Related Articles
Create insurance plan
Video Tutorial Go to ' Settings ' Click on ' Registration ' and ' Company ' Check if the company details are inside, if absent, click on the create button and fill in company details Select ' Insurance ' under registration Click on ' create ' Fill in ...
Add new insurance policy for all medication or individual medication
Go to 'Settings' Under Registration select 'Insurance' Click on 'create' button to create new company Enter in the insurance details, a company is required in order to make insurance see helpdesk link -> here insurance can either cover all items ...
Duplicate Insurance Details
Go to 'Settings' Under Registration select 'Insurance' Find the insurance you want to duplicate and click on the pen 'edit' icon under insurance details click on the button 'duplicate' click on 'ok' Create new insurance by clicking onto the 'create' ...
Set insurance plan for patient
Video Tutorial Click on ' Search ' Click on edit button Click on ' Insurance ' Search for company and insurance and add expiry date, select if it's default
Apply insurance plan for patient in invoice
Video Tutorial Go to ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' and click on the three dotted menu Click ' view invoice ' under insurance select the insurance Co pay and insurance amount will be applied to the above