Setup the Attorney/Employer Library for Direct Billing
Library Setup for Employer/Attorney Billing
From the Libraries Dashboard, select Employer/Attorneys.
Select Add.
Enter the Name of the Attorney or Employer.
Enter an Abbreviation.
Type dropdown:
Billable: Use when the Employer/Attorney will be directly billed.
This option opens additional options to manage how the Employer/Attorney will be billed (such as Invoice or HCFA). This Employer/Attorney will be available as a Guarantor and as a Policy Holder.
Non-Billable: The Employer will be available when registering patients, but they will not be billed for services.
Policy Holder Only: The Employer will also be available to use as a Policy Holder.
Primary/Secondary/Tertiary Form Type: Invoice or HCFA.
- Select how the Employer/Attorney will be billed.
- When Billable is chosen, all three Form Types default to Invoice which is the most common selection.
- The Form Type can be changed by selecting the Type from the dropdown.
Complete the fields in the Company Address panel.
Complete the fields in the Contact Information panel. (Optional)
Select Save [F2].
Learn More
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