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).
Add a TPA to the Employer/Attorney Library
- From the Employer/Attorney Library, select the Add button.
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- Complete the information as you would when adding an Employer/Attorney.
- In the Billing Information panel, choose Is TPA for the TPA field.
- Select Save [F2].
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Attach a TPA to an Employer/Attorney
- From the Employers/Attorneys Library, select the Modify icon on the Employer.
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- Ensure that Billable is chosen as the Type.
- In the Billing Information > TPAs panel, select Has TPA in the TPA dropdown.
- Select the Plus icon to add a TPA to the Employer.
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- Use the Lookup icon to choose the TPA to attach to the Employer.
- Choose the CPTs that would be billed to this TPA (optional).
- Multiple CPTs can be chosen in this multi-select field.
- Set an Effective/Expiration date (optional).
- Select Save [F2].
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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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