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DataPath Administrative Services presents Benefit Superheroes! 2017 Client-Broker Conference 2
CUSTOMER SERVICE EXPERIENCE
Scott Yielding
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Welcome to DataPath Administrative Services
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Customer Service Call Center
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Processing Payroll and Retirement
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Customer Service Representative (CSR)
• Interacts with your current and former employees to service their benefit
administration needs regarding HSA, FSA, HRA, and COBRA plans
• Why would your participants contact a CSR?
- Account Balance - Benefit Information
- Claim Processing Information - Account Funding
- Questions/Concerns with Debit Card - COBRA Election/Payment Information
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Customer Service Representatives
Jenn Daughty Courtney Aikens
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Customer Service Best PracticesWhat is an Itemized Receipt?
• An itemized receipt shows date of service, service performed (or item purchased), claimant/patient name, amount charged for service provided, and provider information
• Card transactions receipt requests require an itemized receipt
• FSA/HRA reimbursement claims require anitemized receipt
• An Explanation of Benefits (EOB) is a ‘perfect’ itemized receipt
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Jane GriffinAccount Manager Supervisor
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Account Manager
• Operates as the client’s lead point of contact and provides compliant and
effective administration of all FSA, HRA, COBRA, and HSA benefit plans
• When to contact your Account Manager
• Any questions you have regarding your benefit plans
• Additions/terminations
• To arrange for the execution of updated plan documents and service agreements
• To confirm plan renewal details
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Account Managers
Jennifer Thomas Susan Walker
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Account Managers
LeQuater Moten Roxanne Collachi
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Account Managers
Sherese Tippy Philip White
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Account Managers
Nicki Thatcher Eboni Brewer
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Account Managers
Sarah Welch
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Re-Enrollment Season Review
• Re-Enrollment Form
• Employee Enrollment Form
• Status Letter• Runout & Grace
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Re-Enrollment
Forms
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Employee Status Letter
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Funding & Disbursements
• Responsible for all funds – whether coming IN or going OUT
• Funding of Accounts
• Payment Processing
• Payroll Processing
• Retirement Services
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Funding and Disbursements Team
Nancy Bynum-Mack Vonda Howard
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Funding and Disbursements Team cont’d.
Janie Krone
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Operations Specialist
Robbie Graves
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Payroll Services
Here are a few reasons you should consider
DataPath for your payroll processing:
• Ease of use
• Reporting
• Multiple payment options
• Comprehensive tax filing
• 100% compliance
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Communicate with Us!
• Direct Account Manager Contact (Contact Cards in your ‘Swag Bag’)
• Scott Yielding – Operations Manager – 501.296.9990 x11257 [email protected]
• Jane Griffin – Account Manager Supervisor – 501.355.0215 [email protected]
• [email protected] – Account Questions or Claim Submission
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Communicating with DPAS cont’d.
• DPAS Customer Service - 501.687-6957 or 877.685-0655
• Fax Claims Submission - 501.687-3282 or 888.472.6777
• Personal Web Portal for Claims Submission –
www.datapathadmin.com
• Mail or Visit in person – 1601 Westpark Drive, Suite 6Little Rock, AR 72204
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