If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > Invoice - Activate Invoice Billing > Yes.

Even if you do not send invoices, the System Setting must be set to Yes to post an Invoice Payment.

What is the purpose of the Employers/Attorneys Library?

The Employers/Attorneys Library can be used

• To track Employers in the Patient Demographics and/or 
• To facilitate Invoice billing to Employers/TPAs/Attorneys.

Employers/TPAs/Attorneys can be created

• From the Guarantor's panel on the Patient Dashboard; or
• From the Employers/Attorneys Library.

• Libraries > Employers/Attorneys

Add an Employer/Attorney to the Library

Employer/Attorney Panel

1. From the Libraries Dashboard, select the Employers/Attorneys button.

Before adding a new Employer, TPA, or Attorney, use the Filter Criteria to search to prevent duplication.

2. On the Employers/Attorneys screen, select the Add button.

3. Enter the Name of the Employer/Attorney.
4. Enter an Abbreviation that will be used on reports and on screens where space is limited.
5. Select the Type: This determines where the record is accessible.

• Non-Billable: Employer/Attorney will be available when registering Patients but will not be billed for services.
• Policy Holder Only: Same as above, but Employer will also be available to use as a Policy Holder.
• Billable: Use when the Employer/Attorney will be billed directly.

• Choosing this option will open additional options to manage how this Employer/Attorney will be billed (Invoice/HCFA/etc).
• The Employer/Attorney will be available as a Guarantor and as a Policy Holder.
  
• Note: Billable is only available if the System Setting INVOICE is set to Yes.

6. Active: An Employer/Attorney can be designated as Active or Inactive by selecting or deselecting the box.
7. Website: Optional
8. Email: Optional

Billing Information Panel

This panel only displays if Billable was chosen for Type.

Complete the Billing Information Panel if Billable was chosen above. 

9. Primary, Secondary, and Tertiary Form Types:

• When Billable is selected for Type, the Form Types auto-populate with Invoice.

• Select HCFA to send on a paper claim.

• This is often used for Attorney billing.

10. Invoice Profile: Select the Statement (Invoice) Profile to be used to bill this Employer.

• If the Default Invoice checkbox was chosen on the Invoice Profile, it will display automatically.
• If it does not default to the correct Statement Profile, select it from the dropdown.

11. TPA

• Select Is TPA if this is a Third Party Administrator.
• Select Has TPA if this Employer has a Third Party Administrator.

• A new panel will display when Has TPA is selected.

• Select None if this is not a TPA or an Employer who uses a TPA.

12. If Has TPA was chosen, add the associated TPAs.

• Use the plus icon to add additional TPAs.

13. Billing Group and Reporting Group are optional.

Company Address, Contact Information, and Notes Panels

14. If Billable was chosen above, enter the Company address, Office Phone, and Fax.

• The Address is not optional if you plan to mail an invoice to the Employer/Attorney.

15. The Contact Information is optional.

• Contacts can be used across Employers by using Lookup to find one that was previously saved.

16. Note: Enter any applicable notes.
17. Select Save [F2].

Learn More

Add Guarantor/Insurance on the Patient Dashboard to Directly Invoice Employer or Attorney

Statement Profile

Invoice System Settings