Scope of training

  • Overview of Adeptia Connect and learn how to navigate the Adeptia Connect application
  • Adding a new Network (organizing and easy management of Plan Sponsors)
  • Adding a new Partner/Plan Sponsor as part of a Network
  • On-boarding a Plan Sponsor’s data by configuring a Transaction (Inbound and Outbound)
  • View Dashboard and Transaction logs.




Next step:

How to navigate Adeptia Connect