Insurance

From Care2x Documentation

Selecting an insurance company

• Note: Currently possible only in person registration or client admission forms.
• Click on the small icon to the right of the "Insurance co." input. A window will appear.
• The ten most frequently used company names will be displayed on the list.
• If the name is on the list, click on it.
• If the name is not on the list, type it (or some beginning letters) into the search input.
• Click on the "Search" button.
• The search result will be displayed on a list.

Adding a new insurance company data

• Select "Special Tools" from the main menu.
• Select "Insurance Co. Management".
• Enter username and password if prompted
• Select "New Data".
• Enter the relevant data into the form.

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