Summit’s Administrator Settings is a top-level Settings category that covers many of the things which Third-Party Administrators (TPAs) must configure to administer benefits within Summit. Administrator Settings and its various sub-pages may be accessed through the Settings menu at the top right. Summit’s Administrator Settings include the following sub-pages: Roles The Roles page is used … Read More >>
* Required fields appear in Red The Administrator Settings | Administrator Central page is a central hub for data and settings that pertain to your TPA entity. This page contains your TPA basic demographics, as well as advanced demographics and other settings in the subtabs of this screen. Accessing Administrator Central Administrator Central can be accessed … Read More >>
Many TPAs partner with brokers or agencies to sell the TPA’s services. This tab allows TPA users to add and maintain the agencies with whom they have a relationship. The user can also associate specific employers to an agency. * Required fields appear in Red Accessing the Agencies Tab Add Agency / New Agency To add … Read More >>
With Summit, DataPath is able to link different TPA entities in the system under one umbrella TPA. This ability allows a TPA to acquire or administer distinct books of business and manage them all from a single login. The Associated Entities tab of Administrator Central displays the hierarchy of Master and Associated TPAs. NOTE: This … Read More >>
TPA banking details are recorded on the Bank Accounts tab of Administrator Central. These details are used for cash management purposes to track and facilitate the movement of money between Summit and TPAs’ operating accounts. * Required fields appear in Red To Access the Bank Accounts tab: TPA users can view all the associated Bank Accounts … Read More >>
Summit allows for a significant degree of Carrier integration, including the ability to use Carrier Claims Matching, whereby Summit can use data from a Carrier Claim Feed as an additional auto-substantiation method. The Carriers tab in Administrator Central allows TPAs to add carrier data into Summit and associate specific employers with those carriers for auto-substantiation … Read More >>
TPA Demographics are configured on the Administrator Central page and the Demographics subtab. * Required fields appear in Red To access the screens containing TPA demographics information: The Primary TPA Demographics fields will display at the top of the page regardless of which subtab is selected. The user may show or hide this section using the “Show/Hide” … Read More >>
At times, DataPath may need to leave TPA specific notes for clients in Summit, which may include both text and attachments. The Notes tab in Administrator Central allows TPA users to view these notes and included attachments. * Required fields appear in Red To access the Notes tab: Notes for the TPA will display on this … Read More >>
The Technical Settings tab in Administrator Central allows TPAs to view and configure certain technical settings within Summit, including: Accessing Technical Settings System URLs Each TPA has its own unique URLs for its Summit portals. Summit URL – This is the unique URL for the TPA’s Summit Admin site. Administrator users will login to Summit … Read More >>
The Annual Rates & Limits page displays various regulatory rates and limits in a centralized location for informational and reference usage. The page includes informational tables of IRS-published annual limits and PCOR fee rates, with breakdowns by-year. This information is published by DataPath and updated in accordance with IRS guidelines. The information displayed on this … Read More >>
A TPA’s revenue comes from being able to charge their employer clients a series of fees for administering their group benefits. They typically charge their clients a flat fee for every active participant in the system plus some additional ancillary fees. Summit’s invoicing module allows for TPAs to configure these fees within Summit, using the … Read More >>
TPAs use this system to manage the benefit plans of their employer clients, a service for which they charge those employers. A TPA will typically charge clients a life-count fee per active participant in the system, plus additional ancillary fees. * Required fields appear in Red To access Employer Invoicing CDH, CDH In this tab, the … Read More >>
Premium Billing Employer Invoicing provides monthly invoice reports specifically for PB employers. * Required fields appear in Red To access Employer Invoicing Premium Billing, Premium Billing In the Premium Billing tab, the system will allow the user to configure employer level invoicing for Premium Billing. NOTE: If this was configured at the TPA level, then these … Read More >>
The Participant Portal Settings page allows you to configure and customize the Participant Portal experience for your clients’ participants. Participant Portal Settings may be made at the TPA default level or for specific employers. The Participant Portal Settings page displays (Fig. 2). The TPA’s default settings display and may be configured when the Employer drop-down … Read More >>
The Benefit Resources Center Settings page is located on the Participant Portal Settings page. The goal of this feature is to improve the participant enrollment experience and the general educational content available to participants via the Participant Portal. The Benefit Resources Center Settings page contains DataPath-produced videos to help participants during Online Enrollment. 4. Click … Read More >>
The Participant Portal Settings | General Settings tab allows the user to create a customized Participant User experience on the Summit Participant Portal. To access Participant Portal Settings, NOTE: TPA default settings display may be configured when the Employer dropdown is set to “–Select Employer–“. These settings will be used by any employers who have … Read More >>
* Required fields appear in Red As a multi-layered platform offering a wide range of services and views for multiple stakeholders and entities, Summit can accommodate many different users with different roles and levels of access. The Users modal allows TPAs to create and modify Summit user accounts and assign roles to those users, including TPA … Read More >>
DataPath offers our Summit TPA users Business Process Outsourcing (BPO) services to increase administrative efficiency, bring on new groups, and grow your overall business. The Claims Entry BPO service enables DataPath partner Overbrook Technologies to engage in claims entry within Summit on your behalf. Once authorized, Overbrook will perform a number of claim-related business services, … Read More >>
* Required fields appear in Red Summit has been designed to provide TPA the ability to create, delete and maintain user roles with fully customizable feature access associated with each role. Users may be given Read Only or Read/Write access to any combination of features within Summit. TPAs may configure as many roles as they wish, … Read More >>
MSP Reporting is automated based on the Submission Period selected by the TPA on the TPA Demographics tab. The file is being generated and uploaded to CMS via SFTP on or before the last day of the Submission Period. Summit retrieves the response file and import the contents. MSP Reporting RRE ID and MSP Reporting … 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 >>