How to Setup a New Insurer
What you will learn...
A client condition is created to record all the details of a client's injury and create a record of all treatment pertaining to the injury.
When creating a condition for a client, you can specify a Claim Type which can be Insured or Private.
The Claim Type will determine who will be billed for any appointments linked to the condition.
An Insurer is a type of Debtor. A new insurer can be set up via the Client Conditions Details, or via the Accounting Form.
In this tutorial, you will learn how to setup a new insurer using the Accounting form.
Prerequisites
Watch the video tutorial:
