Add an Employer/Attorney to the Employers/Attorneys Library
Employer/Attorney Panel
- From the Libraries Dashboard, select the Employers/Attorneys button.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnfe005bb43d4b06e38ed81a6e21b468dc515c520aa2050f8efc2b5148e8073358b3bbd89d874d92351eb1bd610cb7b54b?inline=true)
- On the Employers/Attorneys screen, select the Add button.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn731a0f613b77798119d733916e66e32ea426c0908ac13e7ad050e7a7e527236c7318bc71ecc1eb5aea4f61c55f589dee?inline=true)
- Enter the Name of the Employer/Attorney.
- Enter an Abbreviation that will be used on reports and on screens where space is limited.
- 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.
- Active: An Employer/Attorney can be designated as Active or Inactive by selecting or deselecting the box.
- Website: Optional
- Email: Optional
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnac76fc29285ebbd4a9056d62aa3f57698c1507282a3dc1603d09bfb6f21ecfcd8bcd417205fe88414bc28b23e9babb29?inline=true)
Complete the Billing Information Panel if Billable was chosen above.
- Primary, Secondary, and Tertiary Form Types:
- Choose Invoice for sending a Statement (Invoice).
- Choose HCFA to send on a paper claim.
- Statement: Select the Statement Profile to be used to bill this Employer.
- If the Default Invoice checkbox was chosen on the Statement Profile, it will display automatically.
- If it does not default to the correct Statement Profile, it can be chosen using the dropdown.
- TPA
- Select Is TPA if this is a Third Party Administrator.
- Select Has TPA if this Employer has a Third Party Administrator.
- Select None if this is not a TPA or an Employer who uses a TPA.
![](https://dxjhdfl8ofa1d.cloudfront.net/Library+Setup/Employer-Attorney+Library/Employer+Attorney+Billing+Information+Panel9-11.png)
TPAs Panel
- Add associated TPA(s) by using the Plus icon.
- Billing Group and Reporting Group are optional.
![](https://dxjhdfl8ofa1d.cloudfront.net/Library+Setup/Employer-Attorney+Library/Employer+Attorney+Billing+Information12-13.png)
- 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.
- The Contact Information is optional.
- Contacts can be used across Employers by using Lookup to find one that was previously saved.
- Note: Enter any applicable notes.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnbe437ccc34a0c1b0a77c10191027f2bc7bf7386834406401158b4d06054427b57f98ecb9623bdbe4e4bbba69fe8c01fa?inline=true)
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