Setting default claim information

You can set the default claim information for all insurance claims for the selected patient. The changes you make are saved here and used when you print future insurance claims. You can change insurance claim information in the Ledger.

To set default claim information

1.   In the Appointment Book, double-click an appointment.

The Appointment Information dialog box appears.

2.   Click Ins Claim Info.

The Insurance Claim Information dialog box appears.

3.   Select the appropriate options for the selected patient, and then click OK.

Tip: You can also set default claim information from the Family File. With the patient selected in the Family File, double-click the Insurance block, and then click Insurance Claim Information.