TPA Invoice Close Process

Third Party Process

You must finalize a TPA Invoice process by completing the Final step "Close Process". Once a process is complete it cannot be deleted or modified. A process that has completed the Finish step may be viewed in Browse mode. A new process will not be able to be started until the process has been closed.

How to Close a TPA Invoice Process

Double click ‘Close Process’.
Click “Yes” to complete the process. The system makes updates to the Last Invoiced End Date (or Invoiced Flag for One Time Fees) on the User Well tab and also populates the Invoice History tab. The step has been completed and will be denoted by a check mark.

Note: If required, another process for the same month can be initiated. Will be show as November (2)

Reviewing Closed Invoice Processes

Once the ‘Close’ step has been completed, the Invoice Run has the ability to be viewed in Browse mode. Each of the steps will open and you will have the ability to re-print the reports, if required.

If the Integration step has been enabled, you will not be able to view this step in Browse mode.