Participant Portal

The Participant Portal feature provides TPA users the ability to view and manage the user profile, coverages, cards, transactions, and investments (HSA) of the participants who all are registered in the Participant Portal from the perspective of a user accessing the Participant Portal. To access the Participant Portal, OR The “Login to Portal” link will … Read More >>

Debit Cards are a way of providing electronic access to plan funds. TPAs issue debit cards to participants that are linked to their benefit plans. These debit cards allow participants to go to the pharmacy or doctor and pay for the prescription or medical service provided. directly with plan dollars. If the participant is at … Read More >>

The coverages page will display all of the active plan years in which a participant is currently enrolled. If the participant was enrolled in a plan year and all of the associated dates are in the past, the plan year details will not appear on the page. The plan year will be listed on the … Read More >>

The purpose of the Participant Portal is to provide participants the ability to view their balances, view manual claims or card transactions that have processed against their elected plans, enter manual claims, and upload associated receipts to be reviewed and approved by the TPA. To access Home, Based on the employer’s benefit administration type: CDH-only, … Read More >>

The Investments pages of the Participant Portal allow account owners of investment-enabled accounts to make investments, view their portfolio, trade shares of funds, liquidate shares, research funds and view relevant documents. Instructions for first-time investors can be found here. View Portfolio The View Portfolio screen displays the participant’s balances and the breakdown within their portfolio, … Read More >>

Participants can view their account information in Participant Portal by clicking the User ID or user image displayed at the top of the Participant Portal page. * Required fields appear in Red To access Profile, Participant Profile From the Participant Profile page, the user can update the participant’s Name, Contact Details, Pass Phrase, Password, Security Questions, … Read More >>

The Participant Portal allows the Participant User to access, view, and enter different transactions. There are four subsections of the Transactions menu in the Participant Portal that may be accessed from the dropdown menu. These are Transaction History, Claims Vault, Transactions and Add a Transaction. Transaction History The Transaction History page will display by default … Read More >>

The Add A Transaction menu will take the user directly to the Add A Transaction interface with no need to first access either Transactions or Claims Vault and click the Add Transactions button. For information on entering transactions, see the links below for the specific transaction type. If you are looking for further information, please … Read More >>

The “Withdrawal” transaction allows a participant to withdraw the amount from the benefit plan and reduces the balance of the participant through a check or direct deposit (ACH) to the participant. OR

Summit allows participants to make Deposits to individually owned accounts, such as HSAs, via the Participant Portal. OR

The Repay Balance Due option allows a participant to return funds to their benefit account for denied or ineligible transactions. OR The system will display a grid of the outstanding balance due transactions.  This grid is based on the Ineligible or Expense Denied entries in the Transactions Requiring Attention list and displays the following details: … Read More >>

Summit allows participants to make premium payments via the Participant Portal. Here, the variable ACH fee amount ($2.00 to $100.00 per transaction) designated by the TPA in the Participant Portal Settings UI will display as Service Fee when the participant is the ACH fee payor. Press the Submit button to save the payment details. Once … Read More >>

Users can enter an expense (like a claim) or upload the associated receipt or EOB and store it in the system via the Claims Vault. Claims submitted to the Claims Vault can be reimbursed at any later time and will not be visible to the TPA in the main application. * Required fields appear in Red … Read More >>

The Transaction History page displays a participant’s transaction history across all plans, allows the user to search for specific transactions or those meeting certain criteria, and performs specified actions from the user. To access Transaction History, The Transaction History page is divided into subsections that are differentiated between CDH and PB transactions based on the … Read More >>

Users can initiate transactions like Online claims, withdrawals, Repayment of the balance due, pay a premium, and Vault Claims via the Participant Portal. * Required fields appear in Red Online Transactions The Online Transactions section will display for all participants, but the verbiage displayed will depend on the participant’s plan type : From this screen, the … Read More >>

Participants are able to set up recurring payments on the Transactions subscreen of the Participant Portal. Recurring Payments This link will open the Add/Edit Recurring Payments UI which allows participants to set up a recurring payment schedule for Premium Billing benefit premiums. Participants with banking information in Summit will be able to configure recurring auto-draft … Read More >>