The Insurance Manager (Insurance Companies and Plans) is the repository of all information dealing with insurance companies. When selected, it displays a listing of all insurance companies entered into Filopto. Select the Open button located in the grid beside the Insurance company name to open an existing insurance company. To create a new insurance company select the New Insurance Company button.
The menu tool bar located at the top of the screen contains a button for entering new Insurance companies , a print button which will print the items displayed in the grid and the close button.
The Search criteria section several options that can be used for locating an insurance company. The search permits the user to view in the grid, only the specified data views criteria.
To select or open the insurance record, click on the Open button beside the company name you wish to view or edit. The insurance company file will then be displayed.
The Insurance Company File is divided into four sections:
1) General Information
2) Insurance Policies
3) Claim History
4) Reject Code History
