523 Flashcards
Tpa msg center customizations
Can apply email abd message preferences to all contracts
Summary emails
Reminds of o/s actions
Messages received
You can customize what msgs you receive
Set their priority
After changing settings on one contract
You can apply them to all contracts
Have a specific # of contracts you do not want all settings applied to
Go in after selecting “apply all” and you can change them
Can you copy settings from one contract to another?
Yes
“Copy settings from contract”
Customize tpa firm messages?
Yes
Pt df enrolled ii
Can resubmit enrollment form to change
Do all plans allow forms
Forms always included as an option
Ssns must come from
Plan sponsor
Form
3 steps for online loans and withdrawals
- Confirm ppt agrees to terms
- Create loan/wd request
- Tr/as approve and submits
What tpa needs to do for online loans
Enter default provisions
Ppt required to add for online loans
Payment information
Urgent msgs
Appear at top
Summary tab
O/s msgs that require attention
Clients can personalize email and msg preferences
So they can see only what they want to see
Urgent and summary emails recieved can be
Personalized
Urgebt priority emails
Immediate attention
Summary emails
Reminder of o/s msgs
Users can also choose with summary emails
To not recieve one when there are no o/s msgs
Radio button at top of category
To receieve all or no msgs for that category
In priority column
Clients can set priority
Act now
Takes them to psw
Declare complete
Act on outside of psw
Archives
