Employer/Attorney Library

Employers/TPAs/Attorneys can be created as needed from the Guarantor's panel on the Patient Dashboard or from the Employers/Attorneys Library.

Libraries > Employers/Attorneys

Search for an Employer/TPA/Attorney

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

1. Employer ID
2. Employer Name
3. Employer Address
4. Employer City
5. Employer State
6. Employer Zip
7. Insurance ID: The Insurance ID will be used for the Employer in all Reporting by Insurance.
8. Contact's First Name
9. Contact's Last Name
10. Inactive: Select Exclude, Include, or Only from the dropdown.
11. Contact ID
12. Type: Select from the dropdown All, Non-Billable, Policy Holder Only, or Billable
13. TPA: Select Include, Is TPA, or Has TPA
14. Select the Modify icon to make changes to the Employer.
15. Select the ID number to open the Employers/Attorneys Dashboard.

Add an Employer/Attorney to the Library

Employer/Attorney Panel

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

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.

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

Complete the Billing Information Panel if Billable was chosen above.

9. Primary, Secondary, and Tertiary Form Types:

• Choose Invoice for sending a Statement (Invoice).
• Choose HCFA to send on a paper claim.

10. 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.

11. 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.

TPAs Panel

12. Add associated TPA(s) by using the Plus icon.

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

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

• Statement Profile