TPA Fee Review

Third Party Process

The first step of the Invoice Process is where the system will display a list of all the Invoices to be created, with a lump sum of the fees incurred. In order to see a more detailed report, click the ‘Run Report’ button. This view can also be exported to Excel for further analysis. Fees can be excluded from the Invoice Month, and Comments can be added. Errors messages will be displayed by toggling from 'Show Comments' to 'Show Errors'.

File Number: Double click a file directly on the Fee Review screen to open and view the Third Party file.

Amount: $0 fees are now included in a process. See $0 Third Party Fees for discussion about setting up fees for $0.

Exclude: Exclude individual fees only, not all fees for a specific user well are required to be excluded. If less clicking, choose the Exclude All button to place a check mark beside ALL fees; then remove the check mark on the Fees you do not wish to exclude.

Comments / Errors: Will display according to the highlighted button: Show Comments or Show Errors

Comments: Enter a free format comment about any of the fees. The comment is for internal purposes. As soon as a fee is checked to be excluded, a comment will be automatically added to show the user who chose to exclude the fee. The exclude comment will override any previous comments.
Errors: Items that contain errors will automatically be excluded from the Invoice Month. In order to include them, the specified errors must be corrected first.

Update Button: If errors have been corrected on an agreement, click the ‘Update’ button to refresh the results of the Fee selection. This updates the existing fees already selected for the process. If you leave the Invoice Process and double-click on Fee Review it will also perform an Update. If the Update button is greyed out, insert a space into a single comment field and hit the Save button. The Update button should now be available.

Save Button: Will save any changes made on the window - Exclude choices and Comments added

Run Report Button: Will provide the Third Party Fee Review details report. Note: The Third Party Fee Review report does not show the GST owing on each invoice. GST is only calculated when you run the Generate Invoices step.

Export to Excel Button: See Excel Error Messages or Export to Excel or to resolve issues with exporting to Excel.