Adding Insurance company

Insurance companies have to be added manually once into the system. All of the companies will be listed in the Insurance billing option when you are creating one for the patient.

It's important to add all of the Insurance companies contact details correctly, the system requires this info to send out invoices or contact insurance companies if any issue occured.

To add Insurance companies into the system

1. Dashboard > Left menu click on "Click" > Add Insurance Company

2. Enter the "Insurance Company name" > Click "Add Organisation" (Bottom right) System will direct you to the INSURANCE COMPANY INFORMATION page

Insurance Company Information page

On this page, you can add Insurance company details. It’s important that you add the correct details such as Email, address and phone number. This information will be used by the system to send out invoices to the company.

1. Adding Insurance company details. Click "+" Icon to add the details

2. Invoices

   This displays the invoices that have been issued to the selected insurance company.

3. Scan Document

   You can upload the relevant document of the insurance company in this section.