Setting Up Insurance > Handling Insurance Plan Information

Changing the Insurance Form Used by an Insurance Plan

To change the insurance form used by an insurance plan:

1. Click List > Ins. Plan. The Insurance Plan list window is displayed.

2. Find the insurance plan you need from the list, and double-click the plan name. The Insurance Plan Information window is displayed.

3. Click the Claim Filing tab, note the number that is displayed in the Print Claim Form # field, and close the Insurance Plan Information window.

4. Click Insurance > Select Insurance Forms. The Insurance Forms Selection window is displayed.

5. Click the drop-down arrow next to the form number that corresponds with the "Print Claim Form #" determined in Step 3.

6. Select the new insurance form you want to use, and click OK.

7. Close the Insurance Plan list window.