How to Edit a TPL Billing

You can edit a limited amount of information about a bill (an invoice) sent to a third-party carrier. Most often, you are adding recovery (payment or denial) information to the billing record. You can also request that a bill be re-issued to the carrier during the next billing cycle. In addition, you can attach documents about the invoice to the billing record.

Before adding recovery information to the billing record or re-issuing a bill, you must decide if the amount is to be applied to or the bill is to be re-issued for:

• The entire invoice
• Only claims for one of the members associated with this invoice
• An individual claim or line of a claim

This decision determines which panel of fields to complete.

When a decision has been made to no longer issue a bill, you can manually close the bill and provide an appropriate reason.

If you open a panel that has an action bar and add or edit information, before continuing, on the panel's action bar, click Save.

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To edit a TPL billing record

1. On the Financial menu, point to Third Party Liability, and then click Billing.
2. Search for and select the billing record you want to edit.
3. On the TPL Billing page, navigate to the part of the billing record where you need to apply your changes.
4. In the appropriate panel of the Invoice tab, complete the fields:
   • If applying an amount to or re-issuing a bill for an entire billing record, complete the Invoice Detail fields.
   • If applying an amount to or re-issuing a bill for a member's claim, complete the Member Detail fields.
   • If applying an amount to or re-issuing a bill for an individual claim, complete the Claim Detail fields.
5. Optionally, to attach a document to the billing record, edit the description of an attached document, or detach a document, on the Invoice tab, complete the Attachments fields. See How to Search For and Attach Documents for additional instructions.
6. Optionally, to generate and review letters about this billing record, click the Letters & Responses tab and do one of the following:
   • To request a letter be sent about this invoice , click Create Letter and, on the Letter Generation Request page, complete the fields.
   • To view or edit information about a letter, click the appropriate row in the Letters & Responses table, and do one of the following:
     • In the Letters & Responses panel, complete the appropriate information in the fields. To store the information, on the Letters & Responses action bar, click Save.
     • If the selected letter has been generated and you want to view an image, on the Letters & Responses action bar, click View Letter.
     • To edit (if the letter has not been generated) or view existing letter request information, on the Letters & Responses action bar, click View Letter Request. The Letter Generation Request page is displayed.

7. Review the information to make sure it is accurate.

8. On the TPL Billing action bar, click Save.

See Also

TPL Billing Page

About TPL Billing

What Is Third Party Liability?

About Financial

Version as of 5/16/14.