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 >>