Setup Insurance Companies

Select Insurance Companies from the side or top View(s) menu.

New Insurance Company

From the Tasks side menu select Add insurance co., or you can select New Insurance Co from theInsurance Co.'s menu. Enter information, and then click Ok to save.

Edit

Double click on name in list to open information form, or click on the side Tasks menu item Modify insurance info. Make changes, and click Ok to save.

Delete

Select the name in the list. Select Delete Insurance Co from the right mouse or Insurance Cos menu. Click Yes in dialog box to delete. If an insurance or managed care company is associated with one or more clients, you will not be able to delete, instead you can make the company inactive.

See Also

Insurance and Managed Care Companies