Catalog- Insurance

Set Up Insurance Category for ABA Schedule Catalog

Made by Cathie Christmas with Scribe



2. Click here.

3. Click "Business Settings"

4. Click "Catalog"

5. Click "Insurance"

6. Click here to toggle an insurance/funder on/off

7. Click this icon to edit the insurance/funder.

8. Make necessary changes and/or notes and Click "Save Changes"

9. Click "Add New Item" to add a new insurance/funder.

10. Click the "Enter new value" field to enter the name of the insurance

11. Click "Save Item"



Was this article helpful?

Catalog - Auth Code