Summit users can easily manage plan documents for employers by being able to see all the required merge fields, review the data that is populated in the core system for those fields, and manually enter data that is specific to plan documents and not captured elsewhere in the system. The user will be able to … Read More >>
The Create Plan Documents screen is where the user will go when it is time to generate and send a plan document to the employer. To access Create Plan Documents, The Create Plan Document Page will display some parameters as shown below. Create Plan Documents Parameters TPA – From this dropdown list, the user can … Read More >>
Summit allows the user for gathering employer data related to plan documents. Once the user is in the Plan Documents module, the ER Data screen can be accessed via a link on the right-hand side of the page. It allows the user to review and manually enter Employer Plan Document data, streamlining much of the … Read More >>
The Plan Document Templates Page is a place where the TPA user will come to set up a template document or make sure that an employer is assigned to the correct template document. To access Plan Document Templates, The Plan Document Templates Page will display some parameters as shown below. Plan Document Templates Parameters TPA … Read More >>