Add/Modify/Attach a TPA

Add/Modify/Attach a TPA


A Third Party Administrator (TPA) is the entity that is responsible for the processing and payment of Claims.

  • A TPA can be added as an Employer (IS TPA) or can be attached to an Employer (HAS TPA).

Alert​ Set the System Setting TPASTATEMENTSPLIT to Yes to activate this functionality.

 Add a TPA to the Employer/Attorney Library

  1. From the Employer/Attorney Library, select the Add button.

  1. Complete the information as you would when adding an Employer/Attorney.
  2. In the Billing Information panel, choose Is TPA for the TPA field.
  3. Select Save [F2].

 

Attach a TPA to an Employer/Attorney

  1. From the Employers/Attorneys Library, select the Modify icon on the Employer.

  1. Ensure that Billable is chosen as the Type.
  2. In the Billing Information > TPAs panel, select Has TPA in the TPA dropdown.
  3. Select the Plus icon to add a TPA to the Employer.

  1. Use the Lookup icon to choose the TPA to attach to the Employer.
  2. Choose the CPTs that would be billed to this TPA (optional).
  • Multiple CPTs can be chosen in this multi-select field.
  1. Set an Effective/Expiration date (optional).
  2. Select Save [F2].


Modify a TPA on an Employer/Attorney

  • Select the Modify icon on the employer
  • In the TPA Panel, CPTs can be added or deleted.
  • The TPA can be Expired by entering a date in the Expiration field.
  • If an Effective date was not added, it can be entered in the Effective field.
  • The TPA can be Deleted by selecting the Minus icon.
  • Once the screen is Saved, this action cannot be undone but the TPA can be added again.






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