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TPA, Major and Minor company [Saudi]
TPA, Major and Minor company [Saudi]

11/29/2021 Manage TPA's and its companies

Deysi Alvarez avatar
Escrito por Deysi Alvarez
Actualizado hace más de 3 años

In this article you can know :

  • What is a TPA?

  • Create a Tpa, Major, and Minor companies

  • Assign Major and Minor to Tpa company

What is a TPA?

TPA: Administrator of one or more insurers

  • The TPA group some MAJOR (This is done by the group of Business Partners)

  • Not all MAJOR have TPA.

  • All the MINORS have MAJOR.

Create TPA

  1. Create a Business Partner Group with the followings characteristics:

    1. Fill in the obligatory data

    2. Choose Customer in the Type field

    3. Fill in Nphies TPA license

    4. Check Is Tpa

  2. Create a Business Partner with the same name as the Business Partner Group created previously. Use the following characteristics

    1. In the TPA group field choose TPA group (This is a group of business partners where all the companies that are of type TPA will be saved)

    2. Don't check Use TPA option

    3. Don't check the Invoice to Insurance Company option

    4. Fill in Nphies payer license

    5. Check the It requires consolidated invoice option

3. In Apollo: Don't have policies to TPA level

Create Major related to TPA

  1. Create a business partner as you normally would, but be sure to choose the following options:
    ​

    1. Fill in the normal information

    2. Choose Insurance in the Copany Group Field

    3. Assign the price list and Discount Schema

    4. Check Use TPA

    5. Choose a Tpa company in TPA field

    6. Check Invoice to Insurance Company (The invoice is generated in the name of the TPA)

    7. Don't check It requires consolidated invoice option

    8. Added an Address

      Note: The list added in the major, will be the list from where the prices will be obtained!!

  2. In Apollo: Don't have policies to Major level

Create Minor related to Major

  1. Create a Business Partner

    1. Fill in the normal information

    2. Choose TPA company in Company Group field

    3. Don't check Use TPA

    4. Don't have Price List

    5. Don't check Invoice to Insurance Company

    6. Don't check It requires consolidated invoice option

    7. Add the Adress

  2. In Apollo: Capture your policies and choose Corportate in ----- field

What you should know?

1. In Multibilling:

  • The remittance note will be generated in the name of the Major Company

2. When creating a consolidated invoice

  • Now you can search by TPA and Major company

  • When looking for the remission notes to be included in the invoice, all the notes belonging to the major you selected will appear.

  • The invoice consolidated will be generated in the name of the TPA Company

In Apollo:

  • The TPA isn't Visible in Apollo

  • The TPA and minor companies can't generate invoice

Configurations

You must have created a TPA business partner group to group all TPA type companies.This group must be of type Customer.

We hope these changes improve your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: November 29, 2021

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