welcome to datapath administrative services · • dpas customer service - 501.687-6957 or...
TRANSCRIPT
DataPath Administrative Services presents Benefit Superheroes! 2017 Client-Broker Conference 2
CUSTOMER SERVICE EXPERIENCE
Scott Yielding
Welcome to DataPath Administrative Services
Customer Service Call Center
Processing Payroll and Retirement
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
Customer Service Representatives
Jenn Daughty Courtney Aikens
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
Jane GriffinAccount Manager Supervisor
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
Account Managers
Jennifer Thomas Susan Walker
Account Managers
LeQuater Moten Roxanne Collachi
Account Managers
Sherese Tippy Philip White
Account Managers
Nicki Thatcher Eboni Brewer
Account Managers
Sarah Welch
Re-Enrollment Season Review
• Re-Enrollment Form
• Employee Enrollment Form
• Status Letter• Runout & Grace
Re-Enrollment
Forms
Employee Status Letter
Funding & Disbursements
• Responsible for all funds – whether coming IN or going OUT
• Funding of Accounts
• Payment Processing
• Payroll Processing
• Retirement Services
Funding and Disbursements Team
Nancy Bynum-Mack Vonda Howard
Funding and Disbursements Team cont’d.
Janie Krone
Operations Specialist
Robbie Graves
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
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
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
