Using TeamTalk > Understanding TeamTalk Events > Understanding TeamTalk Conditions

Insurance Plan Database TeamTalk Conditions

The insurance record conditions that can restrict the event that displays a TeamTalk note are:

• Insurance Co:Restricts the TeamTalk note to be displayed for one or more insurance companies.

• Mail To ID:Restricts the TeamTalk note to be displayed for one or more insurance company mail to addresses.

• Default Employer:Restricts the TeamTalk note to be displayed for one or more employers.

• Plan Type:Restricts the TeamTalk note to be displayed for either dental or medical insurance plans.

• Estimation Type:Restricts the TeamTalk note to be displayed for one or more insurance plan estimation types.

• ECS Primary:Restricts the TeamTalk note to be displayed for ECS primary enabled records.