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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

  1. In the main menu, click Setup, Definitions, then highlight Insurance Payment Types.

The option at the top of the Definitions list is the default.

  1. Double click an option to edit, or click Add to create a new option.

  1. Name:  Enter the payment type's name.
  2. 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)
  3. Click OK to save.

Reorder Types
To 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.


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