that a Summit User may need to perform as part of their daily duties. These videos can also be found on the respective pages of Summit Documentation to which they pertain. Premium Billing Creating … Read More >>