Definitions: Insurance Payment Types
Insurance payment type options determine the options available on the Edit Insurance Payment window when Finalizing an Insurance Payment or entering a Batch Insurance Payment.
By default, two insurance payment type options are set up: Check and EFT. It may also be useful to set up an option for when an insurance company provides a credit card as payment.
Daily Payments Report: This report is grouped by insurance payment type and can optionally be filtered by type.
Add or Edit Insurance Payment Types
- In the main menu, click Setup, Definitions, then highlight Insurance Payment Types.
The option at the top of the Definitions list is the default.
- Double click an option to edit, or click Add to create a new option.
- Name: Enter the payment type's name.
- N=Not selected for deposit: Determines whether the payment type shows on Deposit Slips. Types marked as "N" will not show.
Examples: Check, EFT (N), Credit Card (N)
- Click OK to save.
reorder types, highlight a type, then click the up/down buttons.
Remove a Type
Options can only be deleted if they are not in use. On the Edit Definitions window, click Delete.