Run a Mass Update - Third Party Maintenance Tab

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The ability to Mass Update Fees on the Third Party - Maint tab is available in the standard Mass Update process.

After adding a new Mass Update process and specifying the files you wish to update on the Selection tab > click the Mass Update button

> then click the Third Party radio button

> highlight Base - Maint in the Update Sections > and click Select

This window will be shown:

> In the drop down list, select the TPA Status you wish to update.

All fields are mandatory, therefore select the From/To Fee Basis, Frequency and enter in the dollar amount.

Note: The process is looking for an exact match on all the ‘From’ fields. Dollar amounts must be greater than $0.

> Click Process. A report will be generated with all the files that meet the criteria.

> Select Print to print the report and Close to continue with the process.

The Mass Update for Third Party will pop up informing you how many records will be changed.

> Select Yes to continue and No to cancel the process.

Once the process has been completed > select OK and you will be returned to the Mass Update screen.