Navigation:  Creating 276 EDI Files > Manual Entry > Stored Insurance

1.To access all currently stored Insurance, go to Manual Entry > Stored Insurance in the main menu window.

 

 

2.Clicking Manual Entry > Stored Insurance will open the "Stored Patients" editing window, where all Insurance companies stored in the database are available for editing. Insurance can also be added or removed from the database.

 

 

Adding Insurance

3.To add new Insurance, click the yellow "plus" symbol on the navigation bar.

 

 

4.The Insurance fields will be cleared. Fill in at minimum the required fields marked by a red asterisk. To save the new Insurance to the database, click the "Save Insurance into Database" button.

 

 

The new Insurance will now appear in the list of Insurance under the query window.

 

Editing Insurance

5.To modify an existing Patient, select the Patient on the list under the query window. To narrow the selection of Insurance, the query in the top of the screen can be modified and run again to populate the stored Insurance list with a different set of Insurance.

 

 

6.The selected Insurance's details will be loaded into the form. These can now be edited. Clicking the "Save Insurance into Database" button will save any changes into the database.

 

Deleting Insurance

7.To remove Insurance from the database, select the Insurance on the list under the query window, then click the red "X" in the navigation bar.