Employer/Attorney Dashboard

Libraries > Employers/Attorneys > Select the ID

Employer/Attorney Panel

• Select the Modify link to Modify the Employer/Attorney information.
• Select the Receipts link to view the Receipts that are attached to this Employer/Attorney.

• An Invoice Receipt can be by selecting the Add button.
• An Invoice Receipt can be modified by selecting the Invoice number.

• Select the Ledger link to print an Employer/Attorney Ledger.

Linked TPAs Panel

• Shows all the TPAs (Has TPA) linked to the Employer.
• TPA: The TPA ID link displays the TPA record in a new tab.
• Employer: Name of the TPA.
• CPTs®: Shows the billable CPTs® for the TPA.
• Expiration: Shows the Expired date that was entered on the Add/Modify Employer/Attorney screen.

Pateints Linked to Employer Panel

This is a list of Patients that are linked to this Employer.

• Select the Patient number to navigate to the Patient's Dashboard.

Statement/Invoice/Notification History Panel

• Batch column: Select the Batch ID to display the Invoice Batch Dashboard.
• Invoice ID: Batch#EMEmployer# (1112EM2)
• Employer ID: When selected, the Employer/Attorney Dashboard displays.
• The View link is displayed for Employers where Is TPA is chosen from the TPA dropdown.
• TPA column: Green checkmark indicates that this is a TPA (Is TPA).
• Select the Encounter ID in the Previously Billed column to display the Encounter Dashboard.

Cross Codes and Employer/Attorney IDs Panels

Using Cross Codes and Insurance/Provider IDs allows tweaks to be made to the Claim Output based on the Insurance, Provider(s), Facility(ies), and/or Procedure(s). Contact Support for usage.

Employer/Attorney Ledger

More information may be requested than is on the Invoice. The Employer/Attorney Ledger can be used to provide additional information.

• Select the Ledger link at the top of the Employer/Attorney Dashboard.
• Employer/TPA: The Employer Ledger can be run by the Employer or TPA.
• Patient: Run the Ledger by Patient.
• Billing Office: Select the Billing Office, if applicable
• Date Span: Select a Date Range by entering the DOS From and To Dates or select a more specific time period where the DOS From and To will complete depending on your choice.

Filter Choices

• Procedure Code
• Procedure Code Reporting Group
• Billing
• Billing Reporting Group
• Rendering
• Rendering Reporting Group
• Facility
• Facility Reporting Group

Options (checkboxes)

Each one of these creates a section on the Ledger if selected.

• Billing Info

• Employer Info
• Include TPAs
• Account Summary
• Aging
• Receipts
• Unpaid Visits
• Invoices
• Encounters
• Patient Name

Attach Note

• A note can be entered to print on the Ledger.