There are several options for setting up an insurance company.


Option #1

  • Go to the Billing screen. 
  • Press the Settings button, located at the top of the screen. 
  • Select the Insurances option. 


  • The following screen will be displayed: 


  • Click on the Add button, located in the Companies column.
  • The Company Details section will be enabled to configure the insurer.


  • Enter all the corresponding information.
  • Once you have completed the process, press the Save button to save the changes.


Option #2

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed:  


  • Click on the Billing button and then select the Insurance Companies option. 
  • The following screen will be displayed: 


  • Click on the Add button, located in the Companies column.
  • The Company Details section will be enabled to configure the insurer.


  • Enter all the corresponding information.
  • Once you have completed the process, press the Save button to save the changes. 


Option #3

  • Press the Settings button in the main menu.
  • The following screen will be displayed:  


  • Click on the Billing button and then select the Insurance Companies option. 
  • The following screen will be displayed: 


  • Click on the Add button, located in the Companies column.
  • The Company Details section will be enabled to configure the insurer.


  • Enter all the corresponding information.
  • Once you have completed the process, press the Save button to save the changes. 



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