How to Set Up A Third-Party Company

Mary Jane -

This section covers how to set up third parties that are NOT covered under Telus.  See the Telus section for further information.

 

Examples:

  • Manitoba Public Insurance
  • Workers Compensation
  • Blue Cross
  • Greenshields

 

Steps:

1. Click on Settings and Under Companies and Contacts, Click on 'Third-Party Companies'



3. Click on (+ New Third-Party Company) button

 

4. Fill out the Third-Party Companies details, and attach a form is they have any.

 

5. Finish by clicking on (Save)

 

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