The Communications subsection of Settings is a centralized hub for communications generated by Summit. In addition to being able to configure general communications settings, from this page users can view the Report Repository to which reports designated to do so will be stored for future retrieval, and they may view, upload, and configure user-uploaded files … Read More >>
The Document Manager page allows TPA users to upload documents, organize those documents into categories, and assign them to Employers and Participants. * Required fields appear in Red To access Document Manager, The Document Manager page will display on the screen as shown below. Document Manager Audience Type – When a TPA user accesses the page, … Read More >>
The Entity Comm page allows users to indicate whether or not to send Report Repository file completion notices to individuals of selected entities. This page includes a radio button toggle that controls whether the communications rules being applied are TPA-level or for a specific Employer. If Employer is selected, a single-select employer dropdown will appear, … Read More >>
The Communications | General Settings acts as a centralized location in Summit for users to configure the general settings for email communications. These settings may be configured generally for all employers linked to the TPA defaults or for a single employer by selecting that employer from the Employer selector. This page contains a grid with … Read More >>
The My Comm subpage of Communications allows users to indicate whether or not they want to receive Report Repository File Completion notifications. This page includes a grid with the following columns:
Summit sends email/letter communications to Participants once they are established in the system. On the Participant Communications page, the user will configure the communication settings for Welcome Notices and Card Issuance Communications. The purpose of the Welcome Notice is to inform participants that they have been added to the system and enrolled in benefits/plans and … Read More >>
The Report Repository sub-page of the Communications module allows users to search for and view TPA’s Summit-generated report and export files that have been designated to be sent to the Report Repository. Users are able to filter query results by whether the file is TPA(multi-employer) or for a single Employer, by Date Range, Report/Export Name, … Read More >>
The Communications Templates page allows users to view and configure the subject line and content of Report Repository File Completion notifications. The following merge fields are available for inclusion in the body of the communication: Users are able to choose between TPA notifications and Employer notifications on the Templates page. If the user selects Employer … Read More >>
The communications tab contains the settings for the default email, communication notices list, and security email block history. Here the user is allowed to modify the content and format of these communications. A user can view and configure both TPA level and Employer level Communications settings. To access User Communications, On this page, users are … Read More >>