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Manage Insurance Companies

You determine which insurance companies appear as options for users to select when completing the Insurance section of the run record. Although users can always input a custom entry, having preconfigured insurance companies available can speed up the process of adding insurance companies by automatically populating certain fields related to the company. 

To add insurance companies
  1. From any page, go to Administration: Pick Lists.

  2. Search for and select Insurance Companies. The Insurance Companies page opens.

  3. Click Add Insurance Companies. The Add Insurance Companies window opens.

  4. Select the check box to the left of each insurance company you want to add.

  5. Click Add.

To delete insurance companies
  1. From any page, go to Administration: Pick Lists.

  2. Search for and select Insurance Companies. The Insurance Companies page opens.

  3. Click the Delete link associated with the insurance company you want to delete.

  4. When the confirmation window opens, click Ok.

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