TPAs can map a value from the Carrier Claim file comparable field to the Summit Service Category field available values. When a Service Category field is added to a template using the Carrier Claim (TPA) File Type, a Map link is available after the template is saved. Click the Map link to open a modal … 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 >>