Features Two Factor Authentication – Mobile App The Summit Mobile App now uses Two-Factor Authentication (2FA) to better secure participant login and access. Users will see a screen regarding authentication following the sign in process, by which they may have a verification code sent to a phone number or email address associated with their account. … Read More >>
In addition to the Participant Portal, Summit offers a mobile app which will allow participants to access their account information, submit claims, make payments, and more. Many of the screens and processes on the mobile app mirror the functionality and processes of the Summit Participant Portal, allowing employee and dependent users to access their Summit … Read More >>
The Account Detail Page displays all the relevant information regarding the selected Benefit of the user. To navigate to the Account Detail page, Account Detail Page All relevant details of the selected benefit will display on this page. The details that the participant will see on this page are determined by the selected plan and … Read More >>
The Alerts page lists various alerts received by the user according to their received date and notifies the user if any actions are required. To navigate to the Alerts Page, OR The Alerts page will display all the alerts for the logged-in user. The user can touch any individual alert item to view the details … Read More >>
Banking page holds the information about participant bank accounts such as Bank Name, Account Number, Routing Number, Account Type, and whether or not the account is the default bank account. To navigate to the Banking Page: Go to the Profile page of the Summit Mobile App. Press the Banking button: Banking Page The details of … Read More >>
The Cards page displays the details of the card(s) issued to a participant and any dependents. The user can also report the card Lost/Stolen and can request a PIN change from the Cards page. To navigate to the Cards page, OR Cards Page All the relevant details of cards allocated to a participant and their … Read More >>
The Claims Vault option allows users to add claims information without having to submit the expense for reimbursement. To navigate to the Claims Vault Page, OR Now the claims vault page will appear as shown below: The Claims Vault page includes an “Add Claim” option and expense records of submitted claims. Add Claim – Clicking … Read More >>
The Contact Page of Summit Mobile App displays the contact information of the user’s Third-Party Administrator (TPA). Contact Page By selecting the “Contact” option from the three-line menu, the user can navigate to the Contact page. The Contact screen will display the TPA’s contact details in a card layout as shown below: TPA – The … Read More >>
The Coverage Details page displays all the relevant information regarding a selected coverage. Users with at least one PB coverage will have a “Billing” section on their Home Page. The billing section will list the Premium Billing coverages of the participant along with other details. Tapping on any of the PB coverage items from the … Read More >>
Users can make premium billing coverage elections through the Home page of the Summit Mobile app. Whenever a qualifying event occurs and coverages are available for election, participants will be alerted upon login to the mobile app that coverages can be elected. The user will be able to access coverage elections from a link within … Read More >>
Users can enter claims through the Enter a Claim page on the Summit Mobile app. To navigate to the Enter a Claim page, OR Enter A Claim Page The Enter A Claim page will appear as shown below: Unfinished Claims – This will open the Unfinished Claims screen that will list all unfinished claims that … Read More >>
Expense Pie Chart page will display the participant’s expense breakdown by categories, including Medical, Dental, Vision, Pharmacy, and other user-defined categories, as well as by claimant. These charts may be viewed by plan year or, in the case of HSA benefits, from inception with breakdowns viewable by calendar year. The page includes an Expense Summary … Read More >>
The Forgot Password page is used to retrieve the user account by resetting the forgotten password. To navigate to the Forgot Password Page: Go to the Login Page of the Summit Mobile App. Press the Forgot Password button: Forgot Password Page The Forgot Password page will appear as shown below: To reset the forgotten password: … Read More >>
The layout of the home page is based on the type of participant. The home page contents will be different for each participant depending on which category they are in. Icons and sections will be displayed differently according to the following categories: CDH Only Participant A participant with CDH only benefits will have a Benefits … Read More >>
Summit allows for individually-owned HSAs to be investment-enabled, meaning that participants who own those accounts may invest their account funds, over $1000.00, using Summit’s Investments platform on the Mobile. If a participant has an investment-enabled benefit and has set up an investment on the Participant portal, then the user will see the View Investments option … Read More >>
HSA Account Owners can make post-tax deposits into their HSA account from their personal bank account through the Summit Mobile App. Make a Deposit option is available only for those having a benefit that allows participant-initiated contributions, i.e. an HSA. To navigate to the Make A Deposit Page, OR Make A Deposit Page The Deposit … Read More >>
Users can make premium payments through the Make A Payment page of the Summit Mobile app. The “Pay Now” link is displayed in the Billing Section of the Home Page for participants with PB coverage and has a premium due. Clicking on the link will take the user to the Make A Payment UI. To … Read More >>
Users can repay benefit plans that have a Balance Due through the Make A Repayment page of the Summit Mobile app. The “Repay Now” link is displayed in the Alert detail page and in the Transaction details page for the participants with the balance due. Tapping on the link will take the user to the … Read More >>
The Profile page contains the relevant contact information of the participant as saved in the Summit database. It also contains some settings related to the app login, banking, and the user’s alert subscription. The user can edit their profile information and change the notification settings if needed. To navigate to the Profile page, OR The … Read More >>
The Withdrawal page allows the user to submit a withdrawal request if the participant has at least one withdrawal-enabled plan. To navigate to the Withdrawal Page, OR Withdrawal Page The Make A Withdrawal page will include the following details: If the distribution method is selected as Direct deposit and the banking details are not available … Read More >>
The Transactions page lists all the transactions made by the participant in the last calendar year until the current date. To navigate to the Transactions Page, OR Now the transactions page will appear as shown below: The user can change the date range using the date selector inside the filter menu to see more transactions … Read More >>
New users can register in the Summit Mobile App through the User Registration page. The user registration includes two major steps and a confirmation process. Login Page Registered users can log in to the Summit Mobile App through the Login Page. New users must complete the registration process before their first-time login. To log in … Read More >>
We are pleased to announce the latest release of the DataPath Summit Mobile App solution, Release 2025.07.1. This release contains items pushed to production in July 2025. For more information about the following changes, please see the Summit Release 2025.07.1 Mobile App “What’s New” Guide. Features Enhancements
We are pleased to announce the latest release of the DataPath Summit Mobile App solution, Release 2025.03.1. This release contains items pushed to production in March 2025. For more information about the following changes, please see the Summit Release 2025.03.1 Mobile App “What’s New” Guide. Enhancements Issues Addressed
The Mobile Screen Customization page allows the TPA user to customize the look of the Summit mobile application. TPAs can upload logos and customize the colors of certain texts and areas of the screen. To access the Mobile Screen Customization page: Mobile Screen Customization By clicking on the Mobile option, the following customization page will display: Assign to Administrator … Read More >>