Setting Up Insurance > Handling Insurance Company Information

Setting Up An Umbrella Insurance Company

This topic lists the steps for adding an umbrella insurance company and for linking new and existing insurance plans to that company, which is helpful in posting bulk insurance payments.

Adding an Umbrella Insurance Company

To add an umbrella insurance company:

  1. Open the Insurance Company List window.

  2. Click Add.

  3. Add a new insurance company record and name it the same as the company name followed by a generic, capitalized identifier such as “MAIN, MASTER, or BULK.”

  4. Click OK.

  5. It is not necessary to enter any other information in the Insurance Company window of an umbrella company.

Linking an Insurance Plan to an Umbrella Insurance Company

To link an insurance plan to an umbrella insurance company:

  1. Open an Insurance Plan window.

  2. Select the umbrella insurance company from the Insurance Co: drop-down list.

  3. Select the insurance company with the address to which you mail claims from the Mail To: drop-down list.

Linking Existing Plans to Umbrella Insurance Companies

Linking umbrella insurance companies to existing insurance plans is helpful when posting bulk checks from companies that send checks from one central location but have multiple locations to which claims are submitted.

To link an existing plan to an umbrella insurance company:

  1. From the Insurance Company List window, type the name of the insurance company in the Find field (for example, Aetna).

  2. If you have several listings for the insurance company, you will need to repeat the following steps for each one.

  1. From the Express bar, select Show Ins Plans.

  2. Highlight the insurance plan and click Edit.

  3. In the Insurance Plan window, select the umbrella insurance company from the Insurance Co: field drop-down list.

  4. Select the insurance company with the address to which you mail claims from the Mail To: field drop-down list.

  5. Click OK.

  6. Click Close.

  7. Repeat these steps for each insurance plan listed for this company.

To view a printable job aid about the setting up an umbrella insurance company, see Setting Up Umbrella Insurance Companies.