Import HCAI Insurance List

Mary Jane -

A list of insurance companies can be imported to your system as shown below.

1. Go to the Accounting tab.

2. Click the Sync Insurers button.

3. A pop up will open.  Select select Sync Insurers.

4. Under Settings>Third Party Groups set up an MVA or HCAI group.

5. Go Settings>Third Party Companies.

6. Open the HCAI insurers you will be using on a treatment plan and set it to the MVA or HCAI group you created.

TIP:

You may notice there is more than 1 insurance company record for the same company. Open the items and ensure you are using the one that has an HCAI # on the record.

 

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