Knowledgebase: Claims
How can I default a claim to not include the Secondary Insurance information?
Posted by Meghan Modreck on 10 Aug 2016 11:36 AM
  1. Go to File > Setup > Company
  2. Click the System tab
  3. In the 'Other Settings' section, scroll to the 'Insurance' option
  4. Expand the Claim category
  5. Click the drop-down next to Add Secondary Insurance with Primary
    1. Yes [Default] - Will include Secondary information on the Primary claim
    2. No - Will untick box '11d' and clear the fields in boxes '9', '9a', and '9d'
  6. Click the Save icon after making your selection
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