Understanding insurance profile settings

Learn what each setting for an insurance profile does, and get help deciding which plan type to use.

To access the insurance profile settings

From the Insurance Profiles window, do one of the following:

·        To add a new profile, click Add.

·        To edit an existing profile, select that profile, and then click Edit.

The Edit Insurance Profile dialog box appears.

 

Click any of the following links to learn about the settings that are available on the tabs of the Edit Insurance Profile dialog box:

·        General tab

·        Benefits and Limits tab

·        Estimates Percents tab

·        Estimates Estimator tab

·        Claims (basic) tab

·        Claims (Advanced) tab

 

Need more help?

You can visit our website, contact EndoVision Customer Support, or suggest a new feature or improvement on User Voice.