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).

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.

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

Attach a TPA to an Employer/Attorney

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

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

5. Use the Lookup icon to choose the TPA to attach to the Employer.
6. Choose the CPTs that would be billed to this TPA (optional).

• Multiple CPTs can be chosen in this multi-select field.

7. Set an Effective/Expiration date (optional).
8. 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.